We are live on ! Find out more
QQQ icon

Invesco QQQ Trust

2,447 hedge funds and large institutions have $73.1B invested in Invesco QQQ Trust in 2023 Q1 according to their latest regulatory filings, with 278 funds opening new positions, 882 increasing their positions, 961 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 278 | Existing positions closed: 127

14% more funds holding in top 10

Funds holding in top 10: 450514 (+64)

11% more capital invested

Capital invested by funds: $66.1B → $73.1B (+$6.99B)

4% more funds holding

Funds holding: 2,3472,447 (+100)

2.37% more ownership

Funds ownership: 40.97%43.34% (+2.4%)

8% less repeat investments, than reductions

Existing positions increased: 882 | Existing positions reduced: 961

42% less call options, than puts

Call options by funds: $122B | Put options by funds: $209B

Holders
2,447
Holders Change
+100
Holders Change %
+4.26%
% of All Funds
38.99%
Holding in Top 10
514
Holding in Top 10 Change
+64
Holding in Top 10 Change %
+14.22%
% of All Funds
8.19%
New
278
Increased
882
Reduced
961
Closed
127
Calls
$122B
Puts
$209B
Net Calls
-$87.5B
Net Calls Change
-$61.3B
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1776
WFA Asset Management
Wisconsin
$550K +$7.08K +24 +1%
CCA
1777
Checchi Capital Advisers
California
$550K
SAM
1778
S.A. Mason
Michigan
$549K -$31K -105 -6%
NP
1779
Nilsine Partners
Colorado
$548K +$504K +1,708 New
SFG
1780
Synergy Financial Group
California
$548K +$4.43K +15 +0.9%
SC
1781
Saiph Capital
New Jersey
$547K -$16.1M -54,701 -97%
AIP
1782
Ahrens Investment Partners
Louisiana
$547K -$104K -354 -17%
PCMF
1783
Private Capital Management (Florida)
Florida
$545K
CWM
1784
Chemistry Wealth Management
New York
$545K +$2.95K +10 +0.6%
CCM
1785
Condor Capital Management
New Jersey
$544K -$41K -139 -8%
COCM
1786
Charter Oak Capital Management
New Hampshire
$544K -$84.7K -287 -14%
ST
1787
Smithfield Trust
Pennsylvania
$543K -$94.1K -319 -16%
MCM
1788
Maple Capital Management
Vermont
$543K
JSC
1789
Jackson Square Capital
California
$541K +$57.8K +196 +13%
MJRIC
1790
Mogy Joel R Investment Counsel
California
$541K
CIC
1791
Cutler Investment Counsel
Oregon
$540K -$31K -105 -6%
RFWA
1792
RPg Family Wealth Advisory
Massachusetts
$540K +$16.2K +55 +3%
WPP
1793
Whalerock Point Partners
Rhode Island
$539K
CD
1794
Chapin Davis
Maryland
$539K +$125K +424 +34%
OC
1795
Oarsman Capital
Wisconsin
$534K -$12.1K -41 -2%
GSEP
1796
Golden State Equity Partners
California
$533K +$489K +1,659 New
AFC
1797
AFT Forsyth & Company
Florida
$531K +$885 +3 +0.2%
BBP
1798
Banco BTG Pactual
Brazil
$531K +$219K +742 +79%
CCA
1799
Cobblestone Capital Advisors
New York
$529K -$8.85K -30 -2%
AUB
1800
Atlantic Union Bankshares
Virginia
$528K -$19.2K -65 -4%

QQQ Hedge Fund Activity: Q1 2023 in Review

2,447 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Invesco QQQ Trust (QQQ) for Q1 2023, worth a combined $73.1B — up 11% from $66.1B a quarter earlier.

Buyers outnumbered sellers: 278 funds opened new QQQ positions and 127 closed out — a net gain of 151 holders — while 882 added to existing stakes and 961 trimmed.

The largest buyer was Bank of America, adding an estimated $2.36B. The largest seller was Millennium Management, cutting an estimated $1.09B.

  • 2,447 institutional investors held Invesco QQQ Trust (QQQ) as of Q1 2023, up from 2,347 in Q4 2022.
  • Funds reported $73.1B of Invesco QQQ Trust stock for Q1 2023, up 11% quarter-over-quarter.
  • 278 funds opened new Invesco QQQ Trust positions in Q1 2023 and 127 closed out, a net change of +151 holders.
  • The largest Invesco QQQ Trust buyer in Q1 2023 was Bank of America, an estimated $2.36B added.
  • The largest Invesco QQQ Trust seller in Q1 2023 was Millennium Management, an estimated $1.09B sold.

Based on aggregated 13F filings for Q1 2023.