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
BWM
1851
Boyd Wealth Management
California
$473K +$1.18K +4 +0.3%
NIM
1852
Northeast Investment Management
Massachusetts
$472K -$21.5K -73 -5%
CG
1853
Corundum Group
Colorado
$472K +$434K +1,471 New
SHJ
1854
Sharkey, Howes & Javer
Colorado
$472K
HGWM
1855
Horst & Graben Wealth Management
Oregon
$471K
RRC
1856
Relaxing Retirement Coach
Massachusetts
$466K
FWI
1857
Facet Wealth Inc
Maryland
$466K +$93.8K +318 +28%
PWLP
1858
Prio Wealth Limited Partnership
Massachusetts
$466K -$37.2K -126 -8%
MPWT
1859
MassMutual Private Wealth & Trust
Connecticut
$465K +$82.3K +279 +24%
W
1860
WorthPointe
California
$465K +$427K +1,448 New
NAS
1861
Nicolet Advisory Services
Wisconsin
$463K +$430K +1,456 New
PFGIA
1862
Patriot Financial Group Insurance Agency
Massachusetts
$463K -$286K -970 -40%
BWP
1863
Baldwin Wealth Partners
Massachusetts
$462K -$8.56K -29 -2%
IW
1864
Imprint Wealth
South Carolina
$461K +$423K +1,434 New
3LCM
1865
3D/L Capital Management
Connecticut
$461K -$38.4K -130 -8%
OMC
1866
Overbrook Management Corp
New York
$461K -$114K -385 -21%
HWA
1867
Heritage Wealth Advisors
Virginia
$459K +$5.02K +17 +1%
ERWM
1868
Elk River Wealth Management
Colorado
$459K
LC
1869
LTG Capital
Massachusetts
$458K
CWS
1870
Confluence Wealth Services
Pennsylvania
$457K -$36.6K -124 -8%
BSSFA
1871
Baron Silver Stevens Financial Advisors
Florida
$457K -$13.3K -45 -3%
FFWM
1872
Future Financial Wealth Management
Ohio
$456K -$320K -1,086 -43%
BWM
1873
Bulltick Wealth Management
Florida
$456K -$63.4K -215 -13%
FG
1874
Fiduciary Group
Georgia
$455K -$10.3K -35 -2%
WAS
1875
WESPAC Advisors SoCal
California
$452K +$76.7K +260 +23%

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.