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Invesco QQQ Trust
QQQ

2,843 hedge funds and large institutions have $102B invested in Invesco QQQ Trust in 2023 Q4 according to their latest regulatory filings, with 453 funds opening new positions, 1,174 increasing their positions, 886 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

349% more first-time investments, than exits

New positions opened: 453 | Existing positions closed: 101

33% more repeat investments, than reductions

Existing positions increased: 1,174 | Existing positions reduced: 886

22% more capital invested

Capital invested by funds: $83.3B → $102B (+$18.3B)

15% more funds holding in top 10

Funds holding in top 10: 556 → 642 (+86)

12% more funds holding

Funds holding: 2,533 → 2,843 (+310)

7.41% more ownership

Funds ownership: 42.22% → 49.64% (+7.4%)

45% less call options, than puts

Call options by funds: $120B | Put options by funds: $218B

Holders
2,843
Holders Change
+310
Holders Change %
+12.24%
% of All Funds
41.44%
Holding in Top 10
642
Holding in Top 10 Change
+86
Holding in Top 10 Change %
+15.47%
% of All Funds
9.36%
New
453
Increased
1,174
Reduced
886
Closed
101
Calls
$120B
Puts
$218B
Net Calls
-$97.3B
Net Calls Change
+$2.18B

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$10.7B
2
Morgan Stanley
Morgan Stanley
New York
+$9.01B
3
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
+$1.09B
4
RCMU
Rokos Capital Management (UK)
United Kingdom
+$563M
5
Squarepoint
Squarepoint
New York
+$336M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$2.41B
2
Optiver Holding
Optiver Holding
Netherlands
-$1.01B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$953M
4
Jane Street
Jane Street
New York
-$898M
5
Citigroup
Citigroup
New York
-$588M
Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
176
Western Wealth Management
Colorado
$60.4M +$2.55M +6,709 +5%
CCPM
177
Cooper Creek Partners Management
New York
$59.9M +$55.5M +146,297 New
ASN
178
Advisory Services Network
Georgia
$59.5M +$5.94M +15,647 +12%
FIA
179
Foundations Investment Advisors
Arizona
$59.3M +$18M +47,468 +51%
EDRH
180
Edmond de Rothschild Holding
Switzerland
$58.8M -$284K -749 -0.5%
OCM
181
One Capital Management
California
$58.3M -$2.8M -7,367 -5%
PFS
182
Prospera Financial Services
Texas
$58.1M +$8.34M +21,980 +18%
OC
183
Oppenheimer & Co
New York
$57.5M +$4.1M +10,790 +8%
TRCT
184
Tower Research Capital (TRC)
New York
$57.4M +$33.7M +88,733 +172%
YC
185
Yarbrough Capital
Tennessee
$57.3M -$357K -940 -0.7%
DADC
186
D.A. Davidson & Co
Montana
$57.1M +$5.44M +14,332 +11%
SFS
187
Sowell Financial Services
Arkansas
$56.3M +$3.05M +8,036 +6%
CT
188
Clearstead Trust
Maine
$56.2M +$2.86M +7,527 +6%
IWC
189
Integrated Wealth Concepts
Massachusetts
$55.8M +$7.74M +20,377 +18%
FFW
190
Fusion Family Wealth
New York
$55.6M -$7.37M -19,404 -13%
AFA
191
American Financial Advisors
Georgia
$55.5M -$1.29M -3,392 -2%
M&T Bank
192
M&T Bank
New York
$54.9M -$3.19M -8,398 -6%
CIBC Asset Management
193
CIBC Asset Management
Ontario, Canada
$54.4M +$1.05M +2,766 +2%
OCBCO
194
Oversea-Chinese Banking Corp (OCBC)
Singapore
$54.2M +$776K +2,043 +2%
WANY
195
Wealthspire Advisors (New York)
New York
$53.8M +$41.7M +109,760 +506%
AWM
196
Apollon Wealth Management
South Carolina
$53.6M +$13.1M +34,478 +36%
AAS
197
Ameritas Advisory Services
Nebraska
$53.2M +$5.56M +14,641 +13%
NFC
198
Northeast Financial Consultants
Connecticut
$52.8M +$3.71M +9,777 +8%
ASRS
199
Arizona State Retirement System
Arizona
$52.5M +$48.7M +128,268 New
MM
200
Main Management
California
$51.9M -$20.6M -54,218 -30%
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QQQ Hedge Fund Activity: Q4 2023 in Review

2,843 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Invesco QQQ Trust (QQQ) for Q4 2023, worth a combined $102B — up 22% from $83.3B a quarter earlier.

Buyers outnumbered sellers: 453 funds opened new QQQ positions and 101 closed out — a net gain of 352 holders — while 1,174 added to existing stakes and 886 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $10.7B. The largest seller was Bank of America, cutting an estimated $2.41B.

  • 2,843 institutional investors held Invesco QQQ Trust (QQQ) as of Q4 2023, up from 2,533 in Q3 2023.
  • Funds reported $102B of Invesco QQQ Trust stock for Q4 2023, up 22% quarter-over-quarter.
  • 453 funds opened new Invesco QQQ Trust positions in Q4 2023 and 101 closed out, a net change of +352 holders.
  • The largest Invesco QQQ Trust buyer in Q4 2023 was International Assets Investment Management, an estimated $10.7B added.
  • The largest Invesco QQQ Trust seller in Q4 2023 was Bank of America, an estimated $2.41B sold.

Based on aggregated 13F filings for Q4 2023.