We are live on ! Find out more
QQQ icon

Invesco QQQ Trust

2,964 hedge funds and large institutions have $107B invested in Invesco QQQ Trust in 2024 Q2 according to their latest regulatory filings, with 226 funds opening new positions, 1,354 increasing their positions, 964 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 226 | Existing positions closed: 127

40% more repeat investments, than reductions

Existing positions increased: 1,354 | Existing positions reduced: 964

2% more funds holding in top 10

Funds holding in top 10: 650664 (+14)

2% more funds holding

Funds holding: 2,9072,964 (+57)

2% more capital invested

Capital invested by funds: $105B → $107B (+$2.41B)

3.69% less ownership

Funds ownership: 42.11%38.41% (-3.7%)

40% less call options, than puts

Call options by funds: $128B | Put options by funds: $213B

Holders
2,964
Holders Change
+57
Holders Change %
+1.96%
% of All Funds
42.8%
Holding in Top 10
664
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+2.15%
% of All Funds
9.59%
New
226
Increased
1,354
Reduced
964
Closed
127
Calls
$128B
Puts
$213B
Net Calls
-$85.3B
Net Calls Change
+$19B
Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
2026
Paragon Private Wealth Management
Kentucky
$848K -$88.6K -197 -10%
RA
2027
Rockingstone Advisors
Massachusetts
$843K -$18K -40 -2%
NMG
2028
New Millennium Group
Utah
$840K -$14.8K -33 -2%
FSA
2029
Financial Sense Advisors
California
$840K -$34.6K -77 -4%
EA
2030
Ergawealth Advisors
Illinois
$837K +$82.3K +183 +12%
TWP
2031
TFO Wealth Partners
Ohio
$836K -$143K -318 -15%
AAM
2032
Aureus Asset Management
Massachusetts
$836K +$221K +492 +39%
HWA
2033
Heritage Wealth Advisors
Virginia
$834K
RWM
2034
Rockwood Wealth Management
Pennsylvania
$834K +$344K +765 +78%
AWAG
2035
ARS Wealth Advisors Group
Florida
$832K -$46.8K -104 -6%
CBA
2036
Coastal Bridge Advisors
Connecticut
$832K +$156K +347 +25%
GGI
2037
Godsey & Gibb Inc
Virginia
$831K +$336K +747 +76%
MCM
2038
McDonough Capital Management
Florida
$830K +$12.1K +27 +2%
AWA
2039
Acorn Wealth Advisors
Michigan
$826K -$1.8K -4 -0.2%
CWS
2040
Confluence Wealth Services
Pennsylvania
$820K +$17.5K +39 +2%
DBRC
2041
D.B. Root & Company
Pennsylvania
$818K -$6.3K -14 -0.8%
HVP
2042
Hudson Value Partners
Florida
$817K +$39.1K +87 +5%
GJWM
2043
Gilliland Jeter Wealth Management
Arkansas
$816K +$34.6K +77 +5%
WPP
2044
Whalerock Point Partners
Rhode Island
$815K
PWG
2045
Portside Wealth Group
Utah
$814K -$469K -1,042 -38%
NCM
2046
Northside Capital Management
Oregon
$814K
SHJ
2047
Sharkey, Howes & Javer
Colorado
$813K
WPC
2048
White Pine Capital
Minnesota
$811K +$22.5K +50 +3%
FCAS
2049
First Command Advisory Services
Texas
$810K -$23.4K -52 -3%
RT
2050
Rockland Trust
Massachusetts
$810K -$45K -100 -6%

QQQ Hedge Fund Activity: Q2 2024 in Review

2,964 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Invesco QQQ Trust (QQQ) for Q2 2024, worth a combined $107B — up 2.3% from $105B a quarter earlier.

Buyers outnumbered sellers: 226 funds opened new QQQ positions and 127 closed out — a net gain of 99 holders — while 1,354 added to existing stakes and 964 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $1.56B. The largest seller was Morgan Stanley, cutting an estimated $2.99B.

  • 2,964 institutional investors held Invesco QQQ Trust (QQQ) as of Q2 2024, up from 2,907 in Q1 2024.
  • Funds reported $107B of Invesco QQQ Trust stock for Q2 2024, up 2.3% quarter-over-quarter.
  • 226 funds opened new Invesco QQQ Trust positions in Q2 2024 and 127 closed out, a net change of +99 holders.
  • The largest Invesco QQQ Trust buyer in Q2 2024 was Royal Bank of Canada, an estimated $1.56B added.
  • The largest Invesco QQQ Trust seller in Q2 2024 was Morgan Stanley, an estimated $2.99B sold.

Based on aggregated 13F filings for Q2 2024.