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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
KBC Group
2101
KBC Group
Belgium
$301K
ORC
2102
O'Rourke & Company
Massachusetts
$300K +$11.2K +38 +4%
SCA
2103
SMH Capital Advisors
Texas
$300K +$275K +931 New
LI
2104
LVZ Inc
Michigan
$300K +$8.56K +29 +3%
WI
2105
Wedgewood Investors
Pennsylvania
$299K
BO
2106
Bank OZK
Arkansas
$298K +$274K +930 New
GWP
2107
Gateway Wealth Partners
Wisconsin
$298K -$137K -466 -33%
G
2108
Gainplan
Michigan
$297K +$273K +926 New
MCG
2109
McCollum Christoferson Group
New York
$295K
APSI
2110
Asset Planning Services Inc
Louisiana
$295K +$5.61K +19 +2%
MWA
2111
Monograph Wealth Advisors
California
$294K -$78.2K -265 -22%
SP
2112
Successful Portfolios
Florida
$294K
HFM
2113
Hartford Financial Management
Connecticut
$294K -$19.5K -66 -7%
WLPWM
2114
Walled Lake Planning & Wealth Management
Illinois
$293K +$270K +914 New
CPP
2115
Capasso Planning Partners
South Carolina
$293K -$288K -976 -52%
GD
2116
Grandfield & Dodd
New York
$292K
SSW
2117
Stone Summit Wealth
Florida
$291K +$7.97K +27 +3%
CBC
2118
Coombe, Bender & Co
New York
$291K +$15.9K +54 +6%
RPG
2119
Resource Planning Group
Georgia
$290K -$137K -465 -34%
NFP
2120
Narus Financial Partners
Utah
$290K -$6.2K -21 -2%
WCM
2121
Whitener Capital Management
North Carolina
$289K -$59.6K -202 -18%
VAS
2122
Valicenti Advisory Services
New York
$288K -$24.5K -83 -8%
EWMCB
2123
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$288K -$590 -2 -0.2%
CASB
2124
Cape Ann Savings Bank
Massachusetts
$288K
BAMG
2125
Brand Asset Management Group
Missouri
$286K +$19.2K +65 +8%

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.