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
HCM
2151
Highview Capital Management
Illinois
$702K -$11.2K -25 -2%
CI
2152
Ceera Investments
Texas
$702K +$254K +564 +63%
NA
2153
Nottingham Advisors
New York
$699K
WDC
2154
Woodward Diversified Capital
California
$696K +$653K +1,453 New
MPWT
2155
MassMutual Private Wealth & Trust
Connecticut
$692K +$125K +277 +24%
TPWM
2156
Twelve Points Wealth Management
Massachusetts
$692K +$173K +384 +36%
NCM
2157
Noesis Capital Mangement
Florida
$691K
ACG
2158
Allen Capital Group
Nebraska
$686K +$2.25K +5 +0.4%
CCA
2159
Cobblestone Capital Advisors
New York
$686K -$4.5K -10 -0.7%
CA
2160
Crumly & Associates
Illinois
$686K +$90K +200 +16%
SFC
2161
Sprinkle Financial Consultants
Colorado
$685K +$85.9K +191 +15%
HGWM
2162
Horst & Graben Wealth Management
Oregon
$684K +$900 +2 +0.1%
EL
2163
Essex LLC
Illinois
$683K +$2.25K +5 +0.4%
SI
2164
SimpliFi Inc
California
$679K +$57.6K +128 +10%
PAM
2165
PVG Asset Management
Colorado
$677K +$636K +1,414 New
KPWG
2166
KFA Private Wealth Group
Virginia
$677K +$87.3K +194 +16%
RFMS
2167
RWQ Financial Management Services
Florida
$676K -$90K -200 -12%
B
2168
Bellecapital
Switzerland
$673K +$122K +272 +24%
UBG
2169
United Bank (Georgia)
Georgia
$672K +$1.35K +3 +0.2%
CCA
2170
Carrera Capital Advisors
Michigan
$669K +$627K +1,394 New
ZIC
2171
ZWJ Investment Counsel
Georgia
$668K +$128K +284 +26%
HPIA
2172
Hamilton Point Investment Advisors
North Carolina
$668K
SFG
2173
Sage Financial Group
Pennsylvania
$666K -$31K -69 -5%
EA
2174
Emerald Advisors
Washington
$666K -$2.25K -5 -0.4%
PAM
2175
Peninsula Asset Management
Florida
$664K +$31.5K +70 +5%

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.