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Invesco QQQ Trust

1,557 hedge funds and large institutions have $37.2B invested in Invesco QQQ Trust in 2020 Q1 according to their latest regulatory filings, with 193 funds opening new positions, 684 increasing their positions, 515 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 131

33% more repeat investments, than reductions

Existing positions increased: 684 | Existing positions reduced: 515

18% more funds holding in top 10

Funds holding in top 10: 276327 (+51)

4.13% more ownership

Funds ownership: 42.67%46.8% (+4.1%)

3% more funds holding

Funds holding: 1,5151,557 (+42)

0% more capital invested

Capital invested by funds: $37.1B → $37.2B (+$170M)

30% less call options, than puts

Call options by funds: $33B | Put options by funds: $47.1B

Holders
1,557
Holders Change
+42
Holders Change %
+2.77%
% of All Funds
34.31%
Holding in Top 10
327
Holding in Top 10 Change
+51
Holding in Top 10 Change %
+18.48%
% of All Funds
7.21%
New
193
Increased
684
Reduced
515
Closed
131
Calls
$33B
Puts
$47.1B
Net Calls
-$14.1B
Net Calls Change
+$10.6B
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
201
Belpointe Asset Management
Nevada
$15.1M +$7.82M +36,943 +88%
KWM
202
Kingsview Wealth Management
Oregon
$15M +$92.3K +436 +0.6%
LWA
203
Lowe Wealth Advisors
Maryland
$14.9M -$931K -4,396 -5%
VR
204
Viridian RIA
Washington
$14.9M -$1.06M -4,987 -6%
NA
205
NewEdge Advisors
Louisiana
$14.8M +$1.61M +7,615 +11%
SWMG
206
Sanchez Wealth Management Group
Florida
$14.8M +$16.4M +77,566 New
IWA
207
Intercontinental Wealth Advisors
Texas
$14.7M +$7.93M +37,462 +95%
Prudential Financial
208
Prudential Financial
New Jersey
$14.4M +$14M +65,926 +682%
GW
209
GW & Wade
Massachusetts
$14.4M +$2.38M +11,243 +18%
Principal Financial Group
210
Principal Financial Group
Iowa
$14.2M +$15.8M +74,428 New
BPGAM
211
BTG Pactual Global Asset Management
Bermuda
$14.2M +$15.7M +74,370 New
Bank of New York Mellon
212
Bank of New York Mellon
New York
$14.1M -$2.93M -13,852 -16%
KeyBank National Association
213
KeyBank National Association
Ohio
$14M -$113K -536 -0.7%
FHA
214
First Horizon Advisors
Tennessee
$14M +$15M +70,967 +2,998%
TRCT
215
Tower Research Capital (TRC)
New York
$13.8M +$3.04M +14,356 +25%
PA
216
PSI Advisors
Florida
$13.8M +$5.61M +26,487 +57%
JCM
217
Jacobi Capital Management
Pennsylvania
$13.8M +$496K +2,341 +3%
PIN
218
Prudent Investors Network
California
$13.5M +$15M +70,994 New
NFG
219
Next Financial Group
Texas
$13.5M -$472K -2,232 -3%
LNC
220
Lincoln National Corp
Pennsylvania
$13.4M -$896K -4,231 -6%
Thrivent Financial for Lutherans
221
Thrivent Financial for Lutherans
Minnesota
$13M -$2.98M -14,054 -17%
EC
222
Estate Counselors
Wisconsin
$13M +$95.3K +450 +0.7%
AAP
223
Arax Advisory Partners
Colorado
$12.9M +$1.34M +6,341 +10%
LFA
224
Legend Financial Advisors
Pennsylvania
$12.9M -$208K -984 -1%
NEIRG
225
New England Investment & Retirement Group
Massachusetts
$12.9M -$886K -4,185 -6%

QQQ Hedge Fund Activity: Q1 2020 in Review

1,557 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco QQQ Trust (QQQ) for Q1 2020, worth a combined $37.2B — up 0.46% from $37.1B a quarter earlier.

Buyers outnumbered sellers: 193 funds opened new QQQ positions and 131 closed out — a net gain of 62 holders — while 684 added to existing stakes and 515 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.45B. The largest seller was Citigroup, cutting an estimated $1.17B.

  • 1,557 institutional investors held Invesco QQQ Trust (QQQ) as of Q1 2020, up from 1,515 in Q4 2019.
  • Funds reported $37.2B of Invesco QQQ Trust stock for Q1 2020, up 0.46% quarter-over-quarter.
  • 193 funds opened new Invesco QQQ Trust positions in Q1 2020 and 131 closed out, a net change of +62 holders.
  • The largest Invesco QQQ Trust buyer in Q1 2020 was Morgan Stanley, an estimated $1.45B added.
  • The largest Invesco QQQ Trust seller in Q1 2020 was Citigroup, an estimated $1.17B sold.

Based on aggregated 13F filings for Q1 2020.