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
WI
2426
Wedgewood Investors
Pennsylvania
$431K +$405K +900 New
LIWM
2427
Long Island Wealth Management
New York
$431K
FI
2428
FIDELIS iM
Oregon
$429K -$900 -2 -0.2%
HFA
2429
Hershey Financial Advisers
Pennsylvania
$428K +$402K +894 New
WFP
2430
Wrenne Financial Planning
Kentucky
$427K +$401K +892 New
DPW
2431
DiNuzzo Private Wealth
Pennsylvania
$427K
NEPPG
2432
New England Professional Planning Group
Rhode Island
$425K
AMIM
2433
Aull & Monroe Investment Management
Alabama
$422K
HNWAG
2434
High Net Worth Advisory Group
Florida
$422K +$24.3K +54 +7%
MSFP
2435
Mark Sheptoff Financial Planning
Connecticut
$420K -$36K -80 -8%
BSB
2436
Bangor Savings Bank
Maine
$419K
FLII
2437
First Long Island Investors
New York
$419K
FCA
2438
FLC Capital Advisors
California
$418K +$450 +1 +0.1%
PA
2439
Planning Alternatives
Michigan
$418K +$393K +873 New
FAM
2440
Forte Asset Management
New York
$417K +$11.2K +25 +3%
GAM
2441
GEM Asset Management
Michigan
$416K +$450 +1 +0.1%
FGAM
2442
Financial Gravity Asset Management
Texas
$415K -$1.06M -2,356 -73%
LFGO
2443
Legacy Financial Group (Oklahoma)
Oklahoma
$414K -$3.15K -7 -0.8%
WA
2444
WealthTrust Axiom
Pennsylvania
$414K +$138K +306 +55%
RIM
2445
Rockbridge Investment Management
New York
$413K +$900 +2 +0.2%
EA
2446
Eclectic Associates
California
$413K +$61.2K +136 +19%
BHWM
2447
Beaird Harris Wealth Management
Texas
$412K +$50.4K +112 +15%
NCM
2448
Nelson Capital Management
California
$412K +$900 +2 +0.2%
GP
2449
Gridiron Partners
Pennsylvania
$411K
PWM
2450
Provident Wealth Management
Tennessee
$411K

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.