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Invesco QQQ Trust

566 hedge funds and large institutions have $17.4B invested in Invesco QQQ Trust in 2014 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 214 increasing their positions, 173 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 40

36% more funds holding in top 10

Funds holding in top 10: 5980 (+21)

24% more repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 173

17% more capital invested

Capital invested by funds: $14.9B → $17.4B (+$2.48B)

5% more funds holding

Funds holding: 540566 (+26)

28% less call options, than puts

Call options by funds: $7.8B | Put options by funds: $10.9B

Holders
566
Holders Change
+26
Holders Change %
+4.81%
% of All Funds
16.42%
Holding in Top 10
80
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+35.59%
% of All Funds
2.32%
New
71
Increased
214
Reduced
173
Closed
40
Calls
$7.8B
Puts
$10.9B
Net Calls
-$3.07B
Net Calls Change
+$314M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
1
Deutsche Bank
Germany
$2.61B +$1.18B +12,122,940 +85%
WIM
2
Windhaven Investment Management
Massachusetts
$1.8B +$511M +5,243,658 +40%
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$1.56B +$198M +2,030,500 +15%
Morgan Stanley
4
Morgan Stanley
New York
$894M -$130M -1,331,209 -13%
Bank of America
5
Bank of America
North Carolina
$835M +$236M +2,424,596 +40%
Citigroup
6
Citigroup
New York
$752M -$51.2M -525,130 -6%
Goldman Sachs
7
Goldman Sachs
New York
$734M -$615M -6,312,184 -46%
EPCM
8
Eton Park Capital Management
New York
$494M +$487M +5,000,000 New
Wells Fargo
9
Wells Fargo
California
$466M +$166M +1,704,582 +57%
U
10
UBS
Switzerland
$448M -$11.1M -114,031 -2%
LPL Financial
11
LPL Financial
California
$444M +$44.5M +456,994 +11%
Citadel Advisors
12
Citadel Advisors
Florida
$373M +$293M +3,008,617 +393%
BlackRock
13
BlackRock
New York
$372M
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$346M +$47.2M +484,625 +16%
AM
15
Appaloosa Management
Florida
$316M
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$269M +$149M +1,526,363 +128%
Barclays
17
Barclays
United Kingdom
$233M +$205M +2,103,385 +755%
Nomura Holdings
18
Nomura Holdings
Japan
$202M -$36.2M -371,441 -15%
Two Sigma Investments
19
Two Sigma Investments
New York
$202M +$152M +1,561,180 +324%
Bank of Nova Scotia
20
Bank of Nova Scotia
Ontario, Canada
$146M +$144M +1,479,000 New
Two Sigma Advisers
21
Two Sigma Advisers
New York
$136M +$104M +1,063,882 +340%
JP Morgan Chase
22
JP Morgan Chase
New York
$124M +$70.6M +724,676 +137%
CA
23
Commerzbank Aktiengesellschaft
Germany
$121M -$97.6M -1,001,640 -45%
SG Americas Securities
24
SG Americas Securities
New York
$119M +$37M +379,487 +46%
CS
25
Credit Suisse
Switzerland
$117M +$10.3M +105,950 +10%

QQQ Hedge Fund Activity: Q3 2014 in Review

566 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Invesco QQQ Trust (QQQ) for Q3 2014, worth a combined $17.4B — up 17% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new QQQ positions and 40 closed out — a net gain of 31 holders — while 214 added to existing stakes and 173 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $1.18B. The largest seller was Stadion Money Management, cutting an estimated $853M.

  • 566 institutional investors held Invesco QQQ Trust (QQQ) as of Q3 2014, up from 540 in Q2 2014.
  • Funds reported $17.4B of Invesco QQQ Trust stock for Q3 2014, up 17% quarter-over-quarter.
  • 71 funds opened new Invesco QQQ Trust positions in Q3 2014 and 40 closed out, a net change of +31 holders.
  • The largest Invesco QQQ Trust buyer in Q3 2014 was Deutsche Bank, an estimated $1.18B added.
  • The largest Invesco QQQ Trust seller in Q3 2014 was Stadion Money Management, an estimated $853M sold.

Based on aggregated 13F filings for Q3 2014.