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Invesco QQQ Trust

647 hedge funds and large institutions have $13.5B invested in Invesco QQQ Trust in 2015 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 254 increasing their positions, 204 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 204

2% less funds holding

Funds holding: 663647 (-16)

13% less funds holding in top 10

Funds holding in top 10: 9986 (-13)

15% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 74

16% less capital invested

Capital invested by funds: $16.1B → $13.5B (-$2.58B)

26% less call options, than puts

Call options by funds: $6.09B | Put options by funds: $8.21B

Holders
647
Holders Change
-16
Holders Change %
-2.41%
% of All Funds
17.24%
Holding in Top 10
86
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-13.13%
% of All Funds
2.29%
New
63
Increased
254
Reduced
204
Closed
74
Calls
$6.09B
Puts
$8.21B
Net Calls
-$2.13B
Net Calls Change
+$2.39B
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
1
Windhaven Investment Management
Massachusetts
$1.45B -$175M -1,669,234 -11%
Morgan Stanley
2
Morgan Stanley
New York
$948M -$503M -4,794,576 -35%
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$795M +$85.7M +816,161 +12%
Goldman Sachs
4
Goldman Sachs
New York
$718M -$34.1M -324,452 -5%
Bank of America
5
Bank of America
North Carolina
$705M +$9.52M +90,691 +1%
Wells Fargo
6
Wells Fargo
California
$580M -$41.5M -394,951 -7%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$551M +$244M +2,323,758 +80%
LPL Financial
8
LPL Financial
California
$522M -$11M -104,521 -2%
UBS Group
9
UBS Group
Switzerland
$522M +$13.2M +125,989 +3%
SMM
10
Stadion Money Management
Georgia
$511M -$633M -6,024,757 -55%
BlackRock
11
BlackRock
New York
$377M -$20.6M -195,742 -5%
Barclays
12
Barclays
United Kingdom
$295M -$16.4M -156,514 -5%
Bank of Nova Scotia
13
Bank of Nova Scotia
Ontario, Canada
$287M +$22.5M +214,400 +9%
Belvedere Trading
14
Belvedere Trading
Illinois
$229M +$220M +2,095,406 +2,743%
CS
15
Credit Suisse
Switzerland
$210M -$20.4M -194,219 -9%
Citigroup
16
Citigroup
New York
$158M -$526M -5,007,168 -77%
JP Morgan Chase
17
JP Morgan Chase
New York
$133M +$27.4M +260,496 +26%
CM
18
Churchill Management
California
$133M +$24.3M +231,467 +23%
Two Sigma Investments
19
Two Sigma Investments
New York
$131M +$120M +1,143,768 +1,137%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$118M -$73.6M -701,255 -38%
GC
21
Guggenheim Capital
Illinois
$111M -$18.1M -172,584 -14%
MTWSIF
22
Mivtachim The Workers Social Insurance Fund
Israel
$103M +$5.99M +57,000 +6%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$100M -$2.88M -27,457 -3%
CI
24
Clal Insurance
Israel
$99M -$77.3M -736,044 -44%
PVH
25
Psagot Value Holdings
Israel
$97.8M +$3.98M +37,877 +4%

QQQ Hedge Fund Activity: Q1 2015 in Review

647 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Invesco QQQ Trust (QQQ) for Q1 2015, worth a combined $13.5B — down 16% from $16.1B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of QQQ and 63 opened new positions — a net loss of 11 holders — while 204 trimmed existing stakes and 254 added.

The largest buyer was Susquehanna International Group, adding an estimated $244M. The largest seller was Stadion Money Management, cutting an estimated $633M.

  • 647 institutional investors held Invesco QQQ Trust (QQQ) as of Q1 2015, down from 663 in Q4 2014.
  • Funds reported $13.5B of Invesco QQQ Trust stock for Q1 2015, down 16% quarter-over-quarter.
  • 63 funds opened new Invesco QQQ Trust positions in Q1 2015 and 74 closed out, a net change of -11 holders.
  • The largest Invesco QQQ Trust buyer in Q1 2015 was Susquehanna International Group, an estimated $244M added.
  • The largest Invesco QQQ Trust seller in Q1 2015 was Stadion Money Management, an estimated $633M sold.

Based on aggregated 13F filings for Q1 2015.