We are live on ! Find out more
QQQ icon

Invesco QQQ Trust

784 hedge funds and large institutions have $13.1B invested in Invesco QQQ Trust in 2016 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 258 increasing their positions, 268 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 29

17% more capital invested

Capital invested by funds: $11.2B → $13.1B (+$1.91B)

9% more funds holding

Funds holding: 719784 (+65)

9% more funds holding in top 10

Funds holding in top 10: 9098 (+8)

4% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 268

45% less call options, than puts

Call options by funds: $8.4B | Put options by funds: $15.2B

Holders
784
Holders Change
+65
Holders Change %
+9.04%
% of All Funds
20.92%
Holding in Top 10
98
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+8.89%
% of All Funds
2.61%
New
103
Increased
258
Reduced
268
Closed
29
Calls
$8.4B
Puts
$15.2B
Net Calls
-$6.78B
Net Calls Change
-$1.37B
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.63B -$32.1M -278,090 -2%
Goldman Sachs
2
Goldman Sachs
New York
$1.28B +$488M +4,228,253 +64%
Bank of America
3
Bank of America
North Carolina
$841M +$130M +1,126,640 +19%
UBS Group
4
UBS Group
Switzerland
$630M +$73.1M +633,360 +14%
Wells Fargo
5
Wells Fargo
California
$622M -$132M -1,143,942 -18%
BNP Paribas Financial Markets
6
BNP Paribas Financial Markets
France
$586M -$190M -1,643,710 -25%
SMM
7
Stadion Money Management
Georgia
$429M +$400M +3,465,295 +2,336%
Citigroup
8
Citigroup
New York
$409M -$156M -1,353,770 -28%
WIM
9
Windhaven Investment Management
Massachusetts
$331M -$65.9M -571,344 -17%
BlackRock
10
BlackRock
New York
$277M +$5.66K +49 +0%
Nomura Holdings
11
Nomura Holdings
Japan
$245M +$99.5M +861,848 +72%
Citadel Advisors
12
Citadel Advisors
Florida
$180M +$111M +961,202 +172%
CM
13
Churchill Management
California
$161M +$156M +1,354,317 New
JP Morgan Chase
14
JP Morgan Chase
New York
$158M +$39.8M +345,047 +35%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$143M -$6.32M -54,782 -4%
Ameriprise
16
Ameriprise
Minnesota
$138M +$7.57M +65,614 +6%
SH
17
Svenska Handelsbanken
Sweden
$134M +$22.9M +198,430 +21%
Barclays
18
Barclays
United Kingdom
$132M -$15.4M -133,667 -11%
US Bancorp
19
US Bancorp
Minnesota
$124M +$4.89M +42,392 +4%
CS
20
Credit Suisse
Switzerland
$121M -$174M -1,511,141 -60%
MSU
21
Mizuho Securities USA
New York
$116M +$100M +870,668 +830%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$113M +$2.16M +18,707 +2%
HSBC Holdings
23
HSBC Holdings
United Kingdom
$113M +$43.7M +378,914 +66%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$109M -$5.71M -49,459 -5%
TRCT
25
Tower Research Capital (TRC)
New York
$105M +$59.2M +512,916 +137%

QQQ Hedge Fund Activity: Q3 2016 in Review

784 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Invesco QQQ Trust (QQQ) for Q3 2016, worth a combined $13.1B — up 17% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new QQQ positions and 29 closed out — a net gain of 74 holders — while 258 added to existing stakes and 268 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $488M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $190M.

  • 784 institutional investors held Invesco QQQ Trust (QQQ) as of Q3 2016, up from 719 in Q2 2016.
  • Funds reported $13.1B of Invesco QQQ Trust stock for Q3 2016, up 17% quarter-over-quarter.
  • 103 funds opened new Invesco QQQ Trust positions in Q3 2016 and 29 closed out, a net change of +74 holders.
  • The largest Invesco QQQ Trust buyer in Q3 2016 was Goldman Sachs, an estimated $488M added.
  • The largest Invesco QQQ Trust seller in Q3 2016 was BNP Paribas Financial Markets, an estimated $190M sold.

Based on aggregated 13F filings for Q3 2016.