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Invesco QQQ (QQQ) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Invesco QQQ (NASDAQ:QQQ)

Current
Institutional Ownership
Percentage
44.58%
Number of
Institutional Buyers
(last 12 months)
1977
Total
Institutional Inflows
(last 12 months)
$121.79B
Number of
Institutional Sellers
(last 12 months)
1436
Total
Institutional Outflows
(last 12 months)
$21.01B
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QQQ Institutional Buying and Selling by Quarter

Invesco QQQ Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/24/2024 Cetera Advisor Networks LLC758,584$336.82M1.7%+2.2%0.128%
5/24/2024Invst LLC54,014$24.03M2.8%-1.8%0.009%
5/23/2024 Dock Street Asset Management Inc.3,422$1.52M0.2%+10.1%0.001%
5/23/2024 Raelipskie Partnership31,545$14.01M8.0%-1.0%0.005%
5/23/2024 FSA Advisors Inc.3,702$1.64M1.8%+15.3%0.001%
5/23/2024 Austin Wealth Management LLC463$211K0.1%N/A0.000%
5/22/2024 Burney Co.3,867$1.72M0.1%-6.7%0.001%
5/22/2024 Cedar Point Capital Partners LLC474$210K0.2%N/A0.000%
5/22/2024 Koesten Hirschmann & Crabtree INC.323$143K0.1%+14.1%0.000%
5/22/2024 Second Line Capital LLC951$422K0.1%+2.6%0.000%
5/22/2024 BigSur Wealth Management LLC1,335$594K0.2%-23.1%0.000%
5/21/2024Sanibel Captiva Trust Company Inc.4,273$1.90M0.1%+2.4%0.001%
5/21/2024 LRI Investments LLC1,337$594K0.1%N/A0.000%
5/21/2024 Arrow Financial Corp95,640$42.47M4.2%+1.3%0.016%
5/20/2024 Independent Wealth Network Inc.4,617$2.05M1.0%-2.4%0.001%
5/20/2024Strategic Wealth Partners Ltd.21,891$9.72M1.1%+12.1%0.004%
5/20/2024 Pacific Center for Financial Services102,725$45.61M13.0%+1.2%0.017%
5/20/2024 Highlander Capital Management LLC555$246K0.1%-9.0%0.000%
5/20/2024 Continuum Wealth Advisors LLC1,367$607K0.3%N/A0.000%
5/20/2024 EMC Capital Management40,772$17.98M10.7%+1.6%0.007%
5/17/2024 Citizens Financial Group Inc. RI9,344$4.15M0.1%+6.0%0.002%
5/17/2024 Vima LLC759$337K0.1%-11.7%0.000%
5/17/2024 Advisory Resource Group13,659$6.07M1.4%+2.1%0.002%
5/17/2024 National Wealth Management Group LLC9,805$4.35M3.4%-4.8%0.002%
5/17/2024 Kozak & Associates Inc.83,843$37.90M10.2%+1.1%0.014%
5/17/2024 Investmark Advisory Group LLC6,225$2.76M1.5%-2.5%0.001%
5/17/2024 New Covenant Trust Company N.A.62$28K0.0%N/A0.000%
5/17/2024 XML Financial LLC7,322$3.25M0.3%+9.6%0.001%
5/17/2024 William Howard & Co Financial Advisors Inc1,207$536K0.5%N/A0.000%
5/17/2024 WealthPlan Investment Management LLC804$357K0.1%-13.3%0.000%
5/17/2024 iA Global Asset Management Inc.205,520$91.25M1.1%+7.1%0.035%
5/17/2024 Lumbard & Kellner LLC2,115$939K0.5%-10.9%0.000%
5/17/2024 Garner Asset Management Corp18,789$8.34M4.2%+5.9%0.003%
5/17/2024 Vista Investment Partners LLC8,383$3.72M1.3%+5.2%0.001%
5/17/2024 Tandem Capital Management Corp ADV1,037$460K0.3%+3.5%0.000%
5/17/2024 First Western Trust Bank715$317K0.0%+45.6%0.000%
5/17/2024 Jaffetilchin Investment Partners LLC64,729$28.74M2.6%-25.1%0.011%
5/17/2024 Beacon Capital Management LLC70,932$31.50M6.5%+40.4%0.012%
5/17/2024 Pineridge Advisors LLC138$61K0.0%-89.2%0.000%
5/17/2024 Hancock Whitney Corp11,207$4.98M0.2%-3.4%0.002%
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5/17/2024 Comerica Bank376,668$167.25M0.7%-5.2%0.064%
5/17/2024 Coppell Advisory Solutions Corp.21,010$9.33M1.8%N/A0.004%
5/17/2024 Clear Point Advisors Inc.9,671$4.29M3.5%+1.5%0.002%
5/17/2024 Creekmur Asset Management LLC36,725$16.31M5.6%-31.8%0.006%
5/16/2024 Redwood Investment Management LLC568$252K0.0%N/A0.000%
5/16/2024 Slagle Financial LLC3,476$1.54M0.8%-50.1%0.001%
5/16/2024 Innova Wealth Partners4,077$1.81M1.4%-68.9%0.001%
5/16/2024 Levin Capital Strategies L.P.6,905$3.07M0.3%-250.2%0.001%
5/16/2024 FSA Wealth Management LLC685$304K0.1%-18.5%0.000%
5/16/2024 B. Riley Wealth Advisors Inc.120,812$53.64M1.2%+3.7%0.020%
5/16/2024 Ancora Advisors LLC16,435$7.30M0.2%-8.7%0.003%
5/16/2024 High Falls Advisors Inc10,056$4.47M1.1%+6.9%0.002%
5/16/2024 Sweeney & Michel LLC553$247K0.1%N/A0.000%
5/16/2024 Prudent Investors Network Inc.61,192$27.17M10.2%N/A0.010%
5/16/2024 WPWealth LLP1,154$512K0.1%-11.8%0.000%
5/16/2024 Oxford Wealth Group LLC6,065$2.69M2.5%N/A0.001%
5/16/2024 Industrial Alliance Investment Management Inc.111,872$49.67M20.5%+13.0%0.019%
5/16/2024 Janus Henderson Group PLC472$210K0.0%N/A0.000%
5/16/2024 Kraft Davis & Associates LLC3,663$1.62M0.5%-80.6%0.001%
5/16/2024Benchmark Investment Advisors LLC565$251K0.2%-98.3%0.000%
5/16/2024 Waverly Advisors LLC84,061$37.32M0.9%+113.3%0.014%
5/16/2024 Captrust Financial Advisors229,898$102.08M0.3%-5.0%0.039%
5/16/2024 Ashford Capital Management Inc.9,098$4.04M0.5%-6.4%0.002%
5/15/2024 Ascent Group LLC1,585$704K0.1%+33.6%0.000%
5/15/2024 SVB Wealth LLC18,559$8.24M0.2%+15.2%0.003%
5/15/2024 Medici Capital LLC58,297$25.88M29.3%-27.7%0.010%
5/15/2024 Transcendent Capital Group LLC9,322$4.14M2.3%-2.0%0.002%
5/15/2024 Mount Yale Investment Advisors LLC11,500$5.11M0.4%+3.0%0.002%
5/15/2024 Ceeto Capital Group LLC324$144K0.1%-60.7%0.000%
5/15/2024 Manhattan West Asset Management LLC4,597$2.04M0.5%+14.8%0.001%
5/15/2024 Aristides Capital LLC5,000$2.22M0.8%-78.1%0.001%
5/15/2024 Fairview Capital Investment Management LLC3,829$1.70M0.1%-16.9%0.001%
5/15/2024 BOKF NA117,679$52.36M1.0%+1.3%0.020%
5/15/2024 Kestra Advisory Services LLC550,598$244.47M1.6%+11.8%0.093%
5/15/2024 Steel Grove Capital Advisors LLC3,434,759$1.53B41.8%+934.0%0.582%
5/15/2024 Lazard Asset Management LLC15,222$6.76M0.0%-0.8%0.003%
5/15/2024 LRI Investments LLC1,337$592K0.1%N/A0.000%
5/15/2024 1832 Asset Management L.P.2,423$1.08M0.0%-69.8%0.000%
5/15/2024 Linscomb Wealth Inc.8,834$3.92M0.2%+0.5%0.002%
5/15/2024 Truvestments Capital LLC5,889$2.62M1.0%+52.4%0.001%
5/15/2024 Guardian Capital Advisors LP650$277K0.0%-10.3%0.000%
5/15/2024 Keeley Teton Advisors LLC6,863$3.05M0.4%-11.4%0.001%
5/15/2024 Gamco Investors INC. ET AL9,650$4.29M0.0%-0.3%0.002%
5/15/2024 Stonebridge Capital Advisors LLC1,569$696K0.1%+183.2%0.000%
5/15/2024 Envoi LLC2,180$968K2.3%N/A0.000%
5/14/2024 Biltmore Family Office LLC1,303$579K0.1%-10.3%0.000%
5/14/2024 Westwood Holdings Group Inc.16,155$7.17M0.1%+14.1%0.003%
5/14/2024 JT Stratford LLC28,568$12.68M2.5%+26.6%0.005%
5/14/2024 Toronto Dominion Bank4,362,744$1.94B3.0%-6.1%0.743%
5/14/2024 Capital Group Private Client Services Inc.6,546$2.91M0.0%+2.8%0.001%
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5/14/2024 Atalanta Sosnoff Capital LLC8,156$3.62M0.1%+34.4%0.001%
5/14/2024 Rodgers Brothers Inc.655$291K0.0%N/A0.000%
5/14/2024 Axxcess Wealth Management LLC60,980$27.08M0.7%+7.3%0.010%
5/14/2024 EP Wealth Advisors LLC88,984$39.51M0.5%-2.4%0.015%
5/14/2024 OLD Mission Capital LLC87,389$38.80M0.7%N/A0.015%
5/14/2024 Freestone Capital Holdings LLC41,706$18.52M0.7%-13.2%0.007%
5/14/2024 CreativeOne Wealth LLC62,255$27.64M1.1%+40.4%0.011%
5/14/2024 Vident Advisory LLC18,115$8.04M0.2%-8.0%0.003%
5/14/2024 Sculati Wealth Management LLC777$345K0.1%-25.2%0.000%
5/14/2024 TFO Wealth Partners LLC2,063$916K0.2%-1.8%0.000%
(Data available from 1/1/2016 forward)

QQQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of QQQ shares?

During the previous two years, 2,986 institutional investors and hedge funds held shares of Invesco QQQ. The most heavily invested institutionals were Morgan Stanley ($6.56B), JPMorgan Chase & Co. ($3.89B), Toronto Dominion Bank ($1.94B), PNC Financial Services Group Inc. ($1.87B), Envestnet Asset Management Inc. ($1.85B), Global Assets Advisory LLC ($1.58B), and Ameriprise Financial Inc. ($1.53B).Learn more on QQQ's institutional investors.

What percentage of Invesco QQQ stock is owned by institutional investors?

44.58% of Invesco QQQ stock is owned by institutional investors. Learn more on QQQ's institutional investor holdings.

Which institutional investors have been buying Invesco QQQ stock?

Of the 2,670 institutional investors that purchased Invesco QQQ stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($242.66M), International Assets Investment Management LLC ($28.28M), JPMorgan Chase & Co. ($7.87M), Toronto Dominion Bank ($7.38M), Global Assets Advisory LLC ($3.57M), Steel Grove Capital Advisors LLC ($3.10M), and CHURCHILL MANAGEMENT Corp ($1.87M).

How much institutional buying is happening at Invesco QQQ?

Institutional investors have bought a total of 365,978,968 shares in the last 24 months. This purchase volume represents approximately $146.36B in transactions.

Which Invesco QQQ major shareholders have been selling company stock?

Of the 2,002 institutional investors that sold Invesco QQQ stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($28.27M), Barclays PLC ($6.96M), CFS Investment Advisory Services LLC ($2.90M), Toronto Dominion Bank ($2.35M), PNC Financial Services Group Inc. ($2.06M), FMR LLC ($1.40M), and Granite Bay Wealth Management LLC ($1.21M).

How much institutional selling is happening at Invesco QQQ?

Institutional investors have sold a total of 81,090,039 shares in the last 24 months. This volume of shares sold represents approximately $38.17B in transactions.


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This page (NASDAQ:QQQ) was last updated on 5/28/2024 by MarketBeat.com Staff

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