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Invesco QQQ (QQQ) Institutional Ownership

Invesco QQQ logo
$475.47 -0.06 (-0.01%)
Closing price 04/30/2025 04:00 PM Eastern
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$484.69 +9.22 (+1.94%)
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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)
2493
Total
Institutional Inflows
(last 12 months)
$45.50B
Number of
Institutional Sellers
(last 12 months)
1692
Total
Institutional Outflows
(last 12 months)
$26.62B
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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
4/30/2025Seamount Financial Group Inc.6,599$3.09M2.1%+10.9%0.001%
4/30/2025Clarity Wealth Advisors LLC53,457$25.07M7.0%+1.7%0.008%
4/30/2025Christopher J. Hasenberg Inc51,183$24.19M10.0%+29.3%0.008%
4/30/2025Sharkey Howes & Javer1,493$700K0.1%-32.6%0.000%
4/30/2025Cerity Partners LLC699,177$327.87M0.7%+2.5%0.110%
4/30/2025Arcus Capital Partners LLC14,407$6.76M2.7%-18.7%0.002%
4/30/2025TRU Independence Asset Management 2 LLC8,432$3.95M3.0%+272.9%0.001%
4/30/2025DMC Group LLC555$260K0.2%-27.0%0.000%
4/30/2025Hunter Associates Investment Management LLC440$207K0.0%N/A0.000%
4/30/2025Vision Capital Management Inc.559$262K0.0%-28.2%0.000%
4/30/2025Peoples Bank OH1,405$659K0.4%-30.5%0.000%
4/30/2025Code Waechter LLC2,725$1.28M1.1%+20.5%0.000%
4/30/2025Telos Capital Management Inc.21,726$10.19M1.1%+0.6%0.003%
4/30/2025Financial Gravity Asset Management Inc.1,238$581K0.1%N/A0.000%
4/30/2025Round Rock Advisors LLC77,312$36.25M6.7%+12.2%0.012%
4/30/2025Allworth Financial LP118,013$55.15M0.3%-5.4%0.019%
4/30/2025Parr Mcknight Wealth Management Group LLC1,365$640K0.1%-7.5%0.000%
4/30/2025CFO4Life Group LLC3,202$1.50M0.3%-1.8%0.001%
4/30/2025POM Investment Strategies LLC210$99K0.1%-99.1%0.000%
4/30/2025Significant Wealth Partners LLC2,688$1.26M0.6%+67.8%0.000%
4/30/2025Pineridge Advisors LLC74$35K0.0%-72.1%0.000%
4/30/2025Rogco LP875$410K0.2%+40.9%0.000%
4/30/2025Peddock Capital Advisors LLC6,019$2.82M0.7%-2.7%0.001%
4/30/2025Leavell Investment Management Inc.19,087$8.96M0.4%-3.4%0.003%
4/30/2025Quotient Wealth Partners LLC1,439$675K0.0%+51.0%0.000%
4/30/2025Main Street Research LLC790$371K0.0%-23.2%0.000%
4/30/2025Bridges Investment Management Inc.651$305K0.0%-43.6%0.000%
4/30/2025Gordian Advisors LLC628$294K0.2%+25.1%0.000%
4/30/2025First Interstate Bank5,209$2.44M0.1%N/A0.001%
4/30/2025Van Cleef Asset Management Inc2,746$1.29M0.1%-1.6%0.000%
4/30/2025Alpha Financial Partners LLC6,709$3.15M2.5%+6.1%0.001%
4/30/2025Topsail Wealth Management LLC3,111$1.46M0.3%+18.2%0.000%
4/30/2025Moloney Securities Asset Management LLC31,057$14.56M2.0%+0.9%0.005%
4/30/2025Banque Pictet & Cie SA18,416$8.60M0.1%-1.9%0.003%
4/30/2025Wealth Advisory Solutions LLC12,302$5.77M1.5%-3.8%0.002%
4/30/2025Axxcess Wealth Management LLC43,104$18.82M0.5%-30.9%0.007%
4/30/2025Twelve Points Wealth Management LLC481$225K0.1%-18.9%0.000%
4/30/2025Rehmann Capital Advisory Group24,473$11.48M0.7%+7.9%0.004%
4/30/2025Harvey Capital Management Inc.500$234K0.1%-33.3%0.000%
4/30/2025Slagle Financial LLC3,501$1.64M0.7%-1.6%0.001%
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4/30/2025Cornerstone Planning Group LLC133,927$60.88M14.5%+8.4%0.021%
4/30/2025Dogwood Wealth Management LLC15,952$7.48M3.9%+3.7%0.003%
4/30/2025Principal Securities Inc.43,663$22.32M0.5%+0.1%0.007%
4/30/2025Optimum Investment Advisors1,482$695K0.3%+6.5%0.000%
4/30/2025Silverlake Wealth Management LLC6,551$3.07M1.2%-0.7%0.001%
4/30/2025Trek Financial LLC24,439$11.46M0.8%-5.2%0.004%
4/30/2025Personal CFO Solutions LLC5,428$2.55M0.5%+2.2%0.001%
4/30/2025Opus Capital Group LLC2,829$1.33M0.2%+236.8%0.000%
4/30/2025Valeo Financial Advisors LLC51,273$24.04M0.6%+54.1%0.008%
4/30/2025BXM Wealth LLC10,407$4.87M5.8%+80.9%0.002%
4/30/2025LTG Capital LLC918$430K0.4%-3.9%0.000%
4/30/2025Ridgeline Wealth Planning LLC9,684$4.54M4.5%+1.6%0.002%
4/30/2025M&T Bank Corp143,652$67.36M0.2%+4.4%0.023%
4/30/202549 Wealth Management LLC2,079$975K0.1%-28.1%0.000%
4/30/2025Stratos Wealth Partners LTD.196,041$91.93M1.4%-9.6%0.031%
4/30/2025Stratos Wealth Advisors LLC36,649$17.19M0.9%+5.8%0.006%
4/30/2025Liberty One Investment Management LLC3,257$1.53M0.2%+9.3%0.001%
4/30/2025Stratos Investment Management LLC1,660$779K0.0%+59.5%0.000%
4/30/2025Blackhawk Capital Partners LLC.1,461$685K0.4%+55.4%0.000%
4/30/2025May Hill Capital LLC452$212K0.1%N/A0.000%
4/30/2025Black Diamond Financial LLC5,214$2.45M0.4%N/A0.001%
4/30/2025NTV Asset Management LLC81,497$38.22M5.1%-0.9%0.013%
4/30/2025Geneva Partners LLC7,333$3.44M1.8%+2.7%0.001%
4/30/2025Lee Johnson Capital Management LLC3,829$1.80M0.9%N/A0.001%
4/30/2025Sigma Investment Counselors Inc.21,892$10.27M0.6%-0.7%0.003%
4/30/2025Investment Partners LTD.2,627$1.23M0.5%+16.5%0.000%
4/30/2025Brown Advisory Inc.50,884$23.86M0.0%-2.8%0.008%
4/30/2025Consolidated Capital Management LLC2,307$1.08M0.4%-7.5%0.000%
4/30/2025Sharper & Granite LLC8,160$3.83M1.6%-2.2%0.001%
4/30/2025Bank Hapoalim BM86,311$40.47M5.9%-2.8%0.014%
4/30/2025China Universal Asset Management Co. Ltd.590$277K0.0%+15.5%0.000%
4/30/2025Alpha Cubed Investments LLC22,993$10.78M0.5%+2.7%0.004%
4/30/2025Artemis Wealth Advisors LLC819,291$384.18M80.6%-1.1%0.129%
4/30/2025Gibraltar Capital Management Inc.13,390$6.28M1.4%N/A0.002%
4/30/2025Family Capital Management Inc.35,003$16.41M10.1%+1.3%0.006%
4/30/2025Bryant Woods Investment Advisors LLC1,096$514K0.2%+71.5%0.000%
4/30/2025Capital Management Associates Inc72,966$34.22M7.7%+96.1%0.012%
4/30/2025Client First Capital LLC76,330$35.79M18.3%+0.5%0.012%
4/30/2025Synergy Investment Management LLC1,875$879K0.4%+32.5%0.000%
4/30/2025Gilliland Jeter Wealth Management LLC2,020$947K0.3%+2.4%0.000%
4/29/2025 Fairway Wealth LLC30,467$14.29M4.3%+71.7%0.005%
4/29/2025 U.S. Capital Wealth Advisors LLC73,762$34.59M1.1%-5.9%0.012%
4/29/2025 Sightline Wealth Advisors LLC11,189$5.25M2.8%+22.1%0.002%
4/29/2025 Brass Tax Wealth Management Inc.2,091$980K0.2%+2.9%0.000%
4/29/2025 Financial Counselors Inc.12,573$5.90M0.1%+24.4%0.002%
4/29/2025 Liberty Square Wealth Partners LLC12,982$6.09M2.3%+6.2%0.002%
4/29/2025 Byrne Financial Freedom LLC7,517$3.53M2.0%+2.5%0.001%
4/29/2025 Wood Tarver Financial Group LLC648$304K0.1%+71.4%0.000%
4/29/2025 YANKCOM Partnership585$274K0.2%+14.5%0.000%
4/29/2025 Callan Capital LLC2,488$1.17M0.1%-1.0%0.000%
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4/29/2025 Capital Advisors Inc. OK15,044$7.05M0.1%-12.6%0.002%
4/29/2025 Heritage Wealth Management Inc.909$426K0.1%+31.9%0.000%
4/29/2025 Envestnet Asset Management Inc.2,931,694$1.37B0.4%-1.3%0.463%
4/29/2025 Hexagon Capital Partners LLC542$254K0.0%-32.8%0.000%
4/29/2025 Drake & Associates LLC20,283$9.51M2.7%+4.0%0.003%
4/29/2025 Penserra Capital Management LLC53,180$24.94M0.4%N/A0.008%
4/29/2025 Crew Capital Management Ltd.7,857$3.69M3.0%+25.5%0.001%
4/29/2025 Investor s Fiduciary Advisor Network LLC17,886$8.39M4.0%-2.8%0.003%
4/29/2025 Chilton Capital Management LLC2,988$1.40M0.1%-13.6%0.000%
4/29/2025 Rice Partnership LLC1,026$481K0.1%+6.8%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, 3,545 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), Ameriprise Financial Inc. ($2.30B), Toronto Dominion Bank ($1.99B), PNC Financial Services Group Inc. ($1.59B), Northwestern Mutual Wealth Management Co. ($1.53B), and Howard Capital Management Inc. ($1.52B).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 3,190 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 ($60.78M), Proficio Capital Partners LLC ($11.49M), JPMorgan Chase & Co. ($7.87M), Strategic Financial Concepts LLC ($6.88M), NWI Management LP ($3.65M), and Global Assets Advisory LLC ($3.59M).

How much institutional buying is happening at Invesco QQQ?

Institutional investors have bought a total of 415,446,816 shares in the last 24 months. This purchase volume represents approximately $168.84B in transactions.

Which Invesco QQQ major shareholders have been selling company stock?

Of the 2,273 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 ($60.79M), Barclays PLC ($3.55M), Steel Grove Capital Advisors LLC ($3.18M), Toronto Dominion Bank ($2.87M), Granite Bay Wealth Management LLC ($2.11M), Envestnet Asset Management Inc. ($1.80M), and PNC Financial Services Group Inc. ($960.30K).

How much institutional selling is happening at Invesco QQQ?

Institutional investors have sold a total of 105,320,454 shares in the last 24 months. This volume of shares sold represents approximately $49.08B in transactions.


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This page (NASDAQ:QQQ) was last updated on 5/1/2025 by MarketBeat.com Staff
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