Invesco QQQ (QQQ) Institutional Ownership

$431.00
+6.55 (+1.54%)
(As of 04/26/2024 ET)

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

Current
Institutional Ownership
Percentage
44.58%
Number of
Institutional Buyers
(last 12 months)
2009
Total
Institutional Inflows
(last 12 months)
$123.61B
Number of
Institutional Sellers
(last 12 months)
1497
Total
Institutional Outflows
(last 12 months)
$22.70B
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QQQ Institutional Buying and Selling by Quarter

Invesco QQQ Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/27/2024McCollum Christoferson Group LLC1,540$684K0.2%+51.0%0.000%
4/27/2024BayBridge Capital Group LLC6,730$2.82M2.5%+2.6%0.001%
4/26/2024Pinnacle Associates Ltd.166,459$73.91M1.2%+0.3%0.028%
4/26/2024Trueblood Wealth Management LLC508$226K0.1%-13.6%0.000%
4/26/2024McGuire Investment Group LLC10,606$4.71M0.7%-2.2%0.002%
4/26/2024BLB&B Advisors LLC17,819$7.91M0.4%+580.6%0.003%
4/26/2024Planned Solutions Inc.18,182$8.07M4.0%+1.2%0.003%
4/26/2024UMB Bank n.a.7,801$3.46M0.1%+6.0%0.001%
4/26/2024Carlton Hofferkamp & Jenks Wealth Management LLC7,545$3.20M1.3%+4.0%0.001%
4/26/2024Advisors Management Group Inc. ADV5,277$2.34M0.6%+2.7%0.001%
4/26/2024Narwhal Capital Management9,971$4.43M0.4%+0.3%0.002%
4/26/2024LifeSteps Financial Inc.40,159$17.83M13.5%+0.2%0.007%
4/26/2024Rocky Mountain Advisers LLC295$131K0.0%+31.1%0.000%
4/26/2024Arcataur Capital Management LLC16,563$7.35M2.6%-2.2%0.003%
4/26/2024Highview Capital Management LLC DE 1,490$662K0.3%-4.1%0.000%
4/26/2024GUNN & Co INVESTMENT MANAGEMENT INC.9,890$4.39M3.3%-88.9%0.002%
4/26/2024Northwest Bancshares Inc.3,941$1.75M0.3%N/A0.001%
4/26/2024JNBA Financial Advisors1,026$456K0.0%-3.1%0.000%
4/26/2024Schmidt P J Investment Management Inc.8,994$3.99M0.8%+3.4%0.002%
4/26/2024Farmers & Merchants Trust Co of Chambersburg PA75$33K0.0%-66.4%0.000%
4/26/2024YHB Investment Advisors Inc.6,721$2.98M0.3%-2.3%0.001%
4/26/2024SlateStone Wealth LLC77,618$34.46M3.5%-1.1%0.013%
4/26/2024ZWJ Investment Counsel Inc.1,110$493K0.0%+3.9%0.000%
4/26/2024McKinley Carter Wealth Services Inc.10,112$4.49M0.3%-1.3%0.002%
4/26/2024Clear Creek Financial Management LLC91,947$40.83M5.2%-3.1%0.016%
4/26/2024Legacy Bridge LLC72$32K0.0%+800.0%0.000%
4/26/2024Chicago Partners Investment Group LLC29,312$12.46M0.5%+23.6%0.005%
4/26/2024 Mesirow Financial Investment Management Inc.24,514$10.89M0.2%N/A0.004%
4/26/2024Patrick M Sweeney & Associates Inc.3,748$1.66M1.4%-3.2%0.001%
4/26/2024MONECO Advisors LLC8,377$3.72M0.6%-1.5%0.001%
4/26/2024Sigma Investment Counselors Inc.17,900$7.95M0.4%+13.0%0.003%
4/26/2024KG&L Capital Management LLC2,892$1.28M0.5%+19.0%0.000%
4/26/2024Verdence Capital Advisors LLC5,400$2.40M0.2%-3.8%0.001%
4/26/2024Davies Financial Advisors Inc.43,246$19.20M19.6%N/A0.007%
4/26/2024Financial Insights Inc.16,501$7.33M2.1%+15.1%0.003%
4/26/2024AJ Advisors LLC41,344$18.36M10.1%+4.6%0.007%
4/26/2024Triton Wealth Management PLLC29,549$12.61M8.4%-1.5%0.005%
4/26/2024Latitude Advisors LLC16,024$7.12M4.4%N/A0.003%
4/26/2024Oakwell Private Wealth Management LLC9,982$4.43M1.3%-0.8%0.002%
4/26/2024Bogart Wealth LLC22,995$10.21M0.5%-0.2%0.004%
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4/25/2024Allworth Financial LP146,956$65.25M0.5%-0.4%0.025%
4/25/2024Bishop & Co Investment Management LLC574$255K0.1%N/A0.000%
4/25/2024Q3 Asset Management2,514$1.12M0.3%-99.4%0.000%
4/25/2024Lindbrook Capital LLC30,436$13.51M1.3%-1.9%0.005%
4/25/2024Private Wealth Group LLC5,327$2.37M1.2%+10.5%0.001%
4/25/2024Lodestar Private Asset Management LLC71,265$31.64M4.5%+0.7%0.012%
4/25/2024TRUE Private Wealth Advisors16,806$7.46M0.9%-1.9%0.003%
4/25/2024Bank of New York Mellon Corp346,250$153.74M0.0%+4.5%0.059%
4/25/2024Ulland Investment Advisors LLC18,207$8.08M6.5%+0.2%0.003%
4/25/2024Gainplan LLC818$363K0.2%N/A0.000%
4/25/2024Strategy Asset Managers LLC12,621$5.60M1.2%+0.4%0.002%
4/25/2024TNF LLC5,443$2.32M0.9%-2.4%0.001%
4/25/2024Equitable Trust Co.20,572$9.13M0.6%+15.5%0.004%
4/25/2024Schnieders Capital Management LLC39,442$17.51M3.6%+2.1%0.007%
4/25/2024Smith Chas P & Associates PA Cpas90,837$40.33M2.4%+2.3%0.015%
4/25/2024Professional Financial Advisors LLC3,106$1.38M0.4%+166.2%0.001%
4/25/2024Oldfather Financial Services LLC1,487$660K0.3%+91.6%0.000%
4/25/2024Capital Investment Advisory Services LLC15,818$7.02M0.8%+0.9%0.003%
4/25/2024Triumph Capital Management5,702$2.54M1.0%+1.1%0.001%
4/25/2024L.M. Kohn & Company3,596$1.60M0.4%+19.7%0.001%
4/25/2024Benedict Financial Advisors Inc.5,094$2.26M0.6%+1.1%0.001%
4/25/2024MTM Investment Management LLC1,075$477K0.2%-16.9%0.000%
4/25/2024Investment Advisory Services Inc. TX ADV48,821$21.68M8.0%+0.7%0.008%
4/25/2024Eudaimonia Partners LLC18,755$8.33M2.0%+1.3%0.003%
4/25/2024Eudaimonia Advisors LLC2,064$916K0.5%+6.8%0.000%
4/25/2024Presidio Capital Management LLC2,732$1.21M0.9%-5.3%0.000%
4/25/2024Olistico Wealth LLC730$324K0.2%+8.5%0.000%
4/25/2024Telos Capital Management Inc.21,475$9.54M1.1%+0.5%0.004%
4/25/2024 MFA Wealth Advisors LLC16,766$7.44M2.0%-4.0%0.003%
4/25/2024 IFG Advisors LLC103,289$45.86M11.9%+4.6%0.018%
4/25/2024 Summit Financial LLC26,804$11.92M0.7%+16.4%0.005%
4/25/2024 IAG Wealth Partners LLC1,016$451K0.1%+33.2%0.000%
4/25/2024 Cambridge Investment Research Advisors Inc.1,496,636$664.52M2.6%+2.6%0.255%
4/25/2024 Gordian Advisors LLC516$229K0.2%N/A0.000%
4/25/2024 Christopher J. Hasenberg Inc52,512$23.32M11.4%-25.9%0.009%
4/25/2024 Intergy Private Wealth LLC124,093$55.10M22.7%-1.1%0.021%
4/24/2024 Private Trust Co. NA18,424$8.18M0.9%-2.9%0.003%
4/24/2024 Elite Wealth Management Inc.15,428$6.85M0.2%+1.5%0.003%
4/24/2024 Leavell Investment Management Inc.14,897$6.62M0.4%+16.0%0.003%
4/24/2024 PSI Advisors LLC62,530$27.76M10.0%-1.4%0.011%
4/24/2024 Zhang Financial LLC4,635$2.06M0.2%+6.0%0.001%
4/24/2024 Wolff Financial Management LLC3,191$1.42M0.4%-13.7%0.001%
4/24/2024 Family Legacy Inc.9,588$4.26M1.5%-0.7%0.002%
4/24/2024 CENTRAL TRUST Co32,917$14.62M0.4%-8.8%0.006%
4/24/2024 Activest Wealth Management31,088$13.80M6.6%+6.5%0.005%
4/24/2024 Oxler Private Wealth LLC63,830$28.34M11.1%+79.9%0.011%
4/24/2024 Newbridge Financial Services Group Inc.6,770$3.01M1.3%+30.0%0.001%
4/24/2024 Pinnacle Wealth Management Group Inc.10,656$4.73M3.5%-23.7%0.002%
4/24/2024 Pegasus Partners Ltd.527$234K0.0%N/A0.000%
4/24/2024 Blue Bell Private Wealth Management LLC6,947$3.08M0.7%-4.2%0.001%
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4/24/2024 Townsend & Associates Inc496$211K0.0%N/A0.000%
4/24/2024 Arlington Capital Management Inc.1,592$707K0.6%-29.8%0.000%
4/24/2024 Trinity Legacy Partners LLC1,291$573K0.2%-10.2%0.000%
4/24/2024 Demars Financial Group LLC563$250K0.1%-26.0%0.000%
4/24/2024 Zullo Investment Group Inc.1,229$546K0.3%-4.5%0.000%
4/24/2024 HMS Capital Management LLC24,377$10.82M6.0%+37.5%0.004%
4/24/2024 Pitti Group Wealth Management LLC1,263$562K0.6%-3.7%0.000%
4/24/2024 Sightline Wealth Advisors LLC7,294$3.24M2.1%-0.5%0.001%
4/24/2024 Round Rock Advisors LLC69,907$31.04M7.4%-1.1%0.012%
4/24/2024 Marino Stram & Associates LLC9,192$4.08M1.0%+0.5%0.002%
(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 ($2.01B), 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 2,694 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 ($28.34M), JPMorgan Chase & Co. ($11.01M), Toronto Dominion Bank ($7.38M), Global Assets Advisory LLC ($3.57M), SG Americas Securities LLC ($2.04M), and CHURCHILL MANAGEMENT Corp ($1.87M).

How much institutional buying is happening at Invesco QQQ?

Institutional investors have bought a total of 371,963,064 shares in the last 24 months. This purchase volume represents approximately $152.40B in transactions.

Which Invesco QQQ major shareholders have been selling company stock?

Of the 2,007 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), TD Asset Management Inc. ($3.59M), CFS Investment Advisory Services LLC ($2.90M), Toronto Dominion Bank ($2.39M), PNC Financial Services Group Inc. ($2.06M), and FMR LLC ($1.40M).

How much institutional selling is happening at Invesco QQQ?

Institutional investors have sold a total of 88,395,414 shares in the last 24 months. This volume of shares sold represents approximately $44.07B in transactions.


This page (NASDAQ:QQQ) was last updated on 4/27/2024 by MarketBeat.com Staff

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