Invesco QQQ (QQQ) Institutional Ownership

$462.97

+4.70 (+1.03%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 44.58%
Number of Institutional Buyers (last 12 months): 2005
Total Institutional Inflows (last 12 months): $31.02B

Number of Institutional Sellers (last 12 months): 1460
Total Institutional Outflows (last 12 months): $21.00B

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QQQ Institutional Buying and Selling by Quarter

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Invesco QQQ Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Latitude Advisors LLC	21,400	$10.25M	6.3%	+33.5%	0.004%
7/26/2024	My Personal CFO LLC	15,654	$7.50M	4.0%	+4.3%	0.003%
7/26/2024	Signature Estate & Investment Advisors LLC	28,376	$13.60M	0.3%	+458.0%	0.005%
7/26/2024	Allspring Global Investments Holdings LLC	102,111	$48.92M	0.1%	+14.8%	0.017%
7/26/2024	First Command Advisory Services Inc.	1,691	$810K	0.0%	-3.0%	0.000%
7/26/2024	Tanglewood Wealth Management Inc.	80,186	$38.42M	4.8%	0.0%	0.013%
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7/26/2024	Sierra Capital LLC	3,289	$1.58M	0.2%	-3.1%	0.001%
7/26/2024	St. Johns Investment Management Company LLC	474	$227K	0.1%	-118.9%	0.000%
7/26/2024	Hyman Charles D	10,054	$4.82M	0.3%	+10.4%	0.002%
7/26/2024	Bailard Inc.	262,021	$125.54M	3.5%	-4.3%	0.043%
7/26/2024	Verdence Capital Advisors LLC	5,300	$2.54M	0.2%	-1.9%	0.001%
7/26/2024	Paulson Wealth Management Inc.	13,686	$6.56M	1.9%	-5.0%	0.002%
7/26/2024	AlphaCentric Advisors LLC	3,257	$1.56M	1.1%	+188.7%	0.001%
7/26/2024	Bank of New York Mellon Corp	307,529	$147.34M	0.0%	-11.2%	0.051%
7/26/2024	Bristlecone Advisors LLC	21,060	$10.09M	0.9%	-0.4%	0.003%
7/26/2024	Salomon & Ludwin LLC	2,509	$1.20M	0.1%	-20.6%	0.000%
7/26/2024	TFG Advisers LLC	1,657	$794K	0.3%	+14.2%	0.000%
7/26/2024	Patten Group Inc.	1,490	$714K	0.2%	+11.4%	0.000%
7/26/2024	Townsend Asset Management Corp NC ADV	38,906	$18.64M	7.2%	+0.4%	0.006%
7/26/2024	IMA Advisory Services Inc.	1,975	$946K	0.2%	-2.4%	0.000%
7/26/2024	Proficio Capital Partners LLC	18,575	$8.90M	0.9%	-4.0%	0.003%
7/26/2024	Catalyst Capital Advisors LLC	3,490	$1.67M	0.0%	-30.6%	0.001%
7/25/2024	Christopher J. Hasenberg Inc	59,752	$28.63M	13.0%	+13.8%	0.010%
7/25/2024	Systelligence LLC	26,018	$12.47M	3.3%	-12.3%	0.004%
7/25/2024	Roger Wittlin Investment Advisory LLC	13,298	$6.37M	4.1%	+26.9%	0.002%
7/25/2024	New Millennium Group LLC	1,754	$840K	0.5%	-1.8%	0.000%
7/25/2024	Rooted Wealth Advisors Inc.	694	$333K	0.1%	+13.2%	0.000%
7/25/2024	First Heartland Consultants Inc.	50,771	$24.24M	1.7%	-24.4%	0.008%
7/25/2024	Addison Capital Co	1,204	$577K	0.3%	+74.5%	0.000%
7/25/2024	MinichMacGregor Wealth Management LLC	2,778	$1.33M	0.3%	-1.3%	0.000%
7/25/2024	Hills Bank & Trust Co	381	$183K	0.0%	-16.4%	0.000%
7/25/2024	Cypress Capital Group	22,995	$11.02M	1.3%	+3.4%	0.004%
7/25/2024	Raymond James Trust N.A.	33,281	$15.95M	0.4%	+9.6%	0.006%
7/25/2024	TNF LLC	5,414	$2.51M	0.9%	-0.5%	0.001%
7/25/2024	Pineridge Advisors LLC	401	$192K	0.1%	+190.6%	0.000%
7/25/2024	Highland Capital Management LLC	1,114	$534K	0.0%	-8.2%	0.000%
7/25/2024	Capital Advisors Ltd. LLC	27,550	$13.20M	1.7%	+3.5%	0.005%
7/25/2024	AMG National Trust Bank	92,355	$44.25M	1.2%	+4.2%	0.015%
7/25/2024	Sigma Investment Counselors Inc.	19,770	$9.47M	0.5%	+10.4%	0.003%
7/25/2024	Adaptive Financial Consulting LLC	29,863	$14.31M	6.2%	+0.6%	0.005%
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7/25/2024	SimpliFi Inc.	1,417	$679K	0.3%	+9.9%	0.000%
7/25/2024	Dodds Wealth LLC	1,287	$641K	0.3%	-3.7%	0.000%
7/25/2024	POM Investment Strategies LLC	29,646	$14.20M	11.4%	+1.5%	0.005%
7/25/2024	Calamos Wealth Management LLC	4,410	$2.11M	0.1%	-0.9%	0.001%
7/25/2024	Independence Bank of Kentucky	2,055	$985K	0.3%	+1.2%	0.000%
7/25/2024	Bryant Woods Investment Advisors LLC	785	$376K	0.3%	+14.6%	0.000%
7/25/2024	Clear Creek Financial Management LLC	90,295	$43.26M	5.2%	-1.8%	0.015%
7/25/2024	SNS Financial Group LLC	5,309	$2.55M	0.3%	+2.3%	0.001%
7/25/2024	Levy Wealth Management Group LLC	11,054	$5.30M	1.4%	-1.5%	0.002%
7/25/2024	Pettinga Financial Advisors LLC	13,621	$6.53M	1.6%	-9.2%	0.002%
7/25/2024	Pinnacle Wealth Management Advisory Group LLC	46,108	$22.09M	2.3%	+5.2%	0.008%
7/25/2024	Destiny Wealth Partners LLC	13,340	$6.39M	1.1%	-6.6%	0.002%
7/25/2024	Spirit of America Management Corp NY	329	$158K	0.0%	N/A	0.000%
7/25/2024	Community Financial Services Group LLC	2,343	$1.12M	0.2%	-5.1%	0.000%
7/25/2024	Moody Lynn & Lieberson LLC	662	$317K	0.0%	+8.2%	0.000%
7/25/2024	Yeomans Consulting Group Inc.	45,958	$22.02M	8.5%	-11.9%	0.008%
7/25/2024	Vivid Wealth Management LLC	35,025	$16.78M	9.4%	+10.3%	0.006%
7/25/2024	Tranquility Partners LLC	3,019	$1.45M	0.6%	-16.6%	0.000%
7/25/2024	Retirement Solution LLC	10,936	$5.24M	1.4%	-4.4%	0.002%
7/25/2024	Tanager Wealth Management LLP	2,048	$983K	0.1%	+3.2%	0.000%
7/25/2024	Institute for Wealth Management LLC.	29,605	$14.18M	1.9%	-24.0%	0.005%
7/25/2024	RPS Advisory Solutions LLC	7,544	$3.62M	3.3%	N/A	0.001%
7/25/2024	Lakeshore Financial Planning Inc.	6,434	$3.08M	1.5%	+7.7%	0.001%
7/25/2024	Washburn Capital Management Inc.	43,540	$20.86M	14.9%	-0.1%	0.007%
7/25/2024	Kanawha Capital Management LLC	5,673	$2.72M	0.2%	-1.9%	0.001%
7/25/2024	Planning Alternatives Ltd. ADV	873	$418K	0.1%	N/A	0.000%
7/25/2024	RFP Financial Group LLC	200	$96K	0.0%	+852.4%	0.000%
7/25/2024	Waterway Wealth Management LLC	801	$384K	0.2%	-29.7%	0.000%
7/25/2024	Destination Wealth Management	13,718	$6.57M	0.2%	+4.0%	0.002%
7/25/2024	Bank Pictet & Cie Europe AG	73,572	$35.25M	0.9%	+3.3%	0.012%
7/25/2024	First Merchants Corp	752	$360K	0.0%	N/A	0.000%
7/25/2024	Banque Pictet & Cie SA	18,587	$8.91M	0.1%	-2.7%	0.003%
7/25/2024	Financial Guidance Group Inc.	24,937	$11.95M	7.3%	+12.9%	0.004%
7/25/2024	Private Wealth Group LLC	4,693	$2.25M	1.2%	-11.9%	0.001%
7/25/2024	Beacon Capital Management LLC	84,119	$40.30M	7.4%	+18.6%	0.014%
7/25/2024	Atlantic Union Bankshares Corp	1,913	$917K	0.1%	+4.9%	0.000%
7/24/2024	McAdam LLC	4,718	$2.26M	0.1%	+16.6%	0.001%
7/24/2024	LRI Investments LLC	1,468	$703K	0.1%	+9.8%	0.000%
7/24/2024	Gilliland Jeter Wealth Management LLC	1,703	$816K	0.3%	+4.7%	0.000%
7/24/2024	Colton Groome Financial Advisors LLC	6,177	$2.96M	1.2%	-19.4%	0.001%
7/24/2024	EWA LLC	1,531	$736K	0.3%	+5.1%	0.000%
7/24/2024	Family Firm Inc.	738	$354K	0.0%	+3.1%	0.000%
7/24/2024	Baskin Financial Services Inc.	980	$470K	0.0%	-57.0%	0.000%
7/24/2024	Paladin Advisory Group LLC	6,144	$2.96M	2.3%	+2.9%	0.001%
7/24/2024	Silverleafe Capital Partners LLC	41,327	$19.80M	6.9%	+1.7%	0.007%
7/24/2024	White Pine Investment CO	10,862	$5.20M	1.5%	+0.8%	0.002%
7/24/2024	TrueWealth Advisors LLC	17,686	$8.47M	3.1%	+3.3%	0.003%
7/24/2024	Transcendent Capital Group LLC	9,252	$4.43M	2.6%	-0.8%	0.002%
7/24/2024	Penbrook Management LLC	1,495	$716K	0.4%	+1.7%	0.000%
7/24/2024	Joseph P. Lucia & Associates LLC	9,393	$4.50M	2.3%	+4.3%	0.002%
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7/24/2024	Traynor Capital Management Inc.	15,345	$7.35M	0.6%	+7.6%	0.003%
7/24/2024	HMS Capital Management LLC	22,437	$10.75M	5.6%	-8.0%	0.004%
7/24/2024	Quotient Wealth Partners LLC	1,299	$622K	0.0%	+89.9%	0.000%
7/24/2024	Rezny Wealth Management Inc.	432	$207K	0.1%	N/A	0.000%
7/24/2024	Everhart Financial Group Inc.	783	$375K	0.1%	+3.8%	0.000%
7/24/2024	Premier Path Wealth Partners LLC	3,946	$1.89M	0.3%	N/A	0.001%
7/24/2024	CV Advisors LLC	24,536	$11.76M	6.2%	+21.7%	0.004%
7/24/2024	Charter Oak Capital Management LLC	1,631	$782K	0.1%	-4.0%	0.000%
7/24/2024	Catalina Capital Group LLC	2,871	$1.38M	0.5%	+9.3%	0.000%
7/24/2024	American Financial Advisors LLC	125,358	$60.06M	8.5%	-5.2%	0.021%

(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, 3,026 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 2,694 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 ($28.28M), JPMorgan Chase & Co. ($7.87M), Toronto Dominion Bank ($7.38M), Global Assets Advisory LLC ($3.57M), Steel Grove Capital Advisors LLC ($3.10M), and Granite Bay Wealth Management LLC ($2.08M).

How much institutional buying is happening at Invesco QQQ?: Institutional investors have bought a total of 366,269,253 shares in the last 24 months. This purchase volume represents approximately $146.35B in transactions.
Which Invesco QQQ major shareholders have been selling company stock?: Of the 2,043 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 79,717,030 shares in the last 24 months. This volume of shares sold represents approximately $37.33B in transactions.