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Invesco QQQ (QQQ) Institutional Ownership

Invesco QQQ logo
$443.82 -0.36 (-0.08%)
Closing price 04/17/2025 03:59 PM Eastern
Extended Trading
$444.96 +1.14 (+0.26%)
As of 04/17/2025 06:24 PM Eastern
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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)
2462
Total
Institutional Inflows
(last 12 months)
$44.52B
Number of
Institutional Sellers
(last 12 months)
1615
Total
Institutional Outflows
(last 12 months)
$26.33B
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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
4/18/2025Mayfair Advisory Group LLC708$332K0.2%-6.6%0.000%
4/18/2025Financial Partners Group LLC3,642$1.71M0.7%+82.8%0.001%
4/18/2025JP Wealth Management Inc.21,203$9.94M3.2%-1.1%0.003%
4/18/2025Wolf Group Capital Advisors594$279K0.1%N/A0.000%
4/18/2025Capital Wealth Management LLC1,653$775K0.3%-2.1%0.000%
4/18/2025Lion Street Advisors LLC17,057$8.00M2.5%+5.4%0.003%
4/18/2025Cornerstone Wealth Management LLC35,961$16.86M1.1%-0.3%0.006%
4/18/2025Mezzasalma Advisors LLC3,273$1.54M0.5%+1.4%0.001%
4/18/2025Shepherd Financial Partners LLC12,887$6.04M0.7%+4.7%0.002%
4/18/2025Clarius Group LLC22,782$10.68M0.7%+429.0%0.004%
4/18/2025Creative Capital Management Investments LLC396$186K0.1%+214.3%0.000%
4/18/2025Financial Perspectives Inc2,837$1.33M0.5%-7.0%0.000%
4/18/2025GSB Wealth Management LLC10,119$4.75M1.2%+4.8%0.002%
4/18/2025Colorado Capital Management Inc.3,488$1.64M0.8%+3.6%0.001%
4/18/2025DHJJ Financial Advisors Ltd.57,171$26.81M10.8%-1.4%0.009%
4/18/2025Optivise Advisory Services LLC3,412$1.60M0.9%+2.0%0.001%
4/18/2025Prosperity Wealth Management Inc.21,052$9.87M4.6%-44.6%0.003%
4/18/2025Tennessee Valley Asset Management Partners19,280$9.04M1.5%-2.7%0.003%
4/18/2025CENTRAL TRUST Co22,266$10.44M0.3%-14.2%0.003%
4/18/2025Global Trust Asset Management LLC20,209$9.48M5.8%-42.7%0.003%
4/18/2025Financial Freedom LLC26,338$12.35M7.1%-1.2%0.004%
4/18/2025Bell Bank381,672$178.97M9.7%+0.2%0.060%
4/18/2025Rakuten Securities Inc.9,121$4.28M2.2%+32.8%0.001%
4/18/2025Insigneo Advisory Services LLC36,485$17.11M1.8%+15.5%0.006%
4/18/2025Demars Financial Group LLC272,456$127.76M0.4%0.0%0.042%
4/18/2025Pacific Capital Wealth Advisors Inc.73,802$34.61M6.0%+3.7%0.012%
4/18/2025Edge Financial Advisors LLC4,967$2.33M1.5%+11.4%0.001%
4/18/2025Wagner Wealth Management LLC5,938$2.78M0.7%-3.4%0.001%
4/18/2025Halbert Hargrove Global Advisors LLC2,489$1.17M0.1%+1.2%0.000%
4/17/2025 NBT Bank N A NY281$132K0.0%+8.9%0.000%
4/17/2025 Robertson Stephens Wealth Management LLC37,340$17.54M0.6%-1.4%0.006%
4/17/2025 Kaydan Wealth Management Inc.6,786$3.18M1.0%+0.8%0.001%
4/17/2025 Strategic Advisors LLC12,301$5.77M1.1%-4.2%0.002%
4/17/2025 Chicago Capital LLC2,764$1.30M0.0%-17.0%0.000%
4/17/2025 Smith Shellnut Wilson LLC ADV25,698$12.05M5.5%-0.6%0.004%
4/17/2025 Vivid Wealth Management LLC36,639$17.18M8.6%-2.1%0.006%
4/17/2025 Vista Investment Partners LLC8,570$4.02M1.2%+0.3%0.001%
4/17/2025 Vicus Capital31,611$14.82M1.4%-11.5%0.005%
4/17/2025 AA Financial Advisors LLC3,725$1.75M0.4%+10.3%0.001%
4/17/2025 Inscription Capital LLC5,231$2.32M0.4%N/A0.001%
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4/17/2025 Blackston Financial Advisory Group LLC3,703$1.74M0.9%-3.9%0.001%
4/17/2025 Fortitude Advisory Group L.L.C.4,599$2.04M1.4%-19.4%0.001%
4/17/2025 Stephens Consulting LLC5,241$2.46M0.6%-3.2%0.001%
4/17/2025 Grove Bank & Trust878$412K0.1%+10.0%0.000%
4/17/2025 Grimes & Company Inc.5,796$2.72M0.1%-3.0%0.001%
4/17/2025 QRG Capital Management Inc.12,709$5.96M0.1%+106.7%0.002%
4/17/2025 Highline Wealth Partners LLC11,423$5.36M1.8%-33.4%0.002%
4/17/2025 Sagespring Wealth Partners LLC112,203$52.61M0.5%+1,408.5%0.018%
4/17/2025 Variant Private Wealth LLC1,323$620K0.7%+22.4%0.000%
4/17/2025 Precedent Wealth Partners LLC1,493$700K0.2%+41.1%0.000%
4/17/2025 Great Lakes Retirement Inc.1,531$718K0.1%-4.6%0.000%
4/17/2025 Carlton Hofferkamp & Jenks Wealth Management LLC9,172$4.07M1.6%+7.1%0.001%
4/17/2025 Adero Partners LLC4,923$2.31M0.2%+1.3%0.001%
4/17/2025 Sowell Financial Services LLC117,726$55.20M2.5%+1.9%0.018%
4/17/2025 Montecito Bank & Trust9,277$4.35M0.8%-4.3%0.001%
4/17/2025 Janney Montgomery Scott LLC838,553$393.22M1.1%+5.5%0.131%
4/17/2025 M.E. Allison & CO. Inc.1,640$769K0.8%+30.4%0.000%
4/17/2025 Northstar Group Inc.2,106$988K0.2%+1.4%0.000%
4/17/2025 Sprinkle Financial Consultants LLC1,506$706K0.4%+2.9%0.000%
4/17/2025 Advanced Asset Management Advisors Inc4,361$2.05M0.6%-16.1%0.001%
4/17/2025 Solstein Capital LLC2,655$1.25M0.7%+1.3%0.000%
4/17/2025 FARMERS & MERCHANTS TRUST Co OF LONG BEACH1,741$816K0.2%-22.1%0.000%
4/17/2025 GEM Asset Management LLC488$231K0.1%-30.7%0.000%
4/17/2025 Trust Point Inc.3,311$1.55M0.1%-1.6%0.001%
4/17/2025 Cyndeo Wealth Partners LLC5,695$2.67M0.2%+69.6%0.001%
4/17/2025 Christensen King & Associates Investment Services Inc.5,211$2.57M1.2%-1.0%0.001%
4/17/2025 Keystone Wealth Services LLC22,004$10.32M2.8%-0.5%0.003%
4/17/2025 Stewardship Advisors LLC3,164$1.48M0.4%+7.3%0.000%
4/17/2025 Abound Wealth Management3,077$1.44M0.5%+8.0%0.000%
4/17/2025 Bank Pictet & Cie Europe AG65,012$30.36M0.7%-2.7%0.010%
4/17/2025 Good Life Advisors LLC15,283$7.17M0.5%+5.6%0.002%
4/17/2025 Trust Co. of Toledo NA OH13,067$6.13M0.8%+35.1%0.002%
4/17/2025 Retirement Solution LLC10,099$4.74M1.3%+1.1%0.002%
4/17/2025 HT Partners LLC15,280$7.17M2.5%+678.0%0.002%
4/17/2025 Fairvoy Private Wealth LLC8,435$3.96M1.1%-36.3%0.001%
4/17/2025 RHS Financial LLC1,827$856K0.5%-12.8%0.000%
4/17/2025 Morton Capital Management LLC CA5,223$2.45M0.5%+17.8%0.001%
4/17/2025 North Star Investment Management Corp.19,833$9.30M0.7%-2.3%0.003%
4/17/2025 D Orazio & Associates Inc.44,130$20.69M3.1%-5.0%0.007%
4/17/2025 Hengehold Capital Management LLC1,959$919K0.1%+1.6%0.000%
4/17/2025 Brighton Jones LLC39,492$18.52M0.6%+3.0%0.006%
4/17/2025 PPSC Investment Service Corp268,821$126.06M14.4%+1.4%0.042%
4/17/2025 ORBA Wealth Advisors L.L.C.14,769$6.93M3.5%+25.9%0.002%
4/17/2025 Newport Capital Group LLC431$202K0.1%N/A0.000%
4/17/2025 BayBridge Capital Group LLC7,995$3.75M2.7%+72.6%0.001%
4/17/2025 Atlas Private Wealth Advisors54,291$25.46M3.5%+126.4%0.008%
4/17/2025 SFM LLC3,565$1.67M1.2%N/A0.001%
4/17/2025 Cornell Pochily Investment Advisors Inc.9,457$4.44M1.6%-1.8%0.001%
4/17/2025 Sound Income Strategies LLC13,151$6.17M0.4%+15.5%0.002%
4/17/2025 Arkansas Financial Group Inc.53,200$23.74M4.1%+5.0%0.008%
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4/17/2025 Partners Wealth Management LLC2,000$938K1.1%+2.4%0.000%
4/17/2025 Foster Victor Wealth Advisors LLC33,777$15.35M1.2%-14.9%0.005%
4/17/2025 Pacific Sun Financial Corp5,900$2.77M1.6%+2.8%0.001%
4/17/2025 Scott Capital Advisors LLC48,307$22.65M6.8%-4.1%0.008%
4/17/2025 Aries Wealth Management3,303$1.55M0.4%+12.2%0.001%
4/17/2025 Ritholtz Wealth Management59,605$27.95M0.8%-85.8%0.009%
4/17/2025 Morey & Quinn Wealth Partners LLC793$372K0.3%+18.4%0.000%
4/17/2025 David J Yvars Group28,395$13.32M10.5%+6.1%0.004%
4/17/2025 Affinity Capital Advisors LLC6,327$2.88M0.6%+18.5%0.001%
4/17/2025 Dynamic Advisor Solutions LLC147,336$69.09M2.3%-5.5%0.023%
(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, 3,506 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 3,158 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 ($3.57M).

How much institutional buying is happening at Invesco QQQ?

Institutional investors have bought a total of 414,150,828 shares in the last 24 months. This purchase volume represents approximately $168.56B in transactions.

Which Invesco QQQ major shareholders have been selling company stock?

Of the 2,221 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. ($1.76M), and PNC Financial Services Group Inc. ($960.30K).

How much institutional selling is happening at Invesco QQQ?

Institutional investors have sold a total of 105,028,423 shares in the last 24 months. This volume of shares sold represents approximately $49.14B in transactions.



This page (NASDAQ:QQQ) was last updated on 4/18/2025 by MarketBeat.com Staff
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