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Invesco NASDAQ Next Gen 100 ETF (QQQJ) Institutional Ownership

Invesco NASDAQ Next Gen 100 ETF logo
$29.50 +0.61 (+2.11%)
As of 11:47 AM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco NASDAQ Next Gen 100 ETF (NASDAQ:QQQJ)

Number of
Institutional Buyers
(last 12 months)
57
Total
Institutional Inflows
(last 12 months)
$150.71M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$34.62M
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QQQJ Institutional Buying and Selling by Quarter

Invesco NASDAQ Next Gen 100 ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2025CWM LLC3,452$100K0.0%-34.7%0.017%
5/1/2025SteelPeak Wealth LLC89,405$2.59M0.1%+4.1%0.448%
4/29/2025 Envestnet Asset Management Inc.30,976$899K0.0%-15.7%0.155%
4/25/2025 WASHINGTON TRUST Co1,000$29K0.0%-33.3%0.005%
4/25/2025 Essex Financial Services Inc.83,145$2.41M0.2%-2.3%0.411%
4/23/2025 Gerber LLC26,122$758K0.6%-19.4%0.129%
4/23/2025 Spirepoint Private Client LLC24,391$708K0.1%+18.8%0.121%
4/22/2025 Cambridge Investment Research Advisors Inc.21,398$621K0.0%-7.8%0.106%
4/22/2025 WealthCare Investment Partners LLC23,750$636K0.3%-45.5%0.118%
4/22/2025 Congress Park Capital LLC9,898$287K0.1%+5.0%0.049%
4/16/2025 Wealth Enhancement Advisory Services LLC25,899$751K0.0%-22.0%0.128%
4/16/2025 Goldstone Financial Group LLC18,828$546K0.1%+76.4%0.093%
4/16/2025 RMR Wealth Builders18,631$540K0.1%-11.8%0.092%
4/15/2025 Erickson Financial Group LLC239,997$6.96M5.2%-1.8%1.186%
4/15/2025 GPS Wealth Strategies Group LLC962$28K0.0%+67.0%0.005%
4/15/2025 Wealthcare Advisory Partners LLC134,665$3.91M0.1%+1.3%0.666%
4/10/2025 Granite Bay Wealth Management LLC10,250$297K0.1%-19.6%0.051%
3/24/2025 Mascagni Wealth Management Inc.2,461$76K0.1%N/A0.012%
3/17/2025 Wealth Enhancement Advisory Services LLC33,201$1.03M0.0%-14.7%0.158%
3/12/2025Centaurus Financial Inc.6,991$216K0.0%-15.2%0.033%
2/18/2025 Novem Group65,200$2.01M0.3%N/A0.310%
2/17/2025Focus Partners Wealth11,111$343K0.0%N/A0.053%
2/17/2025Cresset Asset Management LLC28,149$869K0.0%-6.6%0.134%
2/17/2025Cetera Investment Advisers27,284$843K0.0%-3.0%0.130%
2/17/2025Bank of America Corp DE227,855$7.04M0.0%+0.5%1.084%
2/17/2025Ameriprise Financial Inc.75,816$2.34M0.0%-9.5%0.361%
2/17/2025Aptus Capital Advisors LLC1,877$58K0.0%+221.4%0.009%
2/14/2025Mercer Global Advisors Inc. ADV22,742$702K0.0%+111.8%0.108%
2/14/2025Jane Street Group LLC24,746$764K0.0%-96.8%0.118%
2/14/2025Wick Capital Partners LLC88,934$2.75M0.5%+788.0%0.423%
2/14/2025Lido Advisors LLC52,471$1.62M0.0%+35.2%0.250%
2/14/2025Gerber Kawasaki Wealth & Investment Management169,806$5.24M0.2%+7.6%0.808%
2/14/2025Prosperity Consulting Group LLC6,625$205K0.0%-25.4%0.032%
2/14/2025 Topsail Wealth Management LLC3,005$93K0.0%N/A0.014%
2/14/2025IHT Wealth Management LLC21,432$662K0.0%-9.3%0.102%
2/14/2025 OneDigital Investment Advisors LLC6,719$207K0.0%N/A0.032%
2/14/2025TD Waterhouse Canada Inc.13,943$431K0.0%+10.1%0.066%
2/14/2025Tower Research Capital LLC TRC 10,286$318K0.0%-54.0%0.049%
2/14/2025Tradition Wealth Management LLC55,488$1.71M0.2%-4.8%0.264%
2/13/2025NewEdge Advisors LLC26,443$817K0.0%-1.5%0.126%
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2/13/2025Finward Bancorp6,655$206K0.2%N/A0.032%
2/13/2025Mariner LLC32,979$1.02M0.0%-2.8%0.157%
2/13/2025Rockefeller Capital Management L.P.12,270$379K0.0%-4.8%0.058%
2/13/2025Raymond James Financial Inc.1,325,763$40.94M0.0%N/A6.307%
2/13/2025Texas Yale Capital Corp.15,190$469K0.0%N/A0.072%
2/13/2025Invesco Ltd.48,785$1.51M0.0%+99.9%0.232%
2/13/2025Bank of Montreal Can1,610$50K0.0%-97.0%0.008%
2/13/2025 Envestnet Asset Management Inc.36,758$1.14M0.0%+19.8%0.175%
2/13/2025Wells Fargo & Company MN179,752$5.55M0.0%-1.5%0.855%
2/12/2025National Bank of Canada FI2,080$64K0.0%-304.3%0.010%
2/12/2025JPMorgan Chase & Co.7,936$245K0.0%+11.1%0.038%
2/11/2025LPL Financial LLC367,041$11.33M0.0%+3.4%1.746%
2/10/2025Commonwealth Equity Services LLC42,224$1.30M0.0%-6.4%0.201%
2/10/2025Avantax Advisory Services Inc.78,366$2.42M0.0%+9.8%0.373%
2/7/2025HighTower Advisors LLC12,783$395K0.0%-10.2%0.061%
2/7/2025Wealthfront Advisers LLC36,353$1.12M0.0%-20.3%0.173%
2/6/2025Raymond James Financial Inc.1,325,763$40.94M0.0%N/A6.307%
2/6/2025SBI Securities Co. Ltd.5,480$169K0.0%N/A0.026%
2/6/2025Jones Financial Companies Lllp89,102$2.75M0.0%+11.7%0.424%
2/3/2025Private Advisor Group LLC12,040$372K0.0%+2.9%0.057%
2/3/2025 Flagstar Advisors Inc.7,662$237K0.1%-64.5%0.036%
1/30/2025 Ellis Investment Partners LLC8,937$276K0.1%-4.6%0.042%
1/30/2025 Erickson Financial Group LLC244,367$7.55M5.4%-0.3%1.161%
1/29/2025 Essex Financial Services Inc.85,061$2.63M0.2%-1.6%0.404%
1/27/2025Trilogy Capital Inc.173,479$5.36M0.3%N/A0.824%
1/27/2025 Mirae Asset Global Investments Co. Ltd.28,059$879K0.0%-22.1%0.133%
1/24/2025 Financial Life Planners978$30K0.0%N/A0.005%
1/23/2025 McKinley Carter Wealth Services Inc.31,721$980K0.1%-14.1%0.151%
1/23/2025SteelPeak Wealth LLC85,905$2.65M0.1%N/A0.408%
1/22/2025Apexium Financial LP26,822$828K0.1%-9.8%0.127%
1/21/2025 Flagship Harbor Advisors LLC10,531$325K0.0%N/A0.050%
1/21/2025 Cornerstone Wealth Management LLC28,774$889K0.1%+6.4%0.136%
1/16/2025Purus Wealth Management LLC89,251$2.76M1.1%+553.5%0.424%
1/15/2025 Wealthcare Advisory Partners LLC132,993$4.11M0.1%+2.7%0.632%
1/15/2025 Goldstone Financial Group LLC10,676$330K0.1%N/A0.051%
1/14/2025 RMR Wealth Builders21,135$653K0.1%-2.5%0.100%
1/13/2025 Brookstone Capital Management30,030$927K0.0%+92.9%0.143%
1/10/2025 RMR Wealth Builders21,135$653K0.1%-2.5%0.100%
1/3/2025 Modus Advisors LLC2,805$87K0.0%N/A0.013%
12/26/2024JPMorgan Chase & Co.7,141$217K0.0%-47.0%0.033%
11/15/2024LRI Investments LLC562,679$17.09M1.5%N/A2.616%
11/15/2024MML Investors Services LLC14,525$441K0.0%+2.8%0.068%
11/15/2024Jane Street Group LLC776,397$23.58M0.0%N/A3.609%
11/14/2024Tradition Wealth Management LLC58,259$1.77M0.2%-3.1%0.271%
11/13/2024FMR LLC6,843$208K0.0%+60.9%0.032%
11/5/2024 Proactive Wealth Strategies LLC13,363$406K0.2%N/A0.062%
10/24/2024Pointe Capital Management LLC10,707$325K0.2%-4.1%0.048%
10/24/2024 Wealth Enhancement Advisory Services LLC38,913$1.18M0.0%-23.1%0.175%
10/23/2024 Mirae Asset Global Investments Co. Ltd.36,018$1.09M0.0%-15.0%0.162%
10/22/2024Private Advisor Group LLC11,698$355K0.0%-6.6%0.053%
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10/19/2024 DMC Group LLC16,916$514K0.4%N/A0.076%
10/16/2024 McKinley Carter Wealth Services Inc.36,919$1.12M0.1%-16.3%0.166%
10/8/2024 WealthCare Investment Partners LLC43,753$1.32M0.6%+3.3%0.195%
10/8/2024 Brookstone Capital Management15,571$473K0.0%-35.6%0.069%
10/3/2024 Granite Bay Wealth Management LLC12,750$387K0.2%N/A0.055%
8/21/2024 Truist Financial Corp36,166$1.01M0.0%-4.2%0.157%
8/16/2024Northwestern Mutual Wealth Management Co.28,306$789K0.0%-10.1%0.123%
8/16/2024NewEdge Advisors LLC35,888$1M0.0%-27.8%0.156%
8/16/2024 Goodman Advisory Group LLC1,369$38K0.0%+114.6%0.006%
8/12/2024Mercer Global Advisors Inc. ADV14,734$411K0.0%-12.1%0.064%
(Data available from 1/1/2016 forward)

QQQJ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of QQQJ shares?

During the previous two years, 132 institutional investors and hedge funds held shares of Invesco NASDAQ Next Gen 100 ETF. The most heavily invested institutionals were Raymond James Financial Inc. ($40.94M), Raymond James Financial Services Advisors Inc. ($38.13M), LRI Investments LLC ($17.09M), LPL Financial LLC ($11.33M), Bank of America Corp DE ($7.04M), Erickson Financial Group LLC ($6.96M), and Osaic Holdings Inc. ($5.74M).Learn more on QQQJ's institutional investors.

Which institutional investors have been buying Invesco NASDAQ Next Gen 100 ETF stock?

Of the 100 institutional investors that purchased Invesco NASDAQ Next Gen 100 ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($2.65M), Trilogy Capital Inc. ($836.64K), Jane Street Group LLC ($776.40K), LRI Investments LLC ($562.68K), Raymond James Financial Services Advisors Inc. ($296.49K), International Assets Investment Management LLC ($211.22K), and SteelPeak Wealth LLC ($185.03K).

How much institutional buying is happening at Invesco NASDAQ Next Gen 100 ETF?

Institutional investors have bought a total of 6,695,968 shares in the last 24 months. This purchase volume represents approximately $200.66M in transactions.

Which Invesco NASDAQ Next Gen 100 ETF major shareholders have been selling company stock?

Of the 70 institutional investors that sold Invesco NASDAQ Next Gen 100 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: McKinley Carter Wealth Services Inc. ($799.18K), Jane Street Group LLC ($751.65K), LPL Financial LLC ($248.13K), Goldstein Advisors LLC ($222.66K), Raymond James & Associates ($104.69K), Brookstone Capital Management ($97.58K), and Raymond James Financial Services Advisors Inc. ($87.29K).

How much institutional selling is happening at Invesco NASDAQ Next Gen 100 ETF?

Institutional investors have sold a total of 3,011,762 shares in the last 24 months. This volume of shares sold represents approximately $90.04M in transactions.



This page (NASDAQ:QQQJ) was last updated on 5/2/2025 by MarketBeat.com Staff
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