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Invesco NASDAQ Next Gen 100 ETF (QQQJ) Institutional Ownership

Invesco NASDAQ Next Gen 100 ETF logo
$45.42 0.00 (0.00%)
As of 07/2/2026 04:00 PM 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)
75
Total
Institutional Inflows
(last 12 months)
$100.53M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$7.60M
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QQQJ Institutional Buying and Selling by Quarter

Invesco NASDAQ Next Gen 100 ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/18/2026Western Wealth Management LLC16,109$583K0.0%N/A0.067%
6/3/2026NewEdge Advisors LLC29,149$1.06M0.0%-7.5%0.121%
5/19/2026Western Wealth Management LLC16,109$583K0.0%N/A0.067%
5/19/2026NewEdge Advisors LLC25,220$913K0.0%-20.0%0.105%
5/19/2026Bank of America Corp DE170,868$6.19M0.0%-3.7%0.708%
5/18/2026Royal Bank of Canada125,398$4.54M0.0%+62.5%0.520%
5/5/2026Wealthfront Advisers LLC84,278$3.05M0.0%+11.4%0.349%
5/5/2026Ellerson Group Inc. ADV26,982$977K0.6%-1.6%0.112%
5/2/2026International Assets Investment Management LLC1,481$54K0.0%+111.6%0.006%
5/1/2026Fifth Third Bancorp1,175$43K0.0%N/A0.005%
5/1/2026Granite Bay Wealth Management LLC42,804$1.55M0.3%+12.4%0.177%
4/28/2026Bogart Wealth LLC3,938$143K0.0%+191.9%0.016%
4/28/2026Retirement Financial Solutions LLC455,769$16.50M4.7%+2.7%1.899%
4/27/2026World Investment Advisors8,562$310K0.0%+36.9%0.036%
4/27/2026Private Advisor Group LLC9,594$347K0.0%-3.5%0.040%
4/22/2026Systelligence LLC590,730$21.39M4.2%+21.2%2.356%
4/17/2026Brookstone Capital Management31,859$1.15M0.0%-3.9%0.136%
3/17/2026Rockefeller Capital Management L.P.9,159$338K0.0%+24.9%0.040%
3/13/2026World Investment Advisors6,256$231K0.0%N/A0.027%
3/4/2026SHP Wealth Management8,560$315K0.0%N/A0.037%
2/19/2026Invesco Ltd.45,332$1.67M0.0%-8.6%0.198%
2/18/2026Mercer Global Advisors Inc. ADV7,049$260K0.0%-29.4%0.031%
2/18/2026NewEdge Advisors LLC31,509$1.16M0.0%+35.6%0.138%
2/18/2026IHT Wealth Management LLC5,815$214K0.0%-62.0%0.025%
2/17/2026Cetera Investment Advisers43,271$1.60M0.0%+12.2%0.189%
2/17/2026Equitable Holdings Inc.34,135$1.26M0.0%-1.1%0.149%
2/17/2026Tannin Capital LLC27,230$1.00M0.9%N/A0.119%
2/17/2026Osaic Holdings Inc.669,793$24.68M0.0%+68.3%2.930%
2/17/2026Royal Bank of Canada77,178$2.84M0.0%-2.7%0.338%
2/17/2026Pointe Capital Management LLC9,864$363K0.2%-5.3%0.043%
2/16/2026Retirement Financial Solutions LLC443,924$16.36M4.8%+31.1%1.942%
2/16/2026MML Investors Services LLC11,548$426K0.0%-13.0%0.051%
2/16/2026Mariner LLC32,441$1.20M0.0%+4.2%0.142%
2/13/2026Kestra Advisory Services LLC4,711$174K0.0%-29.1%0.021%
2/13/2026Wells Fargo & Company MN294,519$10.85M0.0%+99.5%1.288%
2/13/2026Gerber Kawasaki Wealth & Investment Management169,107$6.23M0.2%-0.6%0.740%
2/12/2026Orion Porfolio Solutions LLC6,949$256K0.0%N/A0.030%
2/12/2026Commonwealth Equity Services LLC77,523$2.86M0.0%+38.5%0.339%
2/12/2026Bank of Montreal Can2,785$103K0.0%-34.7%0.012%
2/11/2026Fortune Financial Group Inc.8,175$331K0.3%N/A0.036%
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2/11/2026LPL Financial LLC467,342$17.22M0.0%+22.8%2.044%
2/11/2026Tradition Wealth Management LLC51,182$1.89M0.1%-3.1%0.224%
2/11/2026Modus Advisors LLC2,250$83K0.0%N/A0.010%
2/10/2026Natixis Advisors LLC12,097$446K0.0%N/A0.053%
2/10/2026Essex Financial Services Inc.77,040$2.84M0.2%-0.9%0.337%
2/10/2026Texas Yale Capital Corp.45,340$1.67M0.1%+0.7%0.198%
2/10/2026Northwestern Mutual Wealth Management Co.12,665$467K0.0%+4.5%0.055%
2/9/2026Kingsview Wealth Management LLC8,693$320K0.0%+9.3%0.038%
2/9/2026Ellerson Group Inc. ADV27,421$1.01M0.7%N/A0.120%
2/6/2026PNC Financial Services Group Inc.781$29K0.0%+178.9%0.003%
2/6/2026McKinley Carter Wealth Services Inc.30,584$1.13M0.1%-1.5%0.134%
2/5/2026Northwestern Mutual Wealth Management Co.428,631$15.80M0.0%+3,437.4%1.887%
2/5/2026Triton Wealth Management PLLC5,368$205K0.1%N/A0.024%
2/5/2026Granite Bay Wealth Management LLC38,095$1.40M0.3%+19.8%0.168%
2/5/2026Allworth Financial LP850$31K0.0%+183.3%0.004%
2/3/2026International Assets Investment Management LLC700$26K0.0%N/A0.003%
2/3/2026Sequoia Financial Advisors LLC5,566$205K0.0%N/A0.025%
2/2/2026Fullerton Advisors LLC7,345$271K0.3%N/A0.032%
2/2/2026Truist Financial Corp8,782$324K0.0%+13.8%0.039%
2/2/2026Oppenheimer & Co. Inc.9,998$368K0.0%+7.2%0.044%
1/30/2026Cannon Capital Management Inc.21,562$795K0.7%N/A0.097%
1/30/2026Bogart Wealth LLC1,349$50K0.0%N/A0.006%
1/30/2026Wealthfront Advisers LLC75,673$2.79M0.0%+7.3%0.340%
1/29/2026Comerica Bank1,175$43K0.0%N/A0.005%
1/29/2026RMR Wealth Builders13,318$491K0.0%-14.6%0.060%
1/29/2026UBS Group AG106,391$3.92M0.0%+116.3%0.478%
1/28/2026Retirement Planning Co of New England Inc.7,477$276K0.1%-13.0%0.034%
1/28/2026Mystic Asset Management Inc.13,765$507K0.1%-3.8%0.062%
1/27/2026Novem Group62,950$2.32M0.3%-1.6%0.283%
1/27/2026Purus Wealth Management LLC123,414$4.55M1.4%+4.4%0.555%
1/27/2026TD Waterhouse Canada Inc.9,583$353K0.0%-32.4%0.043%
1/23/2026Guidance Capital Inc.16,964$669K0.2%N/A0.077%
1/23/2026U.S. Capital Wealth Advisors LLC39,747$1.47M0.0%N/A0.181%
1/22/2026Spirepoint Private Client LLC25,814$951K0.1%+2.6%0.117%
1/22/2026Systelligence LLC487,470$17.96M3.4%N/A2.217%
1/21/2026Flagship Harbor Advisors LLC5,020$185K0.0%-19.9%0.023%
1/21/2026Erickson Financial Group LLC208,881$7.70M4.7%-1.6%0.967%
1/20/2026Realta Investment Advisors780$29K0.0%N/A0.004%
1/15/2026Brookstone Capital Management33,148$1.22M0.0%-1.1%0.154%
1/14/2026Wealthcare Advisory Partners LLC154,383$5.69M0.1%-0.3%0.715%
1/8/2026Wealth Enhancement Advisory Services LLC19,909$771K0.0%-7.7%0.092%
1/7/2026Aventura Private Wealth LLC700$26K0.0%N/A0.003%
1/6/2026WealthCare Investment Partners LLC23,594$885K0.3%+1.3%0.110%
1/1/2026JPMorgan Chase & Co.3,235$116K0.0%-49.5%0.017%
11/21/2025CIBC Bancorp USA Inc.9,032$323K0.0%N/A0.046%
11/20/2025Centaurus Financial Inc.7,126$255K0.0%+7.6%0.037%
11/18/2025Apexium Financial LP22,190$794K0.0%-1.3%0.114%
11/17/2025NewEdge Advisors LLC23,229$831K0.0%+9.9%0.119%
11/17/2025Northwestern Mutual Wealth Management Co.12,117$434K0.0%-16.2%0.062%
11/17/2025Mariner LLC31,126$1.11M0.0%-1.2%0.160%
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11/17/2025Mercer Global Advisors Inc. ADV9,985$357K0.0%-24.6%0.051%
11/17/2025Focus Partners Wealth22,752$814K0.0%+123.5%0.117%
11/17/2025Bank of America Corp DE175,695$6.29M0.0%-0.2%0.903%
11/17/2025Ameriprise Financial Inc.123,684$4.43M0.0%+67.8%0.636%
11/14/2025Raymond James Financial Inc.1,147,467$41.07M0.0%+0.8%5.900%
11/14/2025Equitable Holdings Inc.34,512$1.24M0.0%+4.3%0.177%
11/13/2025UBS Group AG49,196$1.76M0.0%+51.7%0.253%
11/13/2025Financial Life Planners986$35K0.0%N/A0.005%
11/13/2025Gerber Kawasaki Wealth & Investment Management170,184$6.09M0.2%+1.7%0.875%
11/13/2025Private Advisor Group LLC9,726$348K0.0%-13.3%0.050%


QQQJ Institutional Ownership - Frequently Asked Questions

During the previous two years, 136 institutional investors and hedge funds held shares of Invesco NASDAQ Next Gen 100 ETF. The most heavily invested institutionals were Raymond James Financial Inc. ($41.07M), Raymond James Financial Services Advisors Inc. ($38.13M), Osaic Holdings Inc. ($24.68M), Systelligence LLC ($21.39M), LPL Financial LLC ($17.22M), LRI Investments LLC ($17.09M), and Retirement Financial Solutions LLC ($16.50M).Learn more on Invesco NASDAQ Next Gen 100 ETF's institutional investors.

Of the 109 institutional investors that purchased Invesco NASDAQ Next Gen 100 ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($2.66M), Jane Street Group LLC ($776.40K), Systelligence LLC ($590.73K), LRI Investments LLC ($562.68K), Retirement Financial Solutions LLC ($455.77K), Northwestern Mutual Wealth Management Co. ($420.59K), and Osaic Holdings Inc. ($271.84K).

Institutional investors have bought a total of 2,766,390 shares in the last 24 months. This purchase volume represents approximately $100.53M in transactions.

Of the 43 institutional investors that sold Invesco NASDAQ Next Gen 100 ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James Financial Inc. ($46.70K), Erickson Financial Group LLC ($31.12K), Envestnet Asset Management Inc. ($18.36K), Bank of America Corp DE ($14.99K), NewEdge Advisors LLC ($10.75K), IHT Wealth Management LLC ($9.49K), and Avantax Advisory Services Inc. ($8.52K).

Institutional investors have sold a total of 223,873 shares in the last 24 months. This volume of shares sold represents approximately $7.60M in transactions.


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This page (NASDAQ:QQQJ) was last updated on 7/5/2026 by MarketBeat.com Staff.
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