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Invesco NASDAQ Next Gen 100 ETF (QQQJ) Institutional Ownership

Invesco NASDAQ Next Gen 100 ETF logo
$46.65 -0.13 (-0.28%)
As of 02:04 PM Eastern

Institutional Ownership Changes (13F Filings) for Invesco NASDAQ Next Gen 100 ETF (NASDAQ:QQQJ)

Number of
Institutional Buyers
(last 12 months)
65
Total
Institutional Inflows
(last 12 months)
$97.04M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$4.40M
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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
7/10/2026 Wealthcare Advisory Partners LLC151,556$6.89M0.1%-3.2%0.599%
7/7/2026 City Center Advisors LLC5,563$253K0.2%N/A0.022%
6/18/2026Western Wealth Management LLC16,109$583K0.0%N/A0.067%
6/3/2026 NewEdge Advisors LLC29,149$1.06M0.0%-7.5%0.121%
5/19/2026Western Wealth Management LLC16,109$583K0.0%N/A0.067%
5/19/2026 NewEdge 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%
5/5/2026 Wealthfront Advisers LLC84,278$3.05M0.0%+11.4%0.349%
5/5/2026 Ellerson Group Inc. ADV26,982$977K0.6%-1.6%0.112%
5/2/2026 International Assets Investment Management LLC1,481$54K0.0%+111.6%0.006%
5/1/2026 Fifth Third Bancorp1,175$43K0.0%N/A0.005%
5/1/2026Granite Bay Wealth Management LLC42,804$1.55M0.3%+12.4%0.177%
4/28/2026 Bogart Wealth LLC3,938$143K0.0%+191.9%0.016%
4/28/2026 Retirement Financial Solutions LLC455,769$16.50M4.7%+2.7%1.899%
4/27/2026World Investment Advisors8,562$310K0.0%+36.9%0.036%
4/27/2026 Private Advisor Group LLC9,594$347K0.0%-3.5%0.040%
4/22/2026 Systelligence LLC590,730$21.39M4.2%+21.2%2.356%
4/17/2026 Brookstone 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%
3/4/2026 SHP Wealth Management8,560$315K0.0%N/A0.037%
2/19/2026Invesco Ltd.45,332$1.67M0.0%-8.6%0.198%
2/18/2026 Mercer Global Advisors Inc. ADV7,049$260K0.0%-29.4%0.031%
2/18/2026 NewEdge Advisors LLC31,509$1.16M0.0%+35.6%0.138%
2/18/2026IHT Wealth Management LLC5,815$214K0.0%-62.0%0.025%
2/17/2026 Cetera Investment Advisers43,271$1.60M0.0%+12.2%0.189%
2/17/2026Equitable Holdings Inc.34,135$1.26M0.0%-1.1%0.149%
2/17/2026 Tannin 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%
2/16/2026 Retirement Financial Solutions LLC443,924$16.36M4.8%+31.1%1.942%
2/16/2026 MML Investors Services LLC11,548$426K0.0%-13.0%0.051%
2/16/2026Mariner LLC32,441$1.20M0.0%+4.2%0.142%
2/13/2026 Kestra Advisory Services LLC4,711$174K0.0%-29.1%0.021%
2/13/2026Wells Fargo & Company MN294,519$10.85M0.0%+99.5%1.288%
2/13/2026 Gerber Kawasaki Wealth & Investment Management169,107$6.23M0.2%-0.6%0.740%
2/12/2026Orion Porfolio Solutions LLC6,949$256K0.0%N/A0.030%
2/12/2026 Commonwealth Equity Services LLC77,523$2.86M0.0%+38.5%0.339%
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2/12/2026 Bank of Montreal Can2,785$103K0.0%-34.7%0.012%
2/11/2026 Fortune Financial Group Inc.8,175$331K0.3%N/A0.036%
2/11/2026 LPL Financial LLC467,342$17.22M0.0%+22.8%2.044%
2/11/2026 Tradition Wealth Management LLC51,182$1.89M0.1%-3.1%0.224%
2/11/2026 Modus Advisors LLC2,250$83K0.0%N/A0.010%
2/10/2026Natixis Advisors LLC12,097$446K0.0%N/A0.053%
2/10/2026 Essex Financial Services Inc.77,040$2.84M0.2%-0.9%0.337%
2/10/2026 Texas Yale Capital Corp.45,340$1.67M0.1%+0.7%0.198%
2/10/2026 Northwestern 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%
2/9/2026 Ellerson Group Inc. ADV27,421$1.01M0.7%N/A0.120%
2/6/2026 PNC Financial Services Group Inc.781$29K0.0%+178.9%0.003%
2/6/2026 McKinley Carter Wealth Services Inc.30,584$1.13M0.1%-1.5%0.134%
2/5/2026 Northwestern Mutual Wealth Management Co.428,631$15.80M0.0%+3,437.4%1.887%
2/5/2026 Triton Wealth Management PLLC5,368$205K0.1%N/A0.024%
2/5/2026Granite Bay Wealth Management LLC38,095$1.40M0.3%+19.8%0.168%
2/5/2026 Allworth Financial LP850$31K0.0%+183.3%0.004%
2/3/2026 International Assets Investment Management LLC700$26K0.0%N/A0.003%
2/3/2026 Sequoia Financial Advisors LLC5,566$205K0.0%N/A0.025%
2/2/2026 Fullerton Advisors LLC7,345$271K0.3%N/A0.032%
2/2/2026 Truist Financial Corp8,782$324K0.0%+13.8%0.039%
2/2/2026 Oppenheimer & Co. Inc.9,998$368K0.0%+7.2%0.044%
1/30/2026 Cannon Capital Management Inc.21,562$795K0.7%N/A0.097%
1/30/2026 Bogart Wealth LLC1,349$50K0.0%N/A0.006%
1/30/2026 Wealthfront Advisers LLC75,673$2.79M0.0%+7.3%0.340%
1/29/2026Comerica Bank1,175$43K0.0%N/A0.005%
1/29/2026 RMR Wealth Builders13,318$491K0.0%-14.6%0.060%
1/29/2026UBS Group AG106,391$3.92M0.0%+116.3%0.478%
1/28/2026 Retirement Planning Co of New England Inc.7,477$276K0.1%-13.0%0.034%
1/28/2026 Mystic Asset Management Inc.13,765$507K0.1%-3.8%0.062%
1/27/2026 Novem Group62,950$2.32M0.3%-1.6%0.283%
1/27/2026 Purus Wealth Management LLC123,414$4.55M1.4%+4.4%0.555%
1/27/2026 TD Waterhouse Canada Inc.9,583$353K0.0%-32.4%0.043%
1/23/2026 Guidance Capital Inc.16,964$669K0.2%N/A0.077%
1/23/2026U.S. Capital Wealth Advisors LLC39,747$1.47M0.0%N/A0.181%
1/22/2026 Spirepoint Private Client LLC25,814$951K0.1%+2.6%0.117%
1/22/2026 Systelligence LLC487,470$17.96M3.4%N/A2.217%
1/21/2026 Flagship Harbor Advisors LLC5,020$185K0.0%-19.9%0.023%
1/21/2026 Erickson Financial Group LLC208,881$7.70M4.7%-1.6%0.967%
1/20/2026 Realta Investment Advisors780$29K0.0%N/A0.004%
1/15/2026 Brookstone Capital Management33,148$1.22M0.0%-1.1%0.154%
1/14/2026 Wealthcare Advisory Partners LLC154,383$5.69M0.1%-0.3%0.715%
1/8/2026 Wealth Enhancement Advisory Services LLC19,909$771K0.0%-7.7%0.092%
1/7/2026 Aventura Private Wealth LLC700$26K0.0%N/A0.003%
1/6/2026 WealthCare Investment Partners LLC23,594$885K0.3%+1.3%0.110%
1/1/2026 JPMorgan 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%
11/17/2025 NewEdge Advisors LLC23,229$831K0.0%+9.9%0.119%
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11/17/2025 Northwestern Mutual Wealth Management Co.12,117$434K0.0%-16.2%0.062%
11/17/2025Mariner LLC31,126$1.11M0.0%-1.2%0.160%
11/17/2025 Mercer Global Advisors Inc. ADV9,985$357K0.0%-24.6%0.051%
11/17/2025 Focus 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%
11/13/2025 Financial Life Planners986$35K0.0%N/A0.005%


QQQJ Institutional Ownership - Frequently Asked Questions

During the previous two years, 130 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), Osaic Holdings Inc. ($24.68M), Systelligence LLC ($21.39M), LPL Financial LLC ($17.22M), LRI Investments LLC ($17.09M), Retirement Financial Solutions LLC ($16.50M), and Wells Fargo & Company MN ($10.85M).Learn more on Invesco NASDAQ Next Gen 100 ETF's institutional investors.

Of the 104 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 2,654,983 shares in the last 24 months. This purchase volume represents approximately $97.04M in transactions.

Of the 37 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: Bank of America Corp DE ($14.99K), Envestnet Asset Management Inc. ($11.55K), IHT Wealth Management LLC ($9.49K), NewEdge Advisors LLC ($8.65K), JPMorgan Chase & Co. ($6.34K), Mercer Global Advisors Inc. ADV ($6.20K), and Erickson Financial Group LLC ($5.42K).

Institutional investors have sold a total of 121,957 shares in the last 24 months. This volume of shares sold represents approximately $4.40M in transactions.



Institutional ownership data for NASDAQ:QQQJ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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