Go Pro
→ Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (From InvestorPlace) (Ad)tc pixel Free QQQJ Stock Alerts

Invesco NASDAQ Next Gen 100 ETF (QQQJ) Institutional Ownership

Invesco NASDAQ Next Gen 100 ETF logo
$45.28 +0.39 (+0.87%)
As of 03:39 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
62
Total
Institutional Inflows
(last 12 months)
$96.48M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$4.02M
Get QQQJ Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco NASDAQ Next Gen 100 ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

QQQJ Institutional Buying and Selling by Quarter

Invesco NASDAQ Next Gen 100 ETF Major Shareholders & Ownership History

Export
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%
6/18/2026 Western Wealth Management LLC16,109$583K0.0%N/A0.067%
6/3/2026 NewEdge Advisors LLC29,149$1.06M0.0%-7.5%0.121%
5/19/2026 Western Wealth Management LLC16,109$583K0.0%N/A0.067%
5/19/2026 NewEdge Advisors LLC25,220$913K0.0%-20.0%0.105%
5/19/2026 Bank of America Corp DE170,868$6.19M0.0%-3.7%0.708%
5/18/2026 Royal 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%
5/1/2026 Granite 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%
4/27/2026 World 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%
3/17/2026 Rockefeller Capital Management L.P.9,159$338K0.0%+24.9%0.040%
3/13/2026 World Investment Advisors6,256$231K0.0%N/A0.027%
3/4/2026 SHP Wealth Management8,560$315K0.0%N/A0.037%
2/19/2026 Invesco 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%
2/18/2026 IHT Wealth Management LLC5,815$214K0.0%-62.0%0.025%
2/17/2026 Cetera Investment Advisers43,271$1.60M0.0%+12.2%0.189%
2/17/2026 Equitable Holdings Inc.34,135$1.26M0.0%-1.1%0.149%
2/17/2026 Tannin Capital LLC27,230$1.00M0.9%N/A0.119%
2/17/2026 Osaic Holdings Inc.669,793$24.68M0.0%+68.3%2.930%
2/17/2026 Royal Bank of Canada77,178$2.84M0.0%-2.7%0.338%
2/17/2026 Pointe 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%
2/16/2026 Mariner LLC32,441$1.20M0.0%+4.2%0.142%
2/13/2026 Kestra Advisory Services LLC4,711$174K0.0%-29.1%0.021%
2/13/2026 Wells 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%
2/12/2026 Orion Porfolio Solutions LLC6,949$256K0.0%N/A0.030%
2/12/2026 Commonwealth Equity Services LLC77,523$2.86M0.0%+38.5%0.339%
Porter flew 3,300 miles to investigate this system (Ad)

Porter Stansberry flew the Porter and Co. team 3,300 miles to Dublin to investigate a 17-year investing experiment called Project Prophet - and documented everything on film. Rooted in the laws of physics, this quantitative approach challenges conventional wealth-building wisdom. With 17 years of verified data behind it, Porter calls it unlike anything he has seen in nearly 30 years in the business.tc pixel

Watch the full investigation and decide for yourself
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%
2/10/2026 Natixis 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%
2/9/2026 Kingsview 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%
2/5/2026 Granite 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%
1/29/2026 UBS 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%
11/21/2025 CIBC Bancorp USA Inc.9,032$323K0.0%N/A0.046%
11/20/2025 Centaurus 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%
A letter from Shannon Stansberry (Ad)

Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief. It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live.tc pixel

Watch the full story and see the verified track record for yourself
11/17/2025 Northwestern Mutual Wealth Management Co.12,117$434K0.0%-16.2%0.062%
11/17/2025 Mariner 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%
11/17/2025 Bank of America Corp DE175,695$6.29M0.0%-0.2%0.903%
11/17/2025 Ameriprise Financial Inc.123,684$4.43M0.0%+67.8%0.636%
11/14/2025 Raymond James Financial Inc.1,147,467$41.07M0.0%+0.8%5.900%
11/14/2025 Equitable Holdings Inc.34,512$1.24M0.0%+4.3%0.177%
11/13/2025 UBS 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 2,637,530 shares in the last 24 months. This purchase volume represents approximately $96.48M in transactions.

Of the 36 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: Envestnet Asset Management Inc. ($11.55K), IHT Wealth Management LLC ($9.49K), NewEdge Advisors LLC ($8.65K), Bank of America Corp DE ($6.86K), 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 109,900 shares in the last 24 months. This volume of shares sold represents approximately $4.02M in transactions.


Related Companies

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.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel