Invesco NASDAQ Next Gen 100 ETF (QQQJ) Institutional Ownership

$27.23
-0.01 (-0.04%)
(As of 04/25/2024 ET)

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)
$54.25M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$55.16M
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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
4/24/2024 Essex Financial Services Inc.82,813$2.39M0.2%+7.1%0.339%
4/23/2024 Global Retirement Partners LLC2,402$69K0.0%-20.7%0.010%
4/23/2024 Raymond James Financial Services Advisors Inc.1,346,307$38.92M0.1%-5.9%5.493%
4/18/2024 SeaCrest Wealth Management LLC14,804$428K0.1%N/A0.060%
4/17/2024 Trilogy Capital Inc.176,091$5.09M0.3%+60.1%0.718%
4/16/2024 Congress Park Capital LLC9,166$265K0.1%N/A0.037%
4/16/2024 Wealth Enhancement Advisory Services LLC56,219$1.63M0.0%-11.6%0.229%
4/15/2024 WealthCare Investment Partners LLC40,935$1.18M0.6%+7.7%0.166%
4/15/2024 Wealthcare Advisory Partners LLC124,475$3.60M0.1%-1.0%0.506%
4/15/2024 Brookstone Capital Management112,508$3.25M0.1%+124.5%0.458%
4/15/2024 Flagstar Advisors Inc.22,605$654K0.2%-23.7%0.092%
4/12/2024Lane & Associates LLC9,729$281K0.2%-8.9%0.040%
4/11/2024 Roble Belko & Company Inc4,711$136K0.0%+25.7%0.019%
4/10/2024 Banque Cantonale Vaudoise7,720$224K0.0%+63.6%0.031%
3/5/2024Fisher Asset Management LLC7,499$202K0.0%N/A0.030%
3/5/2024 Gerber LLC32,249$870K0.8%N/A0.129%
2/26/2024Centaurus Financial Inc.6,996$189K0.0%+5.9%0.028%
2/21/2024Smith Shellnut Wilson LLC ADV7,813$211K0.1%N/A0.031%
2/12/2024Tradition Wealth Management LLC62,001$1.67M0.2%+8.8%0.248%
2/12/2024Focus Financial Network Inc. ADV10,974$296K0.0%N/A0.044%
2/12/2024Steward Partners Investment Advisory LLC12,281$331K0.0%+5.7%0.049%
2/9/2024Tidemark LLC1,518$41K0.0%N/A0.006%
2/8/2024First Heartland Consultants Inc.8,434$228K0.0%-10.0%0.034%
2/8/2024 Apexium Financial LP69,128$1.87M0.1%-48.8%0.276%
2/7/2024Avantax Advisory Services Inc.66,105$1.78M0.0%+0.8%0.264%
2/7/2024McKinley Carter Wealth Services Inc.44,627$1.20M0.1%-21.9%0.178%
2/7/2024Advantage Trust Co2,900$78K0.1%N/A0.012%
2/6/2024 RMR Wealth Builders22,081$596K0.1%-14.0%0.088%
2/6/2024Private Advisor Group LLC14,377$388K0.0%+13.0%0.057%
2/6/2024 Wealthcare Advisory Partners LLC125,734$3.39M0.1%-11.0%0.502%
2/6/2024Pointe Capital Management LLC12,459$336K0.2%-31.6%0.050%
2/6/2024Fisher Asset Management LLC7,795$210K0.0%N/A0.031%
2/6/2024 Essex Financial Services Inc.77,321$2.09M0.2%+10.1%0.309%
2/5/2024Penobscot Investment Management Company Inc.8,070$218K0.0%N/A0.032%
2/2/2024Truist Financial Corp35,717$964K0.0%+17.2%0.144%
2/1/2024 CWM LLC5,890$159K0.0%-18.9%0.024%
1/31/2024Onyx Bridge Wealth Group LLC23,522$635K0.1%-4.6%0.095%
1/31/2024RIA Advisory Group LLC1,576$43K0.0%N/A0.006%
1/31/2024Goodman Advisory Group LLC7,020$189K0.1%-84.4%0.028%
1/24/2024Mirae Asset Global Investments Co. Ltd.39,395$1.06M0.0%-21.0%0.157%
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1/24/2024 International Assets Investment Management LLC205,799$5.56M0.0%N/A0.822%
1/24/2024 SteelPeak Wealth LLC44,237$1.19M0.1%+268.6%0.177%
1/19/2024 Flagstar Advisors Inc.29,641$800K0.3%+8.8%0.118%
1/18/2024 Burns J W & Co. Inc. NY10,858$293K0.0%-36.5%0.043%
1/18/2024 WealthCare Investment Partners LLC38,019$1.01M0.6%+3.7%0.151%
1/18/2024Erickson Financial Group LLC259,453$7.00M5.8%-2.2%1.032%
1/16/2024 Raymond James Financial Services Advisors Inc.1,431,086$38.63M0.1%-0.2%5.692%
1/16/2024 Raymond James & Associates64,391$1.74M0.0%-24.1%0.256%
1/12/2024 Trilogy Capital Inc.110,016$2.97M0.2%N/A0.438%
1/11/2024 Brookstone Capital Management50,112$1.35M0.0%-1.3%0.199%
1/10/2024 Cornerstone Wealth Management LLC23,303$629K0.1%+5.2%0.093%
1/4/2024 Modus Advisors LLC8,488$229K0.1%N/A0.032%
11/16/2023 Essex Financial Services Inc.70,250$1.73M0.2%-3.3%0.269%
11/14/2023Tower Research Capital LLC TRC23,314$574K0.0%-7.0%0.089%
11/13/2023Retirement Planning Co of New England Inc.12,264$302K0.2%-14.4%0.047%
11/13/2023Mystic Asset Management Inc.17,875$440K0.2%+4.4%0.068%
11/13/2023Mariner LLC68,216$1.68M0.0%-18.4%0.261%
11/13/2023LPL Financial LLC466,886$11.50M0.0%-21.7%1.787%
11/13/2023Kestra Advisory Services LLC14,896$367K0.0%+8.2%0.057%
11/8/2023Janney Montgomery Scott LLC8,971$221K0.0%-27.0%0.034%
11/8/2023Avantax Advisory Services Inc.65,585$1.62M0.0%-9.9%0.251%
11/7/2023 Cornerstone Wealth Management LLC22,151$546K0.1%-4.5%0.085%
11/3/2023 SteelPeak Wealth LLC12,000$296K0.0%-71.2%0.046%
11/3/2023Private Advisor Group LLC12,726$314K0.0%-3.6%0.049%
11/2/2023Capital Investment Advisory Services LLC10,702$264K0.0%-4.5%0.041%
11/1/2023 Wealthfront Advisers LLC30,118$742K0.0%-25.5%0.115%
10/25/2023 Apexium Financial LP135,018$3.33M0.3%-8.8%0.513%
10/24/2023Erickson Financial Group LLC265,181$6.53M6.1%+2.1%1.007%
10/24/2023 Raymond James Financial Services Advisors Inc.1,433,595$35.32M0.1%+9.9%5.443%
10/24/2023 Raymond James & Associates84,886$2.09M0.0%-48.3%0.322%
10/24/2023 Cambridge Investment Research Advisors Inc.36,325$895K0.0%-21.0%0.138%
10/23/2023Commonwealth Equity Services LLC69,774$1.72M0.0%-7.9%0.265%
10/20/2023 Brookstone Capital Management50,753$1.21M0.0%+4.1%0.192%
10/13/2023McKinley Carter Wealth Services Inc.57,108$1.41M0.1%-24.6%0.215%
10/13/2023 Global Retirement Partners LLC3,025$73K0.0%-25.7%0.011%
10/12/2023 Patten Group Inc.8,165$201K0.1%N/A0.031%
10/11/2023Goodman Advisory Group LLC44,897$1.11M0.4%+10.9%0.169%
10/10/2023 WealthCare Investment Partners LLC36,666$898K0.5%+5.6%0.138%
10/10/2023National Bank of Canada FI1,400$34K0.0%-31.5%0.005%
8/17/2023Coppell Advisory Solutions LLC28,302$740K0.2%+197.3%0.101%
8/14/2023 Apexium Financial LP148,009$3.87M0.3%+13.4%0.529%
8/11/2023Cibc World Market Inc.19,080$499K0.0%N/A0.068%
8/11/2023Natixis74,196$1.93M0.0%-2.6%0.265%
8/11/2023Goodman Advisory Group LLC40,470$1.06M0.4%+76,258.5%0.145%
8/11/2023Wick Capital Partners LLC92,534$2.42M1.4%+8.0%0.330%
8/11/2023Retirement Planning Co of New England Inc.14,324$374K0.2%-4.3%0.051%
8/11/2023Mystic Asset Management Inc.17,117$447K0.2%-12.3%0.061%
8/10/2023Osaic Holdings Inc.219,615$5.74M0.0%+3.2%0.784%
8/10/2023Commonwealth Equity Services LLC75,741$1.98M0.0%-18.7%0.271%
8/10/2023Private Advisor Group LLC13,195$345K0.0%+9.3%0.047%
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8/10/2023Cetera Advisors LLC13,370$349K0.0%+13.3%0.048%
8/10/2023Penobscot Investment Management Company Inc.9,220$241K0.0%-25.6%0.033%
8/9/2023 Coastal Investment Advisors Inc.2,367$62K0.0%N/A0.008%
8/9/2023 Essex Financial Services Inc.72,659$1.90M0.2%-2.7%0.259%
8/8/2023Rollins Financial15,698$410K0.1%-42.2%0.056%
8/7/2023Modera Wealth Management LLC7,778$203K0.0%N/A0.028%
8/7/2023JFS Wealth Advisors LLC4,726$124K0.0%+332.4%0.017%
8/4/2023Parallel Advisors LLC1,805$47K0.0%N/A0.006%
8/4/2023Envestnet Asset Management Inc.43,599$1.14M0.0%+248.3%0.156%
8/3/2023 CWM LLC7,265$190K0.0%+12.4%0.026%
(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, 140 institutional investors and hedge funds held shares of Invesco NASDAQ Next Gen 100 ETF. The most heavily invested institutionals were Raymond James Financial Services Advisors Inc. ($38.92M), LPL Financial LLC ($11.50M), Royal Bank of Canada ($10.01M), Northwestern Mutual Wealth Management Co. ($9.34M), M Holdings Securities Inc. ($7.21M), Erickson Financial Group LLC ($7.00M), 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 117 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: Trilogy Capital Inc. ($1.33M), McKinley Carter Wealth Services Inc. ($814.40K), Raymond James Financial Services Advisors Inc. ($598.48K), M Holdings Securities Inc. ($511.24K), Goldstein Advisors LLC ($231.10K), International Assets Investment Management LLC ($205.80K), and Northwestern Mutual Wealth Management Co. ($160.90K).

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

Institutional investors have bought a total of 5,936,673 shares in the last 24 months. This purchase volume represents approximately $255.89M in transactions.

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

Of the 79 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. ($796.52K), Advisor Group Holdings Inc. ($415.52K), LPL Financial LLC ($392.73K), Raymond James Financial Services Advisors Inc. ($281.10K), Goldstein Advisors LLC ($222.66K), Raymond James & Associates ($220.97K), and M Holdings Securities Inc. ($185.97K).

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

Institutional investors have sold a total of 3,637,867 shares in the last 24 months. This volume of shares sold represents approximately $142.81M in transactions.


This page (NASDAQ:QQQJ) was last updated on 4/25/2024 by MarketBeat.com Staff

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