Go Pro

Invesco NASDAQ Next Gen 100 ETF (QQQJ) Institutional Ownership

Invesco NASDAQ Next Gen 100 ETF logo
$43.60 -0.16 (-0.37%)
As of 07/24/2026 04:00 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
74
Total
Institutional Inflows
(last 12 months)
$99.52M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$7.35M
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.

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

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%
6/3/2026NewEdge 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%
5/2/2026 International 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%
4/22/2026 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%
3/4/2026SHP 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%
The REAL Reason Trump is Invading Iran (Ad)

For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason.tc pixel

Click here to find out what it is.
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%
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%
2/3/2026 International Assets Investment Management LLC700$26K0.0%N/A0.003%
2/3/2026 Sequoia Financial Advisors LLC5,566$205K0.0%N/A0.025%
2/2/2026Fullerton 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%
1/27/2026 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%
1/27/2026TD 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%
1/22/2026Spirepoint 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%
1/21/2026Erickson 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%
1/6/2026WealthCare 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%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)

Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

Get the name and ticker of Louis Navellier's #1 AI stock free
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%
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%
11/13/2025 Financial Life Planners986$35K0.0%N/A0.005%


QQQJ Institutional Ownership - Frequently Asked Questions

During the previous two years, 133 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 107 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 2,732,560 shares in the last 24 months. This purchase volume represents approximately $99.52M in transactions.

Of the 41 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 214,139 shares in the last 24 months. This volume of shares sold represents approximately $7.35M in transactions.



This page (NASDAQ:QQQJ) was last updated on 7/25/2026 by MarketBeat.com Staff.
From Our Partners