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Invesco QQQ (QQQ) Institutional Ownership

Invesco QQQ logo
$475.53 +3.12 (+0.66%)
Closing price 04:00 PM Eastern
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$474.46 -1.07 (-0.22%)
As of 06:18 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco QQQ (NASDAQ:QQQ)

Current
Institutional Ownership
Percentage
44.58%
Number of
Institutional Buyers
(last 12 months)
2483
Total
Institutional Inflows
(last 12 months)
$45.44B
Number of
Institutional Sellers
(last 12 months)
1680
Total
Institutional Outflows
(last 12 months)
$26.62B
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Skip Chart & View Institutional Buying and Selling Data

QQQ Institutional Buying and Selling by Quarter

Invesco QQQ Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/29/2025Fairway Wealth LLC30,467$14.29M4.3%+71.7%0.005%
4/29/2025U.S. Capital Wealth Advisors LLC73,762$34.59M1.1%-5.9%0.012%
4/29/2025Sightline Wealth Advisors LLC11,189$5.25M2.8%+22.1%0.002%
4/29/2025Brass Tax Wealth Management Inc.2,091$980K0.2%+2.9%0.000%
4/29/2025Financial Counselors Inc.12,573$5.90M0.1%+24.4%0.002%
4/29/2025Liberty Square Wealth Partners LLC12,982$6.09M2.3%+6.2%0.002%
4/29/2025Byrne Financial Freedom LLC7,517$3.53M2.0%+2.5%0.001%
4/29/2025Wood Tarver Financial Group LLC648$304K0.1%+71.4%0.000%
4/29/2025YANKCOM Partnership585$274K0.2%+14.5%0.000%
4/29/2025Callan Capital LLC2,488$1.17M0.1%-1.0%0.000%
4/29/2025Capital Advisors Inc. OK15,044$7.05M0.1%-12.6%0.002%
4/29/2025Heritage Wealth Management Inc.909$426K0.1%+31.9%0.000%
4/29/2025Envestnet Asset Management Inc.2,931,694$1.37B0.4%-1.3%0.463%
4/29/2025Hexagon Capital Partners LLC542$254K0.0%-32.8%0.000%
4/29/2025Drake & Associates LLC20,283$9.51M2.7%+4.0%0.003%
4/29/2025Penserra Capital Management LLC53,180$24.94M0.4%N/A0.008%
4/29/2025Crew Capital Management Ltd.7,857$3.69M3.0%+25.5%0.001%
4/29/2025Investor s Fiduciary Advisor Network LLC17,886$8.39M4.0%-2.8%0.003%
4/29/2025Chilton Capital Management LLC2,988$1.40M0.1%-13.6%0.000%
4/29/2025Rice Partnership LLC1,026$481K0.1%+6.8%0.000%
4/29/2025Cloud Capital Management LLC5,198$2.44M1.7%N/A0.001%
4/29/2025Argentarii LLC2,166$1.02M0.5%N/A0.000%
4/29/2025Jackson Wealth Management LLC20,105$9.43M1.1%+8.6%0.003%
4/29/2025Interactive Financial Advisors Inc.20,203$9.47M5.0%+4.3%0.003%
4/29/2025Meridian Investment Counsel Inc.4,323$2.03M0.6%-6.3%0.001%
4/29/2025Capital Planning LLC3,610$1.70M0.5%-25.5%0.001%
4/29/2025Compass Wealth Management LLC696$326K0.1%-4.4%0.000%
4/29/2025Viewpoint Capital Management LLC3,883$1.82M1.0%+12.0%0.001%
4/29/2025Riggs Asset Managment Co. Inc.1,105$518K0.1%-10.5%0.000%
4/29/2025One Day In July LLC4,810$2.26M0.2%+4.5%0.001%
4/29/2025Olistico Wealth LLC401$188K0.1%-22.4%0.000%
4/29/2025REDW Wealth LLC2,187$1.03M0.4%-2.0%0.000%
4/29/2025Whelan Financial810$380K0.1%-22.9%0.000%
4/29/2025Burke & Herbert Bank & Trust Co.11,496$5.39M1.3%+1.1%0.002%
4/29/2025Sutton Place Investors LLC577$271K0.2%N/A0.000%
4/29/2025Sharp Financial Services LLC975$457K0.3%+33.9%0.000%
4/29/2025Novare Capital Management LLC15,204$7.13M0.6%+28.3%0.002%
4/29/2025Quattro Financial Advisors LLC38,468$18.04M6.2%-3.9%0.006%
4/29/2025Acorn Financial Advisory Services Inc. ADV28,036$13.15M2.4%-4.1%0.004%
4/29/2025Concurrent Investment Advisors LLC120,047$56.29M1.4%-8.6%0.019%
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4/29/2025Simmons Bank29,373$13.77M1.0%-1.2%0.005%
4/29/2025DT Investment Partners LLC28,984$13.59M1.3%-2.5%0.005%
4/29/2025Macroview Investment Management LLC8,020$3.76M3.5%+2.6%0.001%
4/29/2025Bank of New York Mellon Corp99,906$46.85M0.0%+7.7%0.016%
4/29/2025Generali Investments CEE investicni spolecnost a.s.24,191$11.34M1.1%+32.9%0.004%
4/29/2025Olde Wealth Management LLC13,255$6.22M2.2%-45.1%0.002%
4/29/2025Capital Investment Advisory Services LLC16,821$7.89M0.7%-7.5%0.003%
4/29/2025Columbia River Financial Group LLC5,671$2.66M1.8%-4.0%0.001%
4/29/2025Centered Wealth LLC dba Miller Equity Capital Advisors428$201K13.9%-96.9%0.000%
4/29/2025Element Wealth LLC3,412$1.60M0.9%-5.3%0.001%
4/29/2025Investors Asset Management of Georgia Inc. GA ADV4,251$1.99M1.0%+1.7%0.001%
4/29/2025Brookstone Capital Management341,808$160.28M2.3%-5.2%0.054%
4/29/2025Global Wealth Management Investment Advisory Inc.30,806$14.45M2.9%+2.6%0.005%
4/29/2025SMART Wealth LLC7,378$3.46M1.2%-51.5%0.001%
4/29/2025 Huntleigh Advisors Inc.7,839$3.68M0.7%+6.4%0.001%
4/29/2025Deroy & Devereaux Private Investment Counsel Inc.1,676$786K0.0%+4.0%0.000%
4/29/2025Harel Insurance Investments & Financial Services Ltd.66,841$31.37M0.4%-1.1%0.011%
4/29/2025OneDigital Investment Advisors LLC42,505$19.93M0.2%-9.5%0.007%
4/29/20254J Wealth Management LLC1,258$590K0.5%+11.3%0.000%
4/29/2025PBCay One RSC Ltd1,012,112$474.60M36.5%N/A0.160%
4/29/2025SimpliFi Inc.1,452$681K0.3%+27.5%0.000%
4/29/2025Avantax Planning Partners Inc.10,267$4.82M0.2%+5.8%0.002%
4/29/2025 Silver Oak Securities Incorporated32,251$15.12M1.4%-1.8%0.005%
4/29/2025Calamos Wealth Management LLC8,128$3.81M0.2%+51.5%0.001%
4/29/2025Aviance Capital Partners LLC5,759$2.70M0.4%-2.6%0.001%
4/29/2025 Aurora Private Wealth Inc.11,030$5.17M1.3%-4.0%0.002%
4/29/2025Sterling Financial Planning Inc.6,760$3.17M1.1%+1.8%0.001%
4/29/2025Onyx Bridge Wealth Group LLC49,678$23.30M3.3%-0.2%0.008%
4/28/2025 Castle Wealth Management LLC7,459$3.50M1.4%-1.8%0.001%
4/28/2025 TKG Advisors LLC14,852$6.97M3.4%+1.9%0.002%
4/28/2025 North Capital Inc.4,381$2.05M1.9%N/A0.001%
4/28/2025 Mountain Capital Investment Advisors Inc.520$243K0.0%+13.0%0.000%
4/28/2025 Boulder Wealth Advisors LLC463$217K0.1%+13.5%0.000%
4/28/2025 D.A. Davidson & CO.161,960$75.95M0.6%0.0%0.026%
4/28/2025 Rosenberg Matthew Hamilton763$358K0.1%+6.3%0.000%
4/28/2025 Principal Financial Group Inc.46,119$21.63M0.0%+62.6%0.007%
4/28/2025 Xcel Wealth Management LLC3,181$1.49M0.5%+102.2%0.001%
4/28/2025 Bellevue Asset Management LLC165$77K0.0%N/A0.000%
4/28/2025 Fusion Family Wealth LLC103,934$48.74M4.5%+5.7%0.016%
4/28/2025 Mutual Advisors LLC56,603$26.75M0.8%-39.2%0.009%
4/28/2025 Capstone Wealth Management Group LLC13,565$6.36M3.6%-7.1%0.002%
4/28/2025 Clarity Capital Partners LLC4,114$1.93M0.8%-0.9%0.001%
4/28/2025 ZWJ Investment Counsel Inc.1,483$695K0.0%+5.6%0.000%
4/28/2025 Clark Asset Management LLC7,508$3.52M0.6%+28.8%0.001%
4/28/2025 Able Wealth Management LLC37,910$17.78M9.6%+6,260.7%0.006%
4/28/2025 Smart Money Group LLC2,639$1.24M1.1%-95.7%0.000%
4/28/2025 Capital Investment Counsel Inc860$403K0.1%+37.6%0.000%
4/28/2025 Chaney Capital Management Inc.28,080$13.17M5.9%+0.6%0.004%
4/28/2025 Silver Oak Wealth Advisors Services LLC1,930$905K0.8%-6.4%0.000%
4/28/2025 Axis Wealth Partners LLC1,893$887K0.7%+2.3%0.000%
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4/28/2025 First Horizon Advisors Inc.37,738$17.70M0.5%+10.1%0.006%
4/28/2025 Revisor Wealth Management LLC2,679$1.26M0.6%+81.6%0.000%
4/28/2025 Strategic Financial Concepts LLC13,927$6.53M1.2%-10.4%0.002%
4/28/2025 Cannon Advisors Inc.20,936$9.82M9.0%-2.4%0.003%
4/28/2025 Baskin Financial Services Inc.1,151$540K0.0%+4.9%0.000%
4/28/2025 Acute Investment Advisory LLC2,129$998K5.0%-79.9%0.000%
4/28/2025 Weaver Consulting Group3,582$1.68M0.5%-0.8%0.001%
4/28/2025 Private Trust Co. NA18,970$8.90M0.9%-2.4%0.003%
4/28/2025 Mainstream Capital Management LLC445$209K0.2%+17.1%0.000%
4/28/2025 Vishria Bird Financial Group LLC24,694$11.58M3.9%-2.4%0.004%
(Data available from 1/1/2016 forward)

QQQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of QQQ shares?

During the previous two years, 3,537 institutional investors and hedge funds held shares of Invesco QQQ. The most heavily invested institutionals were Morgan Stanley ($6.56B), JPMorgan Chase & Co. ($3.89B), Ameriprise Financial Inc. ($2.30B), Toronto Dominion Bank ($1.99B), PNC Financial Services Group Inc. ($1.59B), Northwestern Mutual Wealth Management Co. ($1.53B), and Howard Capital Management Inc. ($1.52B).Learn more on QQQ's institutional investors.

What percentage of Invesco QQQ stock is owned by institutional investors?

44.58% of Invesco QQQ stock is owned by institutional investors. Learn more on QQQ's institutional investor holdings.

Which institutional investors have been buying Invesco QQQ stock?

Of the 3,179 institutional investors that purchased Invesco QQQ stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($242.66M), International Assets Investment Management LLC ($60.78M), Proficio Capital Partners LLC ($11.49M), JPMorgan Chase & Co. ($7.87M), Strategic Financial Concepts LLC ($6.88M), NWI Management LP ($3.65M), and Global Assets Advisory LLC ($3.59M).

How much institutional buying is happening at Invesco QQQ?

Institutional investors have bought a total of 415,278,605 shares in the last 24 months. This purchase volume represents approximately $168.76B in transactions.

Which Invesco QQQ major shareholders have been selling company stock?

Of the 2,259 institutional investors that sold Invesco QQQ stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($60.79M), Barclays PLC ($3.55M), Steel Grove Capital Advisors LLC ($3.18M), Toronto Dominion Bank ($2.87M), Granite Bay Wealth Management LLC ($2.11M), Envestnet Asset Management Inc. ($1.80M), and PNC Financial Services Group Inc. ($960.30K).

How much institutional selling is happening at Invesco QQQ?

Institutional investors have sold a total of 105,205,666 shares in the last 24 months. This volume of shares sold represents approximately $49.03B in transactions.


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This page (NASDAQ:QQQ) was last updated on 4/29/2025 by MarketBeat.com Staff
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