Free Trial

Invesco QQQ (QQQ) Institutional Ownership

Invesco QQQ logo
$518.66 +4.49 (+0.87%)
(As of 05:45 PM ET)

Institutional Ownership Changes (13F Filings) for Invesco QQQ (NASDAQ:QQQ)

Current
Institutional Ownership
Percentage
44.58%
Number of
Institutional Buyers
(last 12 months)
2046
Total
Institutional Inflows
(last 12 months)
$43.29B
Number of
Institutional Sellers
(last 12 months)
1428
Total
Institutional Outflows
(last 12 months)
$20.41B
Get QQQ Insider Trade Alerts

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

Skip Chart & View Institutional Buying and Selling Data

QQQ Institutional Buying and Selling by Quarter

Invesco QQQ Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/19/2024 Principal Financial Group Inc.19,399$9.47M0.0%+141.0%0.003%
12/16/2024 SMART Wealth LLC7,760$3.79M1.5%-26.2%0.001%
12/12/2024 Brass Tax Wealth Management Inc.1,455$710K0.3%-29.6%0.000%
12/11/2024 1ST Source Bank4,738$2.31M0.1%+0.8%0.001%
12/11/2024 Alternative Investment Advisors LLC.648$317K0.2%-29.8%0.000%
12/10/2024 DGS Capital Management LLC1,993$973K0.3%-9.7%0.000%
12/10/2024 Garden State Investment Advisory Services LLC30,990$15.17M4.5%+13.1%0.005%
12/9/2024 Copley Financial Group Inc.1,127$550K0.5%N/A0.000%
12/3/2024 Garde Capital Inc.40,016$19.53M1.3%-4.4%0.007%
12/3/2024 Little Harbor Advisors LLC18,787$9.17M5.7%+7.5%0.003%
12/3/2024 Denver PWM LLC3,258$1.59M0.6%-5.6%0.001%
12/2/2024 Capasso Planning Partners LLC6,304$3.08M0.9%-17.5%0.001%
12/2/2024 Beaird Harris Wealth Management LLC799$390K0.0%-7.0%0.000%
11/29/2024 American Trust2,555$1.25M0.1%-17.2%0.000%
11/29/2024 Old North State Trust LLC1,437$701K0.6%+3.9%0.000%
11/26/2024 Peapack Gladstone Financial Corp347,863$169.78M2.4%+0.4%0.057%
11/25/2024 Synovus Financial Corp42,778$20.88M0.2%-6.1%0.007%
11/25/2024 Destination Wealth Management16,971$8.28M0.3%+23.7%0.003%
11/25/2024 Wilmington Savings Fund Society FSB110,159$53.77M1.0%+92.1%0.018%
11/25/2024 Arvest Bank Trust Division44,184$21.57M1.2%N/A0.007%
11/22/2024 Stock Yards Bank & Trust Co.13,142$6.41M0.2%-5.1%0.002%
11/22/2024 Eaton Financial Holdings Company LLC14,274$6.97M2.8%N/A0.002%
11/21/2024 Anchor Investment Management LLC42,889$20.93M2.0%+1.6%0.007%
11/21/2024 Tudor Financial Inc.6,917$3.38M2.1%N/A0.001%
11/21/2024 Aldebaran Financial Inc.2,693$1.31M1.6%-36.0%0.000%
11/20/2024 Westside Investment Management Inc.30,585$14.89M3.2%-3.0%0.005%
11/20/2024 Advisory Resource Group14,457$7.06M1.5%+5.8%0.002%
11/19/2024 McIlrath & Eck LLC20,218$9.87M1.3%+15.9%0.003%
11/19/2024 Invst LLC47,687$23.28M2.8%-4.4%0.008%
11/19/2024 Discipline Wealth Solutions LLC1,714$837K0.4%N/A0.000%
11/19/2024 M&T Bank Corp127,160$62.06M0.2%-3.9%0.021%
11/18/2024 Soltis Investment Advisors LLC24,533$11.97M1.2%-6.3%0.004%
11/18/2024 Rehmann Capital Advisory Group23,616$11.53M0.8%+6.1%0.004%
11/18/2024 TD Private Client Wealth LLC87,295$42.61M1.2%+4.6%0.014%
11/18/2024 Hobbs Group Advisors LLC4,082$1.99M0.7%-54.2%0.001%
11/18/2024 Virtue Capital Management LLC38,419$18.75M3.8%-15.7%0.006%
11/18/2024 Fortem Financial Group LLC11,116$5.43M2.2%-3.7%0.002%
11/18/2024 Arete Wealth Advisors LLC63,538$31.01M2.6%-18.8%0.010%
11/18/2024 Asset Allocation Strategies LLC41,596$20.30M5.8%-18.0%0.007%
11/18/2024 Sunbelt Securities Inc.17,085$8.34M0.8%-7.3%0.003%
AI breakthrough about to upend industry (Ad)

Everyone is talking about AI right now. The talk has been endless ever since ChatGPT was released to the market in late 2022. You might think it’s way too late to invest in AI. But here’s the thing.

11/18/2024 Toronto Dominion Bank4,261,790$2.08B3.7%+13.0%0.698%
11/18/2024 Cresta Advisors Ltd.21,120$10.31M5.4%-4.4%0.003%
11/18/2024 Wilson & Boucher Capital Management LLC1,848$902K0.6%+14.4%0.000%
11/18/2024 Coldstream Capital Management Inc.23,551$11.50M0.2%+10.5%0.004%
11/18/2024 Strait & Sound Wealth Management LLC6,488$3.17M1.5%-5.3%0.001%
11/18/2024 Synergy Financial Group LTD1,718$839K0.8%+9.6%0.000%
11/18/2024 RB Capital Management LLC2,099$1.02M0.2%+10.6%0.000%
11/18/2024 GG Group Ventures LLC1,222$622K0.9%+18.2%0.000%
11/18/2024 FRG Family Wealth Advisors LLC1,670$815K0.1%+3.7%0.000%
11/18/2024 JDM Financial Group LLC2,356$1.15M0.6%-3.4%0.000%
11/18/2024 Ashford Capital Management Inc.11,300$5.52M0.7%-8.4%0.002%
11/15/2024 MidWestOne Financial Group Inc.3,629$1.77M0.2%-13.7%0.001%
11/15/2024 Valued Retirements Inc.9,833$4.80M6.6%N/A0.002%
11/15/2024 Frisch Financial Group Inc.6,689$3.27M1.0%+0.4%0.001%
11/15/2024 High Falls Advisors Inc9,810$4.79M1.1%-2.5%0.002%
11/15/2024 M&T Bank Corp127,160$62.06M0.2%-3.9%0.021%
11/15/2024 Executive Wealth Management LLC13,648$6.66M0.5%N/A0.002%
11/15/2024 Nabity Jensen Investment Management Inc13,729$6.70M5.1%N/A0.002%
11/15/2024 Raelipskie Partnership30,820$15.04M7.3%+1.3%0.005%
11/15/2024 Continuum Advisory LLC30,062$15.29M1.9%-3.6%0.005%
11/15/2024 LRI Investments LLC1,529$778K0.1%+4.2%0.000%
11/15/2024 Harvest Investment Advisors LLC59,811$29.19M19.9%+2.1%0.010%
11/15/2024 Gordian Capital Singapore Pte Ltd3,171$1.55M0.6%+317,000.0%0.001%
11/15/2024 Geller Advisors LLC26,800$13.10M0.9%+5.1%0.004%
11/15/2024 Drucker Wealth 3.0 LLC533$260K0.1%+25.7%0.000%
11/15/2024 Hamilton Capital LLC949$459K0.0%-12.2%0.000%
11/15/2024 EWA LLC1,501$763K0.3%-2.0%0.000%
11/15/2024 Cape Cod Five Cents Savings Bank1,937$928K0.1%-50.0%0.000%
11/15/2024 Nomura Asset Management Co. Ltd.6,173$3.01M0.0%-2.4%0.001%
11/15/2024 Glass Jacobson Investment Advisors llc836$408K0.1%-11.1%0.000%
11/15/2024 Raab & Moskowitz Asset Management LLC5,627$2.75M0.7%-0.5%0.001%
11/15/2024 MML Investors Services LLC900,880$439.69M1.6%+0.1%0.147%
11/15/2024 First National Bank of Omaha12,113$5.91M0.4%-0.5%0.002%
11/15/2024 Pacific Center for Financial Services101,966$49.77M13.1%-0.5%0.017%
11/15/2024 Legacy Investment Solutions LLC244$125K0.1%N/A0.000%
11/15/2024 Northeast Financial Consultants Inc180,086$87.89M3.8%+1.5%0.029%
11/15/2024 Mosaic Financial Group LLC3,754$1.83M1.3%+0.9%0.001%
11/15/2024 Main Management LLC167,096$81.56M6.7%+15.3%0.027%
11/15/2024 Dunhill Financial LLC1,855$905K0.5%+50.1%0.000%
11/15/2024 MCIA Inc472$242K0.1%N/A0.000%
11/15/2024 Main Management ETF Advisors LLC731,920$357.23M16.9%+33.5%0.120%
11/15/2024 Orion Portfolio Solutions LLC91,619$44.72M1.0%+7.4%0.015%
11/15/2024 World Investment Advisors LLC63,384$30.94M0.2%+59.1%0.010%
11/15/2024 XTX Topco Ltd2,927$1.43M0.1%N/A0.000%
11/15/2024 Zacks Investment Management8,587$4.19M0.0%N/A0.001%
11/15/2024 National Bank of Canada FI179,555$87.64M0.1%-14.9%0.029%
11/15/2024 Glen Eagle Advisors LLC17,266$8.43M1.4%-1.0%0.003%
11/15/2024 iA Global Asset Management Inc.211,385$103.17M1.8%+3.9%0.035%
11/15/2024 EP Wealth Advisors LLC112,364$54.84M0.5%+22.0%0.018%
11/15/2024 Insigneo Advisory Services LLC29,147$14.23M1.4%+9.0%0.005%
AI breakthrough about to upend industry (Ad)

Everyone is talking about AI right now. The talk has been endless ever since ChatGPT was released to the market in late 2022. You might think it’s way too late to invest in AI. But here’s the thing.

11/15/2024 Kovitz Investment Group Partners LLC49,510$24.16M0.2%+73.0%0.008%
11/15/2024 Vienna Asset Management LLC14,337$7.00M5.2%+19.3%0.002%
11/15/2024 Wallace Capital Management Inc.411$200K0.0%N/A0.000%
11/15/2024 Weaver Consulting Group3,567$1.74M0.6%+3.2%0.001%
11/15/2024 Weiss Asset Management LP3,400$1.66M0.0%N/A0.001%
11/15/2024 Two Sigma Advisers LP303,680$148.22M0.3%-10.4%0.050%
11/15/2024 Temasek Holdings Private Ltd102,925$50.24M0.2%N/A0.017%
11/15/2024 Texas Capital Bank Wealth Management Services Inc966$471K0.0%N/A0.000%
11/15/2024 Stevens Capital Management LP46,880$22.88M3.3%N/A0.008%
11/15/2024 Stifel Financial Corp871,333$425.32M0.4%+0.3%0.143%
(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, 3,102 institutional investors and hedge funds held shares of Invesco QQQ. The most heavily invested institutionals were International Assets Investment Management LLC ($15.90B), Morgan Stanley ($6.56B), JPMorgan Chase & Co. ($3.89B), Ameriprise Financial Inc. ($2.38B), Toronto Dominion Bank ($2.08B), Global Assets Advisory LLC ($1.58B), and Envestnet Asset Management Inc. ($1.54B).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 2,733 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 ($60.79M), JPMorgan Chase & Co. ($7.87M), Toronto Dominion Bank ($3.67M), Global Assets Advisory LLC ($3.56M), Steel Grove Capital Advisors LLC ($3.10M), and Granite Bay Wealth Management LLC ($2.94M).

How much institutional buying is happening at Invesco QQQ?

Institutional investors have bought a total of 388,235,728 shares in the last 24 months. This purchase volume represents approximately $155.79B in transactions.

Which Invesco QQQ major shareholders have been selling company stock?

Of the 2,090 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 ($28.27M), Barclays PLC ($3.55M), Steel Grove Capital Advisors LLC ($3.18M), Toronto Dominion Bank ($2.49M), Granite Bay Wealth Management LLC ($2.10M), PNC Financial Services Group Inc. ($2.09M), and Envestnet Asset Management Inc. ($1.81M).

How much institutional selling is happening at Invesco QQQ?

Institutional investors have sold a total of 73,734,148 shares in the last 24 months. This volume of shares sold represents approximately $33.37B in transactions.



This page (NASDAQ:QQQ) was last updated on 12/20/2024 by MarketBeat.com Staff
From Our Partners