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Invesco QQQ (QQQ) Institutional Ownership

Invesco QQQ logo
$522.29 -0.76 (-0.15%)
Closing price 01/31/2025 04:00 PM Eastern
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$519.52 -2.77 (-0.53%)
As of 01/31/2025 08:00 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)
2111
Total
Institutional Inflows
(last 12 months)
$33.54B
Number of
Institutional Sellers
(last 12 months)
1443
Total
Institutional Outflows
(last 12 months)
$37.07B
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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
1/31/2025Joel Adams & Associates Inc.1,050$537K0.5%N/A0.000%
1/31/2025Global Retirement Partners LLC147,108$75.21M2.2%+12.1%0.023%
1/31/2025Destiny Capital Corp CO16,539$8.46M5.1%+2.7%0.003%
1/31/2025Semus Wealth Partners LLC5,019$2.57M1.7%-1.7%0.001%
1/31/20253EDGE Asset Management LP1,839$940K0.1%+38.5%0.000%
1/31/2025Atlas Legacy Advisors LLC1,773$906K0.2%N/A0.000%
1/31/2025Bank of Jackson Hole Trust1,127$576K0.4%N/A0.000%
1/31/2025Klingman & Associates LLC2,814$1.44M0.1%+3.8%0.000%
1/31/2025Callahan Advisors LLC532$272K0.0%+11.8%0.000%
1/31/2025Mcdonald Partners LLC4,194$2.14M0.5%+5.5%0.001%
1/31/2025Morton Brown Family Wealth LLC3,016$1.54M0.5%-6.3%0.000%
1/31/2025Proactive Wealth Strategies LLC2,855$1.46M0.8%+32.3%0.000%
1/31/2025Creative Capital Management Investments LLC126$64K0.0%+740.0%0.000%
1/31/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors25,173$12.88M0.5%+38.4%0.004%
1/31/2025Traction Financial Partners LLC29,163$14.91M11.6%+2.4%0.005%
1/31/2025Valley Wealth Managers Inc.1,422$727K0.1%-7.6%0.000%
1/31/2025Steele Capital Management Inc.208,371$106.53M5.5%+0.3%0.033%
1/31/2025Key Financial Inc1,769$904K0.2%+9.8%0.000%
1/31/2025Bfsg LLC1,608$822K0.1%-3.9%0.000%
1/31/2025BKM Wealth Management LLC10,505$5.37M2.2%+11.1%0.002%
1/31/2025Kestra Investment Management LLC357$183K0.0%-14.4%0.000%
1/31/2025Beta Wealth Group Inc.400$204K0.1%N/A0.000%
1/31/2025HighMark Wealth Management LLC407$208K0.1%+5.2%0.000%
1/31/2025CRA Financial Services LLC38,665$19.77M3.4%+1.9%0.006%
1/31/2025Beaton Management Co. Inc.6,957$3.56M1.8%+0.4%0.001%
1/31/2025Centerpoint Advisors LLC485$248K0.1%+46.1%0.000%
1/31/2025Venturi Wealth Management LLC4,648$2.38M0.1%+34.5%0.001%
1/31/2025Fortis Group Advisors LLC22,035$11.27M2.1%+20.2%0.003%
1/31/2025D.A. Davidson & CO.162,027$82.83M0.7%+4.0%0.026%
1/31/2025Empower Advisory Group LLC17,793$9.10M0.0%+1.5%0.003%
1/31/2025Burke & Herbert Bank & Trust Co.11,374$5.82M1.4%+3.9%0.002%
1/31/2025Droms Strauss Advisors Inc. MO ADV35,418$18.11M5.9%-1.5%0.006%
1/31/2025Wealth Quarterback LLC9,053$4.63M2.2%+4.2%0.001%
1/31/2025CIBC Asset Management Inc83,454$42.66M0.1%+85.4%0.013%
1/31/2025Pittenger & Anderson Inc.154,117$78.79M2.9%-3.8%0.024%
1/31/2025Raelipskie Partnership29,742$15.21M7.6%-3.5%0.005%
1/31/2025Cutler Investment Counsel LLC1,492$763K0.1%-3.7%0.000%
1/31/20255T Wealth LLC2,615$1.34M0.7%N/A0.000%
1/31/2025Partners Capital Investment Group LLP9,116$4.66M0.1%-48.9%0.001%
1/31/2025Advanced Asset Management Advisors Inc5,195$2.66M0.7%-2.9%0.001%
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1/31/2025Human Investing LLC532$272K0.0%N/A0.000%
1/31/2025NTV Asset Management LLC82,217$42.03M5.5%+1.4%0.013%
1/31/2025Catalyst Capital Advisors LLC6,667$3.41M0.1%-14.7%0.001%
1/31/2025Systelligence LLC29,307$14.98M3.7%+14.4%0.005%
1/31/2025Retirement Income Solutions Inc14,628$7.48M1.5%-3.6%0.002%
1/31/2025Nicholas Hoffman & Company LLC.163,659$83.67M3.3%+0.4%0.026%
1/31/2025Principal Financial Group Inc.28,369$14.50M0.0%+46.2%0.004%
1/31/2025Total Investment Management Inc.2,482$1.27M0.2%+3.2%0.000%
1/31/2025Macroview Investment Management LLC7,817$4.00M4.0%+4.8%0.001%
1/31/2025Americana Partners LLC8,034$4.11M0.2%+38.8%0.001%
1/31/2025Strategic Advisors LLC12,846$6.57M1.2%+8.6%0.002%
1/31/2025WBH Advisory Inc.10,984$5.62M0.5%-1.4%0.002%
1/31/2025DDD Partners LLC1,519$777K0.1%+55.8%0.000%
1/31/2025Rogco LP621$317K0.1%+1,840.6%0.000%
1/31/2025JFS Wealth Advisors LLC8,617$4.41M0.3%+2.4%0.001%
1/31/2025Monument Capital Management29,647$15.16M4.2%-2.0%0.005%
1/31/2025Pinnacle Wealth Management Advisory Group LLC49,751$25.43M2.4%+2.8%0.008%
1/31/2025Spectrum Wealth Advisory Group LLC29,723$15.20M7.2%-6.3%0.005%
1/31/2025J.W. Cole Advisors Inc.113,935$58.25M2.4%+2.4%0.018%
1/30/2025 Opes Wealth Management LLC984$503K0.1%+30.3%0.000%
1/30/2025 Valmark Advisers Inc.11,170$5.71M0.1%+2.7%0.002%
1/30/2025 L.M. Kohn & Company11,223$5.74M1.5%+94.7%0.002%
1/30/2025 Csenge Advisory Group123,650$63.21M3.4%+0.2%0.020%
1/30/2025 Blue Zone Wealth Advisors LLC41,296$21.11M6.1%-0.2%0.007%
1/30/2025 Copperleaf Capital LLC3,242$1.66M1.1%-2.4%0.001%
1/30/2025 James Investment Research Inc.1,974$1.01M0.1%-17.3%0.000%
1/30/2025 Game Plan Financial Advisors LLC7,496$3.84M1.8%+3.3%0.001%
1/30/2025 Lee Financial Co31,530$16.12M2.3%-0.2%0.005%
1/30/2025 Tcfg Wealth Management LLC3,026$1.55M0.8%+1.1%0.000%
1/30/2025 MN Wealth Advisors LLC707$362K0.2%+10.8%0.000%
1/30/2025 Strategic Financial Concepts LLC15,548$7.95M0.2%+81.2%0.002%
1/30/2025 Allworth Financial LP124,690$66.27M0.4%-7.5%0.020%
1/30/2025 Principal Securities Inc.43,628$22.30M0.5%+2.2%0.007%
1/30/2025 Centerpoint Advisory Group2,198$1.12M1.1%N/A0.000%
1/30/2025 Palumbo Wealth Management LLC10,813$5.53M2.1%+1.0%0.002%
1/30/2025 Legacy Capital Wealth Partners LLC1,676$857K0.2%-48.6%0.000%
1/30/2025 Lakeridge Wealth Management LLC835$427K0.2%+4.4%0.000%
1/30/2025 Beacon Capital Management LLC101,943$52.12M6.8%+16.5%0.016%
1/30/2025 Ellis Investment Partners LLC43,983$22.49M4.4%-3.4%0.007%
1/30/2025 Ellis Investment Partners LLC43,983$22.49M4.4%-3.4%0.007%
1/30/2025 Next Level Wealth Planning LLC563$288K0.2%N/A0.000%
1/30/2025 TigerOak Management L.L.C.2,377$1.22M0.4%N/A0.000%
1/30/2025 Erickson Financial Group LLC28,154$14.39M10.2%+0.8%0.005%
1/30/2025 American Financial Advisors LLC119,970$61.33M8.6%-1.9%0.019%
1/30/2025 Montag A & Associates Inc.5,802$2.97M0.1%-17.7%0.001%
1/30/2025 Tanglewood Legacy Advisors LLC5,731$2.93M1.3%+5.9%0.001%
1/30/2025 Highland Financial Advisors LLC391$200K0.1%N/A0.000%
1/30/2025 Vivid Wealth Management LLC37,425$19.13M9.7%-1.2%0.006%
1/30/2025 Salomon & Ludwin LLC2,061$1.05M0.1%-7.9%0.000%
1/30/2025 Roxbury Financial LLC72$37K0.0%N/A0.000%
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1/30/2025 Hickory Asset Management Inc.13,048$6.67M5.7%N/A0.002%
1/30/2025 Aveo Capital Partners LLC18,782$9.60M1.0%+268.5%0.003%
1/30/2025 Manchester Capital Management LLC3,298$1.69M0.2%+28.0%0.001%
1/30/2025 Covenant Asset Management LLC8,099$4.14M0.6%-148.7%0.001%
1/30/2025 Howard Wealth Management LLC2,016$1.03M0.6%-6.8%0.000%
1/30/2025 WealthPlan Investment Management LLC6,630$3.39M0.3%-40.5%0.001%
1/30/2025 Compass Financial Group INC SD5,681$2.91M0.6%+2.5%0.001%
1/30/2025 Scarborough Advisors LLC3,420$1.75M0.2%+24.7%0.001%
1/30/2025 BXM Wealth LLC5,754$2.94M4.1%N/A0.001%
1/30/2025 Myriad Asset Management US LP42,432$21.69M14.5%N/A0.007%
(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, 3,192 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. ($2.38B), Toronto Dominion Bank ($2.08B), Global Assets Advisory LLC ($1.58B), Envestnet Asset Management Inc. ($1.54B), and Northwestern Mutual Wealth Management Co. ($1.53B).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 2,843 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), JPMorgan Chase & Co. ($7.87M), Strategic Financial Concepts LLC ($6.88M), Toronto Dominion Bank ($3.67M), Global Assets Advisory LLC ($3.56M), and Steel Grove Capital Advisors LLC ($3.10M).

How much institutional buying is happening at Invesco QQQ?

Institutional investors have bought a total of 393,821,702 shares in the last 24 months. This purchase volume represents approximately $158.61B in transactions.

Which Invesco QQQ major shareholders have been selling company stock?

Of the 2,128 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 ($2.49M), Granite Bay Wealth Management LLC ($2.11M), 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 105,868,586 shares in the last 24 months. This volume of shares sold represents approximately $49.76B in transactions.


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This page (NASDAQ:QQQ) was last updated on 2/1/2025 by MarketBeat.com Staff
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