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Invesco NASDAQ Next Gen 100 ETF (QQQJ) Institutional Ownership

Invesco NASDAQ Next Gen 100 ETF logo
$31.78 +0.07 (+0.22%)
As of 01/17/2025 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)
48
Total
Institutional Inflows
(last 12 months)
$64.65M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$12.94M
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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
1/16/2025 Purus Wealth Management LLC89,251$2.76M1.1%+553.5%0.424%
1/15/2025 Wealthcare Advisory Partners LLC132,993$4.11M0.1%+2.7%0.632%
1/15/2025 Goldstone Financial Group LLC10,676$330K0.1%N/A0.051%
1/14/2025 RMR Wealth Builders21,135$653K0.1%-2.5%0.100%
1/13/2025 Brookstone Capital Management30,030$927K0.0%+92.9%0.143%
1/10/2025 RMR Wealth Builders21,135$653K0.1%-2.5%0.100%
1/3/2025 Modus Advisors LLC2,805$87K0.0%N/A0.013%
12/26/2024JPMorgan Chase & Co.7,141$217K0.0%-47.0%0.033%
11/15/2024LRI Investments LLC562,679$17.09M1.5%N/A2.616%
11/15/2024MML Investors Services LLC14,525$441K0.0%+2.8%0.068%
11/15/2024Jane Street Group LLC776,397$23.58M0.0%N/A3.609%
11/14/2024Tradition Wealth Management LLC58,259$1.77M0.2%-3.1%0.271%
11/13/2024FMR LLC6,843$208K0.0%+60.9%0.032%
11/5/2024Proactive Wealth Strategies LLC13,363$406K0.2%N/A0.062%
10/24/2024Pointe Capital Management LLC10,707$325K0.2%-4.1%0.048%
10/24/2024 Wealth Enhancement Advisory Services LLC38,913$1.18M0.0%-23.1%0.175%
10/23/2024Mirae Asset Global Investments Co. Ltd.36,018$1.09M0.0%-15.0%0.162%
10/22/2024Private Advisor Group LLC11,698$355K0.0%-6.6%0.053%
10/19/2024DMC Group LLC16,916$514K0.4%N/A0.076%
10/16/2024McKinley Carter Wealth Services Inc.36,919$1.12M0.1%-16.3%0.166%
10/8/2024WealthCare Investment Partners LLC43,753$1.32M0.6%+3.3%0.195%
10/8/2024 Brookstone Capital Management15,571$473K0.0%-35.6%0.069%
10/3/2024 Granite Bay Wealth Management LLC12,750$387K0.2%N/A0.055%
8/21/2024Truist Financial Corp36,166$1.01M0.0%-4.2%0.157%
8/16/2024Northwestern Mutual Wealth Management Co.28,306$789K0.0%-10.1%0.123%
8/16/2024NewEdge Advisors LLC35,888$1M0.0%-27.8%0.156%
8/16/2024Goodman Advisory Group LLC1,369$38K0.0%+114.6%0.006%
8/12/2024Mercer Global Advisors Inc. ADV14,734$411K0.0%-12.1%0.064%
8/12/2024 Purus Wealth Management LLC9,528$266K0.1%N/A0.041%
8/8/2024Prosperity Consulting Group LLC11,494$320K0.0%-15.6%0.050%
8/6/2024Chris Bulman Inc2,427$68K0.0%N/A0.011%
8/5/2024Denver PWM LLC3,009$84K0.0%N/A0.013%
8/5/2024TD Capital Management LLC3,104$87K0.0%-28.8%0.013%
7/31/2024Essex Financial Services Inc.83,774$2.34M0.1%+1.2%0.363%
7/31/2024Commonwealth Equity Services LLC48,613$1.36M0.0%-11.4%0.211%
7/30/2024 International Assets Investment Management LLC5,425$151K0.0%N/A0.023%
7/24/2024&PARTNERS13,940$389K0.0%N/A0.060%
7/22/2024Onyx Bridge Wealth Group LLC11,336$316K0.1%-46.9%0.049%
7/20/2024Raymond James Financial Services Advisors Inc.1,368,026$38.13M0.1%+1.6%5.889%
7/19/2024Raymond James & Associates58,667$1.64M0.0%-7.6%0.253%
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7/19/2024Erickson Financial Group LLC253,033$7.05M5.4%-1.6%1.089%
7/18/2024WealthCare Investment Partners LLC42,362$1.18M0.5%+3.5%0.182%
7/18/2024 Brookstone Capital Management24,163$694K0.0%-78.5%0.104%
7/17/2024SteelPeak Wealth LLC63,388$1.77M0.1%N/A0.273%
7/16/2024Cornerstone Wealth Management LLC26,808$747K0.1%+7.7%0.115%
7/16/2024 Wealth Enhancement Advisory Services LLC50,576$1.41M0.0%-10.0%0.217%
7/10/2024 Gill Capital Partners LLC7,983$222K0.1%N/A0.034%
5/30/2024Cambridge Trust Co.3,669$106K0.0%N/A0.015%
5/24/2024Cetera Advisors LLC14,775$427K0.0%+13.4%0.061%
5/15/2024Wick Capital Partners LLC11,038$319K0.3%-8.5%0.046%
5/13/2024Rockport Wealth LLC11,804$341K0.1%N/A0.049%
5/10/2024Spirepoint Private Client LLC35,436$1.02M0.2%N/A0.146%
5/8/2024Avantax Advisory Services Inc.63,872$1.85M0.0%-3.4%0.264%
5/7/2024Pointe Capital Management LLC11,804$341K0.2%-5.3%0.049%
5/7/2024Retirement Planning Co of New England Inc.10,742$311K0.2%-10.4%0.044%
5/7/2024Mystic Asset Management Inc.17,485$505K0.2%+5.7%0.072%
5/1/2024Mirae Asset Global Investments Co. Ltd.42,395$1.23M0.0%+7.6%0.175%
5/1/2024Prosperity Consulting Group LLC13,613$394K0.0%-26.8%0.056%
5/1/2024Private Advisor Group LLC13,297$384K0.0%-7.5%0.055%
4/29/2024Commonwealth Equity Services LLC54,843$1.59M0.0%-4.5%0.226%
4/29/2024Onyx Bridge Wealth Group LLC21,362$586K0.1%-9.2%0.088%
4/24/2024Essex Financial Services Inc.82,813$2.39M0.2%+7.1%0.339%
4/23/2024Global Retirement Partners LLC2,402$69K0.0%-20.7%0.010%
4/23/2024Raymond 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%
4/17/2024Trilogy 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%
4/15/2024WealthCare 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%
4/15/2024Flagstar 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%
4/10/2024Banque Cantonale Vaudoise7,720$224K0.0%+63.6%0.031%
3/5/2024Fisher Asset Management LLC7,499$202K0.0%N/A0.030%
3/5/2024Gerber 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%
2/8/2024Apexium 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%
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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%
2/6/2024Essex 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%
2/1/2024CWM 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%
(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, 121 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. ($38.13M), Jane Street Group LLC ($23.58M), LRI Investments LLC ($17.09M), LPL Financial LLC ($11.50M), Erickson Financial Group LLC ($7.05M), Osaic Holdings Inc. ($5.74M), and Trilogy Capital Inc. ($5.09M).Learn more on QQQJ's institutional investors.

Which institutional investors have been buying Invesco NASDAQ Next Gen 100 ETF stock?

Of the 99 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), Jane Street Group LLC ($776.40K), LRI Investments LLC ($562.68K), Raymond James Financial Services Advisors Inc. ($547.78K), Goldstein Advisors LLC ($231.10K), International Assets Investment Management LLC ($211.22K), and Natixis ($150.61K).

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

Institutional investors have bought a total of 5,336,142 shares in the last 24 months. This purchase volume represents approximately $191.27M in transactions.

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

Of the 64 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. ($793.98K), Advisor Group Holdings Inc. ($262.64K), LPL Financial LLC ($248.13K), Goldstein Advisors LLC ($222.66K), Raymond James & Associates ($150.00K), Brookstone Capital Management ($97.58K), and Raymond James Financial Services Advisors Inc. ($87.29K).

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

Institutional investors have sold a total of 2,487,957 shares in the last 24 months. This volume of shares sold represents approximately $81.35M in transactions.



This page (NASDAQ:QQQJ) was last updated on 1/21/2025 by MarketBeat.com Staff
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