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Invesco QQQ (QQQ) Institutional Ownership

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(As of 05/3/2024 ET)
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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)
2017
Total
Institutional Inflows
(last 12 months)
$122.94B
Number of
Institutional Sellers
(last 12 months)
1485
Total
Institutional Outflows
(last 12 months)
$22.78B
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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
5/3/2024Pictet North America Advisors SA2,846$1.26M0.1%-4.5%0.000%
5/3/2024Peoples Bank OH2,342$1.04M0.6%-2.3%0.000%
5/3/2024Proficio Capital Partners LLC19,339$8.46M0.9%-32.9%0.003%
5/3/2024Comprehensive Financial Consultants Institutional Inc.7,747$3.44M1.4%+1.1%0.001%
5/3/2024Liberty Wealth Management LLC2,542$1.13M0.2%-1.7%0.000%
5/3/2024Central Pacific Bank Trust Division5,311$2.36M0.3%N/A0.001%
5/3/2024Rinkey Investments3,755$1.67M0.6%-42.4%0.001%
5/3/2024Smith Salley Wealth Management1,776$789K0.1%+51.8%0.000%
5/3/2024Absolute Capital Management LLC26,579$11.80M7.5%+127.2%0.005%
5/3/2024Whittier Trust Co. of Nevada Inc.60,845$27.02M0.8%+2.1%0.010%
5/3/2024Patron Partners LLC2,078$923K0.6%-27.6%0.000%
5/3/2024Whittier Trust Co.33,468$14.86M0.2%-7.9%0.006%
5/2/2024Mutual Advisors LLC98,214$43.61M1.4%+9.3%0.017%
5/2/2024Diversified LLC4,185$1.86M0.3%-1.6%0.001%
5/2/2024Suncoast Equity Management557$247K0.0%N/A0.000%
5/2/2024Smart Money Group LLC59,511$25.27M9.9%+20.2%0.010%
5/2/2024Salomon & Ludwin LLC3,160$1.40M0.1%+5.5%0.001%
5/2/2024RiverFront Investment Group LLC118,653$52.68M1.5%+14.4%0.020%
5/2/2024First Command Advisory Services Inc.1,743$774K0.0%-3.6%0.000%
5/2/2024USAdvisors Wealth Management LLC48,102$21.40M8.1%+4.0%0.008%
5/2/2024Financial Counselors Inc.7,825$3.47M0.1%-2.5%0.001%
5/2/2024Peregrine Asset Advisers Inc.5,536$2.46M1.0%+1.0%0.001%
5/2/2024Pacific Wealth Strategies Group Inc.19,221$8.53M7.1%+16.3%0.003%
5/2/2024Hudock Inc.6,379$2.83M0.6%-83.9%0.001%
5/2/2024Conservest Capital Advisors Inc.50,126$22.26M2.3%-3.1%0.009%
5/2/2024Summit Financial Wealth Advisors LLC645$286K0.1%-33.6%0.000%
5/2/2024Centerpoint Advisors LLC642$285K0.1%+11.1%0.000%
5/2/2024Adapt Wealth Advisors LLC627$278K0.2%N/A0.000%
5/2/2024FinTrust Capital Advisors LLC1,178$523K0.1%-7.9%0.000%
5/2/2024Graypoint LLC1,514$672K0.0%+70.9%0.000%
5/2/2024Haverford Trust Co19,758$8.77M0.1%-1.4%0.003%
5/2/2024Lwmg LLC70,256$31.19M7.2%+1.1%0.012%
5/2/2024Consolidated Planning Corp11,514$5.11M0.9%-2.5%0.002%
5/2/2024Pittenger & Anderson Inc.160,629$71.32M2.9%-0.8%0.027%
5/2/2024GSB Wealth Management LLC8,541$3.79M1.1%+2.1%0.001%
5/2/2024Gilbert & Cook Inc.1,788$794K0.1%N/A0.000%
5/2/2024Vantage Financial Partners LLC29,804$13.23M3.6%+0.9%0.005%
5/2/2024Curran Financial Partners LLC1,117$496K0.2%+6.8%0.000%
5/2/2024Lincoln National Corp125,056$55.53M0.9%+9.1%0.021%
5/2/2024Almanack Investment Partners LLC.2,011$893K0.2%-18.7%0.000%
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5/2/2024Bryn Mawr Capital Management LLC16,588$7.37M0.4%+28.3%0.003%
5/2/2024Fidelis Capital Partners LLC6,312$2.80M0.5%+4.2%0.001%
5/2/2024Goelzer Investment Management Inc.4,247$1.89M0.1%-3.1%0.001%
5/2/2024Choreo LLC33,897$15.05M0.4%-4.9%0.006%
5/2/2024 Crown Wealth Group LLC1,007$447K0.2%-2.4%0.000%
5/2/2024 Lewis Asset Management LLC2,331$1.04M0.9%-1.3%0.000%
5/2/2024 Seelaus Asset Management LLC2,372$1.05M1.0%-2.0%0.000%
5/2/2024 Moloney Securities Asset Management LLC27,686$12.29M1.9%+16.1%0.005%
5/2/2024 Darrow Company Inc.38,375$17.04M11.2%+5.6%0.007%
5/2/2024 Palisade Asset Management LLC214$95K0.0%N/A0.000%
5/2/2024 Greenwood Capital Associates LLC1,483$658K0.1%N/A0.000%
5/2/2024 Martin Capital Advisors LLP14,804$6.57M5.2%+2.1%0.003%
5/2/2024 PDS Planning Inc1,414$628K0.1%+4.4%0.000%
5/2/2024 Argent Advisors Inc.489$217K0.1%-9.3%0.000%
5/2/2024 REDW Wealth LLC4,517$2.01M0.5%-5.2%0.001%
5/2/2024 Regent Peak Wealth Advisors LLC2,825$1.25M0.3%+5.0%0.000%
5/2/2024 Fortem Financial Group LLC10,679$4.74M2.1%+0.4%0.002%
5/2/2024 Westwood Wealth Management4,145$1.84M0.9%+14.7%0.001%
5/2/2024 High Note Wealth LLC11,333$5.03M1.6%+25.5%0.002%
5/1/2024 Capital Investment Counsel Inc596$264K0.0%N/A0.000%
5/1/2024 Smith Shellnut Wilson LLC ADV25,161$11.17M5.9%-1.9%0.004%
5/1/2024 Schear Investment Advisers LLC5,794$2.57M2.1%+47.8%0.001%
5/1/2024 Connecticut Wealth Management LLC63,477$28.18M1.5%-0.9%0.011%
5/1/2024 Blackhawk Capital Partners LLC.609$270K0.2%+6.8%0.000%
5/1/2024 KFA Private Wealth Group LLC1,219$541K0.2%+13.4%0.000%
5/1/2024 Janney Montgomery Scott LLC711,792$316.04M0.9%-6.0%0.122%
5/1/2024 Precision Wealth Strategies LLC2,464$1.09M1.0%N/A0.000%
5/1/2024 Blue Trust Inc.1,704$756K0.0%-22.8%0.000%
5/1/2024 TKG Advisors LLC13,407$5.95M3.3%-6.2%0.002%
5/1/2024 Source Financial Advisors LLC5,484$2.44M0.7%-28.7%0.001%
5/1/2024 Klingman & Associates LLC2,691$1.20M0.1%+4.7%0.000%
5/1/2024 Meitav Investment House Ltd.648,372$287.88M5.6%-11.1%0.111%
5/1/2024 Alta Wealth Advisors LLC8,634$3.83M1.9%+31.6%0.001%
5/1/2024 Ascent Wealth Partners LLC94,790$42.09M6.2%+8.0%0.016%
5/1/2024 Mirae Asset Global Investments Co. Ltd.697,322$308.86M0.6%+78.9%0.119%
5/1/2024 BOK Financial Private Wealth Inc.935$416K0.0%+83.3%0.000%
5/1/2024 Financial Guidance Group Inc.22,089$9.81M6.4%+0.9%0.004%
5/1/2024 Prosperity Consulting Group LLC6,963$3.09M0.4%+10.4%0.001%
5/1/2024 Avior Wealth Management LLC15,786$7.01M0.3%-3.1%0.003%
5/1/2024 Retirement Group LLC12,819$5.69M2.0%-0.6%0.002%
5/1/2024 Mission Wealth Management LP20,070$8.91M0.2%+5.1%0.003%
5/1/2024 ORBA Wealth Advisors L.L.C.10,363$4.60M2.5%+6.8%0.002%
5/1/2024 Wambolt & Associates LLC634$282K0.1%-12.3%0.000%
5/1/2024 Starfox Financial Services LLC26,610$11.47M9.7%+10.0%0.005%
5/1/2024 Flynn Zito Capital Management LLC1,149$510K0.3%-3.8%0.000%
5/1/2024 Cantor Fitzgerald Investment Advisors L.P.68,798$30.55M2.3%-2.4%0.012%
5/1/2024 Sequoia Financial Advisors LLC94,890$42.13M0.5%+9.2%0.016%
5/1/2024 Diversify Advisory Services LLC112,326$49.98M2.9%N/A0.019%
4/30/2024 Consolidated Portfolio Review Corp1,215$539K0.1%-6.0%0.000%
4/30/2024 Lodestone Wealth Management LLC1,198$532K0.3%-2.2%0.000%
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4/30/2024 J.W. Cole Advisors Inc.110,144$48.92M2.5%+7.2%0.019%
4/30/2024 Cutter & CO Brokerage Inc.5,195$2.31M0.6%-1.2%0.001%
4/30/2024 Astor Investment Management LLC916$407K0.2%-25.9%0.000%
4/30/2024 Granite Harbor Advisors Inc.23,806$10.57M7.2%+5.3%0.004%
4/30/2024 Curtis Advisory Group LLC19,901$8.84M3.4%+0.5%0.003%
4/30/2024 TFC Financial Management Inc.291$129K0.0%-16.6%0.000%
4/30/2024 Hartline Investment Corp8,242$3.66M0.6%N/A0.001%
4/30/2024 North Star Investment Management Corp.20,311$9.02M0.6%+0.5%0.003%
4/30/2024 Mcintyre Freedman & Flynn Investment Advisers Inc.9,927$4.41M3.2%-1.7%0.002%
4/30/2024 Norden Group LLC11,074$4.92M0.4%+82.9%0.002%
(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, 2,985 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), Toronto Dominion Bank ($2.01B), PNC Financial Services Group Inc. ($1.87B), Envestnet Asset Management Inc. ($1.85B), Global Assets Advisory LLC ($1.58B), and Ameriprise Financial Inc. ($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 2,695 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 ($28.34M), JPMorgan Chase & Co. ($11.01M), Toronto Dominion Bank ($7.38M), Global Assets Advisory LLC ($3.57M), CHURCHILL MANAGEMENT Corp ($1.87M), and Janney Montgomery Scott LLC ($1.66M).

How much institutional buying is happening at Invesco QQQ?

Institutional investors have bought a total of 371,190,354 shares in the last 24 months. This purchase volume represents approximately $151.60B in transactions.

Which Invesco QQQ major shareholders have been selling company stock?

Of the 2,004 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 ($6.96M), TD Asset Management Inc. ($3.59M), CFS Investment Advisory Services LLC ($2.90M), Toronto Dominion Bank ($2.39M), PNC Financial Services Group Inc. ($2.06M), and FMR LLC ($1.40M).

How much institutional selling is happening at Invesco QQQ?

Institutional investors have sold a total of 88,875,777 shares in the last 24 months. This volume of shares sold represents approximately $44.00B in transactions.


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This page (NASDAQ:QQQ) was last updated on 5/3/2024 by MarketBeat.com Staff

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