Invesco NASDAQ 100 ETF (QQQM) Institutional Ownership

$181.08
-0.11 (-0.06%)
(As of 05/8/2024 ET)

Institutional Ownership Changes (13F Filings) for Invesco NASDAQ 100 ETF (NASDAQ:QQQM)

Number of
Institutional Buyers
(last 12 months)
424
Total
Institutional Inflows
(last 12 months)
$4.89B
Number of
Institutional Sellers
(last 12 months)
163
Total
Institutional Outflows
(last 12 months)
$1.50B
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QQQM Institutional Buying and Selling by Quarter

Invesco NASDAQ 100 ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2024Bleakley Financial Group LLC1,196$218K0.0%N/A0.001%
5/8/2024Avantax Advisory Services Inc.176,467$32.24M0.3%+24.2%0.136%
5/8/2024US Bancorp DE79,457$14.52M0.0%+5.4%0.061%
5/8/2024Headlands Technologies LLC8,104$1.48M0.4%N/A0.006%
5/8/2024Legacy Capital Group California Inc.8,502$1.55M0.6%N/A0.007%
5/8/2024Thoroughbred Financial Services LLC66,630$12.17M1.2%-7.9%0.051%
5/7/2024Concurrent Investment Advisors LLC8,287$1.51M0.1%+502.3%0.006%
5/7/2024Atomi Financial Group Inc.4,529$827K0.1%-26.5%0.003%
5/7/2024Oppenheimer & Co. Inc.24,656$4.50M0.1%-1.6%0.019%
5/7/2024PFG Advisors12,546$2.29M0.2%-5.0%0.010%
5/7/2024 Retirement Planning Co of New England Inc.1,797$328K0.2%+24.2%0.001%
5/6/2024 Quantbot Technologies LP1,449$265K0.0%N/A0.001%
5/6/2024 Envestnet Portfolio Solutions Inc.39,365$7.19M0.0%-49.0%0.030%
5/6/2024 Leuthold Group LLC1,141$208K0.0%N/A0.001%
5/6/2024 Leith Wheeler Investment Counsel Ltd.162,507$29.69M2.9%+9.5%0.125%
5/6/2024 VitalStone Financial LLC3,221$588K0.4%+394.8%0.002%
5/6/2024 Advisory Services Network LLC23,129$4.23M0.1%+42.6%0.018%
5/4/2024 Geneos Wealth Management Inc.245$45K0.0%-94.2%0.000%
5/4/2024 Csenge Advisory Group2,516$460K0.0%-48.8%0.002%
5/3/2024 Embree Financial Group3,232$590K0.1%+5.4%0.002%
5/3/2024 RIA Advisory Group LLC1,571$287K0.1%-93.1%0.001%
5/3/2024 Larson Financial Group LLC480$88K0.0%+147.4%0.000%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors1,893$346K0.0%N/A0.001%
5/3/2024 Rehmann Capital Advisory Group35,451$6.48M0.5%+10.2%0.027%
5/2/2024 Diversified LLC88,895$16.24M2.2%-66.1%0.069%
5/2/2024 Smart Money Group LLC3,929$686K0.3%+44.1%0.003%
5/2/2024 RiverFront Investment Group LLC19,426$3.55M0.1%+21.4%0.015%
5/2/2024 First Command Advisory Services Inc.4,958,139$906.01M9.5%-1.1%3.823%
5/2/2024 Shoker Investment Counsel Inc.6,215$1.14M0.4%-63.2%0.005%
5/2/2024 Hudock Inc.10,839$1.98M0.4%-89.0%0.008%
5/2/2024 Adapt Wealth Advisors LLC64,840$11.85M8.4%N/A0.050%
5/2/2024 Consolidated Planning Corp17,440$3.19M0.5%+0.9%0.013%
5/2/2024 Lincoln National Corp38,832$7.09M0.1%+1.2%0.030%
5/2/2024 Hunter Associates Investment Management LLC60,041$10.96M1.8%+9.0%0.047%
5/2/2024 Hollencrest Capital Management414,341$75.70M3.5%+1,241.6%0.322%
5/1/2024 StoneX Group Inc.33,940$6.20M0.7%+15.5%0.026%
5/1/2024 Janney Montgomery Scott LLC31,264$5.71M0.0%+38.6%0.024%
5/1/2024 Source Financial Advisors LLC1,185$217K0.1%N/A0.001%
5/1/2024 Meitav Investment House Ltd.1,264,323$231.04M4.5%+1.4%0.983%
5/1/2024 Mirae Asset Global Investments Co. Ltd.815,403$148.97M0.3%-7.9%0.634%
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5/1/2024 Prosperity Consulting Group LLC94,146$17.20M2.2%+142.2%0.073%
5/1/2024 ORBA Wealth Advisors L.L.C.2,385$436K0.2%+18.1%0.002%
5/1/2024 Sequoia Financial Advisors LLC1,119$204K0.0%N/A0.001%
4/30/2024 Private Advisor Group LLC554,178$101.24M0.7%+31.1%0.431%
4/30/2024 J.W. Cole Advisors Inc.7,197$1.32M0.1%+120.6%0.006%
4/30/2024 Cutter & CO Brokerage Inc.3,100$566K0.1%+10.5%0.002%
4/30/2024 Astor Investment Management LLC46,064$8.42M3.3%N/A0.036%
4/30/2024 HB Wealth Management LLC4,586$838K0.0%+7.5%0.004%
4/30/2024Concord Wealth Partners921$168K0.0%+100.2%0.001%
4/30/2024 Mainstay Capital Management LLC ADV733,289$133.97M25.3%-29.8%0.570%
4/30/2024 Harel Insurance Investments & Financial Services Ltd.44,550$8.14M0.2%N/A0.035%
4/30/2024 Vance Wealth Inc.29,324$5.36M2.1%+1.1%0.023%
4/30/2024 Arkadios Wealth Advisors1,869$341K0.0%+4.1%0.001%
4/30/2024 Hutchens & Kramer Investment Management Group LLC6,334$1.16M0.7%-3.3%0.005%
4/30/2024 Madison Wealth Partners Inc4,510$824K0.3%+1.6%0.004%
4/29/2024Commonwealth Equity Services LLC482,079$88.07M0.1%+39.5%0.375%
4/29/2024 Benjamin F. Edwards & Company Inc.1,171$214K0.0%+77.4%0.001%
4/29/2024 Cabana LLC15,788$2.88M12.3%+23.5%0.012%
4/29/2024 Aspire Wealth Management Corp5,013$916K0.6%+49.1%0.004%
4/29/2024 Castle Wealth Management LLC20,552$3.76M2.0%-10.1%0.016%
4/29/2024 Onyx Bridge Wealth Group LLC13,650$2.42M0.4%+19.8%0.011%
4/29/2024 Crescent Grove Advisors LLC10,429$1.91M0.2%+609.0%0.008%
4/26/2024 Sterling Investment Counsel LLC61,756$11.28M5.2%+2.3%0.048%
4/26/2024 GUNN & Co INVESTMENT MANAGEMENT INC.8,620$1.58M1.2%-92.6%0.007%
4/26/2024 SFG Wealth Management LLC.5,202$950K0.6%+11.0%0.004%
4/26/2024 Clear Creek Financial Management LLC12,173$2.22M0.3%+55.4%0.009%
4/26/2024 MONECO Advisors LLC1,451$265K0.0%-9.8%0.001%
4/26/2024 Bogart Wealth LLC14,864$2.72M0.1%+4.8%0.012%
4/25/2024 Q3 Asset Management260,000$47.50M13.5%-3.7%0.202%
4/25/2024 One Day In July LLC35,131$6.42M0.9%+250.6%0.027%
4/25/2024 Lodestar Private Asset Management LLC119,988$21.92M3.1%+0.2%0.093%
4/25/2024 Bank of New York Mellon Corp929,408$169.79M0.0%+11.7%0.721%
4/25/2024 Smith Chas P & Associates PA Cpas127,913$23.37M1.4%+9.4%0.099%
4/25/2024 Capital Investment Advisory Services LLC7,455$1.36M0.1%-3.7%0.006%
4/25/2024 Cambridge Investment Research Advisors Inc.230,650$42.14M0.2%+25.8%0.179%
4/25/2024 Christopher J. Hasenberg Inc30,349$5.54M2.7%+0.4%0.024%
4/24/2024 Private Trust Co. NA4,702$859K0.1%+12.8%0.004%
4/24/2024 PSI Advisors LLC5,585$1.02M0.4%-10.6%0.004%
4/24/2024 Fulcrum Equity Management9,785$1.79M2.1%-5.1%0.008%
4/24/2024 Round Rock Advisors LLC13,213$2.41M0.6%-5.6%0.010%
4/24/2024 SOL Capital Management CO79,478$14.52M1.8%+82.3%0.062%
4/24/2024 Simplicity Wealth LLC3,995$730K0.0%N/A0.003%
4/24/2024 Essex Financial Services Inc.6,192$1.13M0.1%+5.0%0.005%
4/24/2024 Capasso Planning Partners LLC7,182$1.31M0.5%+25.9%0.006%
4/24/2024 Dechtman Wealth Management LLC113,768$20.78M4.8%+34.7%0.088%
4/23/2024 Global Retirement Partners LLC32,182$5.88M0.2%+16.2%0.025%
4/23/2024 Twin Peaks Wealth Advisors LLC4,778$873K0.5%-25.8%0.004%
4/23/2024 Luken Investment Analytics LLC15,075$2.75M1.4%+11.9%0.012%
4/23/2024 Sage Mountain Advisors LLC840$153K0.0%-22.5%0.001%
4/23/2024 Rational Advisors LLC336,613$61.50M5.7%N/A0.262%
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4/23/2024 Sugarloaf Wealth Management LLC847$155K0.0%+71.8%0.001%
4/23/2024 TrueWealth Advisors LLC5,797$1.06M0.4%+5.3%0.005%
4/23/2024 Strategic Blueprint LLC10,083$1.84M0.1%+24.2%0.008%
4/23/2024 Gerber LLC13,230$2.42M2.0%+86.3%0.010%
4/23/2024 Raymond James Financial Services Advisors Inc.1,334,544$243.81M0.4%+5.9%1.041%
4/23/2024 StoneCrest Wealth Management Inc.64,673$11.82M10.2%+0.7%0.050%
4/22/2024 Strategic Financial Concepts LLC37,735$6.89M1.7%+99.2%0.029%
4/22/2024 Rovin Capital UT ADV50,846$9.29M3.8%-36.2%0.040%
4/22/2024 American Financial Advisors LLC1,433$262K0.0%+15.3%0.001%
4/22/2024 PFG Investments LLC3,182$581K0.0%N/A0.002%
(Data available from 1/1/2016 forward)

QQQM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of QQQM shares?

During the previous two years, 532 institutional investors and hedge funds held shares of Invesco NASDAQ 100 ETF. The most heavily invested institutionals were First Command Advisory Services Inc. ($906.01M), Invesco Ltd. ($778.25M), LPL Financial LLC ($572.43M), Clal Insurance Enterprises Holdings Ltd ($483.30M), FMR LLC ($325.80M), Envestnet Asset Management Inc. ($313.40M), and Wealth Enhancement Advisory Services LLC ($260.95M).Learn more on QQQM's institutional investors.

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

Of the 513 institutional investors that purchased Invesco NASDAQ 100 ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: First Command Advisory Services Inc. ($6.61M), Clal Insurance Enterprises Holdings Ltd ($3.39M), Envestnet Asset Management Inc. ($3.25M), LPL Financial LLC ($2.39M), Meitav Investment House Ltd. ($1.22M), PFS Investments Inc. ($1.07M), and Mainstay Capital Management LLC ADV ($1.05M).

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

Institutional investors have bought a total of 44,052,914 shares in the last 24 months. This purchase volume represents approximately $6.26B in transactions.

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

Of the 216 institutional investors that sold Invesco NASDAQ 100 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($1.75M), First Command Advisory Services Inc. ($1.65M), Envestnet Asset Management Inc. ($1.48M), Mirae Asset Global Investments Co. Ltd. ($1.25M), Orion Portfolio Solutions LLC ($578.70K), Clal Insurance Enterprises Holdings Ltd ($525.65K), and Invesco Ltd. ($495.69K).

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

Institutional investors have sold a total of 12,040,995 shares in the last 24 months. This volume of shares sold represents approximately $1.80B in transactions.


This page (NASDAQ:QQQM) was last updated on 5/8/2024 by MarketBeat.com Staff

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