Invesco QQQ (QQQ) Institutional Ownership

$451.98
-0.92 (-0.20%)
(As of 05/16/2024 ET)

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

Current
Institutional Ownership
Percentage
44.58%
Number of
Institutional Buyers
(last 12 months)
1975
Total
Institutional Inflows
(last 12 months)
$122.00B
Number of
Institutional Sellers
(last 12 months)
1429
Total
Institutional Outflows
(last 12 months)
$21.02B
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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
5/16/2024Slagle Financial LLC3,476$1.54M0.8%-50.1%0.001%
5/16/2024Innova Wealth Partners4,077$1.81M1.4%-68.9%0.001%
5/16/2024Levin Capital Strategies L.P.6,905$3.07M0.3%-250.2%0.001%
5/16/2024FSA Wealth Management LLC685$304K0.1%-18.5%0.000%
5/16/2024B. Riley Wealth Advisors Inc.120,812$53.64M1.2%+3.7%0.020%
5/16/2024Ancora Advisors LLC16,435$7.30M0.2%-8.7%0.003%
5/16/2024High Falls Advisors Inc10,056$4.47M1.1%+6.9%0.002%
5/16/2024Sweeney & Michel LLC553$247K0.1%N/A0.000%
5/16/2024Prudent Investors Network Inc.61,192$27.17M10.2%N/A0.010%
5/16/2024WPWealth LLP1,154$512K0.1%-11.8%0.000%
5/16/2024Oxford Wealth Group LLC6,065$2.69M2.5%N/A0.001%
5/16/2024 Industrial Alliance Investment Management Inc.111,872$49.67M20.5%+13.0%0.019%
5/16/2024 Janus Henderson Group PLC472$210K0.0%N/A0.000%
5/16/2024 Kraft Davis & Associates LLC3,663$1.62M0.5%-80.6%0.001%
5/16/2024Benchmark Investment Advisors LLC565$251K0.2%-98.3%0.000%
5/16/2024 Waverly Advisors LLC84,061$37.32M0.9%+113.3%0.014%
5/16/2024 Captrust Financial Advisors229,898$102.08M0.3%-5.0%0.039%
5/16/2024 Ashford Capital Management Inc.9,098$4.04M0.5%-6.4%0.002%
5/15/2024 Ascent Group LLC1,585$704K0.1%+33.6%0.000%
5/15/2024 SVB Wealth LLC18,559$8.24M0.2%+15.2%0.003%
5/15/2024 Medici Capital LLC58,297$25.88M29.3%-27.7%0.010%
5/15/2024 Transcendent Capital Group LLC9,322$4.14M2.3%-2.0%0.002%
5/15/2024 Mount Yale Investment Advisors LLC11,500$5.11M0.4%+3.0%0.002%
5/15/2024 Ceeto Capital Group LLC324$144K0.1%-60.7%0.000%
5/15/2024 Manhattan West Asset Management LLC4,597$2.04M0.5%+14.8%0.001%
5/15/2024 Aristides Capital LLC5,000$2.22M0.8%-78.1%0.001%
5/15/2024 Fairview Capital Investment Management LLC3,829$1.70M0.1%-16.9%0.001%
5/15/2024 BOKF NA117,679$52.36M1.0%+1.3%0.020%
5/15/2024 Kestra Advisory Services LLC550,598$244.47M1.6%+11.8%0.093%
5/15/2024 Steel Grove Capital Advisors LLC3,434,759$1.53B41.8%+934.0%0.582%
5/15/2024 Lazard Asset Management LLC15,222$6.76M0.0%-0.8%0.003%
5/15/2024 LRI Investments LLC1,337$592K0.1%N/A0.000%
5/15/2024 1832 Asset Management L.P.2,423$1.08M0.0%-69.8%0.000%
5/15/2024 Linscomb Wealth Inc.8,834$3.92M0.2%+0.5%0.002%
5/15/2024 Truvestments Capital LLC5,889$2.62M1.0%+52.4%0.001%
5/15/2024 Guardian Capital Advisors LP650$277K0.0%-10.3%0.000%
5/15/2024 Keeley Teton Advisors LLC6,863$3.05M0.4%-11.4%0.001%
5/15/2024 Gamco Investors INC. ET AL9,650$4.29M0.0%-0.3%0.002%
5/15/2024 Stonebridge Capital Advisors LLC1,569$696K0.1%+183.2%0.000%
5/15/2024 Envoi LLC2,180$968K2.3%N/A0.000%
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5/14/2024 Biltmore Family Office LLC1,303$579K0.1%-10.3%0.000%
5/14/2024 Westwood Holdings Group Inc.16,155$7.17M0.1%+14.1%0.003%
5/14/2024 JT Stratford LLC28,568$12.68M2.5%+26.6%0.005%
5/14/2024 Toronto Dominion Bank4,362,744$1.94B3.0%-6.1%0.743%
5/14/2024 Capital Group Private Client Services Inc.6,546$2.91M0.0%+2.8%0.001%
5/14/2024 Atalanta Sosnoff Capital LLC8,156$3.62M0.1%+34.4%0.001%
5/14/2024 Rodgers Brothers Inc.655$291K0.0%N/A0.000%
5/14/2024 Axxcess Wealth Management LLC60,980$27.08M0.7%+7.3%0.010%
5/14/2024 EP Wealth Advisors LLC88,984$39.51M0.5%-2.4%0.015%
5/14/2024 OLD Mission Capital LLC87,389$38.80M0.7%N/A0.015%
5/14/2024 Freestone Capital Holdings LLC41,706$18.52M0.7%-13.2%0.007%
5/14/2024 CreativeOne Wealth LLC62,255$27.64M1.1%+40.4%0.011%
5/14/2024 Vident Advisory LLC18,115$8.04M0.2%-8.0%0.003%
5/14/2024 Sculati Wealth Management LLC777$345K0.1%-25.2%0.000%
5/14/2024 TFO Wealth Partners LLC2,063$916K0.2%-1.8%0.000%
5/14/2024 Crewe Advisors LLC18,827$8.36M1.0%+12.8%0.003%
5/14/2024 Leelyn Smith LLC8,063$3.58M0.7%+3.5%0.001%
5/14/2024 Burns Matteson Capital Management LLC1,346$598K0.3%-27.6%0.000%
5/14/2024 InterOcean Capital Group LLC17,309$7.69M0.2%+277.2%0.003%
5/14/2024 Owen LaRue LLC17,198$7.64M4.8%+13.5%0.003%
5/14/2024 Oxford Financial Group LTD. LLC4,788$2.13M0.1%+46.2%0.001%
5/14/2024 Twin Capital Management Inc.512$227K0.0%N/A0.000%
5/14/2024 Lake Street Advisors Group LLC25,086$11.15M0.5%+235.1%0.004%
5/13/2024 Bessemer Group Inc.36,751$16.32M0.0%+1.6%0.006%
5/13/2024 PYA Waltman Capital LLC1,921$853K0.3%-2.5%0.000%
5/13/2024 Safeguard Investment Advisory Group LLC83,672$37.15M12.6%+1.6%0.014%
5/13/2024 Index Fund Advisors Inc.1,038$461K0.0%-5.1%0.000%
5/13/2024 Basso Capital Management L.P.1,602$711K0.7%+18.5%0.000%
5/13/2024 O Shaughnessy Asset Management LLC20,075$8.91M0.1%+18.0%0.003%
5/13/2024 Ameritas Investment Partners Inc.27,473$12.20M0.4%-5.1%0.005%
5/13/2024 Rockport Wealth LLC141,414$62.79M22.0%N/A0.024%
5/13/2024 Penobscot Investment Management Company Inc.40,193$17.85M1.9%-0.4%0.007%
5/11/2024 Lcnb Corp1,960$870K0.3%+10.9%0.000%
5/11/2024 Trustmark National Bank Trust Department12,550$5.57M0.5%-39.9%0.002%
5/11/2024 Harvard Management Co. Inc.686,000$304.59M19.3%N/A0.118%
5/11/2024 Davis R M Inc.3,763$1.67M0.0%+15.3%0.001%
5/11/2024 Peak Asset Management LLC9,781$4.34M0.9%+18.0%0.002%
5/11/2024 Beaumont Financial Advisors LLC4,057$1.80M0.1%-19.9%0.001%
5/11/2024 Cynosure Group LLC8,211$3.65M0.7%-61.2%0.001%
5/11/2024 NWK Group Inc.5,022$2.23M1.0%-2.3%0.001%
5/11/2024 Capital Wealth Alliance LLC6,161$2.74M1.6%+17.9%0.001%
5/11/2024 Ironwood Investment Counsel LLC2,660$1.18M0.2%+12.9%0.000%
5/11/2024 Catalytic Wealth RIA LLC9,443$4.19M0.8%+256.3%0.002%
5/11/2024 Northern Capital Management Inc.58,656$26.04M18.2%+19.1%0.010%
5/11/2024 Jacobi Capital Management LLC79,939$35.49M3.3%+1.4%0.014%
5/11/2024 Mark Sheptoff Financial Planning LLC956$425K0.2%-4.7%0.000%
5/11/2024 Edgestream Partners L.P.106,952$47.49M2.4%+59.9%0.018%
5/11/2024 Hirtle Callaghan & Co LLC2,733$1.21M0.1%N/A0.000%
5/11/2024 Strait & Sound Wealth Management LLC6,159$2.74M1.5%+1.2%0.001%
5/11/2024 Patten & Patten Inc. TN4,840$2.15M0.2%+10.0%0.001%
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5/10/2024 TIAA Trust National Association28,971$12.86M0.0%-5.0%0.005%
5/10/2024 Vanguard Group Inc.17,520$7.78M0.0%+5.0%0.003%
5/10/2024 Cornerstone Advisors LLC63,000$27.97M1.2%-24.1%0.011%
5/10/2024 Spirepoint Private Client LLC9,983$4.43M0.7%N/A0.002%
5/10/2024 Resolute Advisors LLC49,068$21.82M4.0%+1.1%0.008%
5/10/2024 Cooper Haims Advisors LLC1,204$534K0.3%-16.0%0.000%
5/10/2024 Clearstead Trust LLC136,474$60.60M15.8%-0.6%0.023%
5/10/2024 Nicolet Advisory Services LLC1,093$483K0.0%-34.0%0.000%
5/10/2024 Discovery Value Fund35,840$15.91M5.5%+0.3%0.006%
5/10/2024 Councilmark Asset Management LLC850$377K0.3%N/A0.000%
(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, 2,982 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 ($1.94B), 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 2,666 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 ($28.28M), JPMorgan Chase & Co. ($7.87M), Toronto Dominion Bank ($7.38M), Global Assets Advisory LLC ($3.57M), Steel Grove Capital Advisors LLC ($3.10M), and CHURCHILL MANAGEMENT Corp ($1.87M).

How much institutional buying is happening at Invesco QQQ?

Institutional investors have bought a total of 366,643,119 shares in the last 24 months. This purchase volume represents approximately $146.85B in transactions.

Which Invesco QQQ major shareholders have been selling company stock?

Of the 2,000 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), CFS Investment Advisory Services LLC ($2.90M), Toronto Dominion Bank ($2.35M), PNC Financial Services Group Inc. ($2.06M), FMR LLC ($1.40M), and Granite Bay Wealth Management LLC ($1.21M).

How much institutional selling is happening at Invesco QQQ?

Institutional investors have sold a total of 81,192,617 shares in the last 24 months. This volume of shares sold represents approximately $38.25B in transactions.


This page (NASDAQ:QQQ) was last updated on 5/17/2024 by MarketBeat.com Staff

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