QQQJ Institutional Ownership
Invesco NASDAQ Next Gen 100 ETF
1W: -0.0%
1M: -1.0%
3M: -2.6%
YTD: +18.5%
1Y: +23.4%
3Y: +85.5%
5Y: +33.7%
$44.45
+0.30 (+0.68%)
Weekly Expected Move ±2.0%
$43
$44
$44
$45
$46
Overview
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Institutional Ownership — QQQJ
209
Institutional Holders
+21 vs prior quarter
0.0%
Ownership
+0.00pp
409M
Total Invested
38
New Positions
58
Increased
64
Reduced
14
Closed
0.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (220 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | 1,203,689 | $54M | +14,767 | +1.2% | 7Q | SEC ↗ |
| 2 | JONES FINANCIAL COMPANIES LLLP | 697,047 | $31M | +174,000 | +33.3% | 9Q | SEC ↗ |
| 3 | OSAIC HOLDINGS, INC. | 684,611 | $30M | +156,052 | +29.5% | 23Q | SEC ↗ |
| 4 | LPL Financial LLC | 634,084 | $28M | +94,146 | +17.4% | 22Q | SEC ↗ |
| 5 | Systelligence, LLC | 601,821 | $27M | +11,091 | +1.9% | 3Q | SEC ↗ |
| 6 | LRI Investments, LLC | 562,679 | $25M | — | +0.0% | 8Q | SEC ↗ |
| 7 | UBS Group AG | 513,641 | $23M | +38,201 | +8.0% | 22Q | SEC ↗ |
| 8 | RETIREMENT FINANCIAL SOLUTIONS, LLC | 473,142 | $21M | +17,373 | +3.8% | 4Q | SEC ↗ |
| 9 | MORGAN STANLEY | 421,570 | $19M | +109,459 | +35.1% | 23Q | SEC ↗ |
| 10 | WELLS FARGO & COMPANY/MN | 407,740 | $18M | +60,674 | +17.5% | 22Q | SEC ↗ |
| 11 | Erickson Financial Group, LLC | 233,584 | $10M | +22,783 | +10.8% | 19Q | SEC ↗ |
| 12 | AMERIPRISE FINANCIAL INC | 181,452 | $8M | -88 | -0.0% | 16Q | SEC ↗ |
| 13 | BANK OF AMERICA CORP /DE | 158,768 | $7M | -12,100 | -7.1% | 15Q | SEC ↗ |
| 14 | Wealthcare Advisory Partners LLC | 151,556 | $7M | -4,989 | -3.2% | 17Q | SEC ↗ |
| 15 | Gerber Kawasaki Wealth & Investment Ma | 151,066 | $7M | -1,890 | -1.2% | 22Q | SEC ↗ |
| 16 | Purus Wealth Management, LLC | 140,462 | $6M | +8,255 | +6.2% | 9Q | SEC ↗ |
| 17 | Beacon Pointe Advisors, LLC | 125,458 | $6M | +84,135 | +203.6% | 2Q | SEC ↗ |
| 18 | Wealthfront Advisers LLC | 117,512 | $5M | +33,234 | +39.4% | 20Q | SEC ↗ |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 106,359 | $5M | +22,440 | +26.7% | 23Q | SEC ↗ |
| 20 | ROYAL BANK OF CANADA | 81,592 | $4M | -43,806 | -34.9% | 23Q | SEC ↗ |
| 21 | Essex Financial Services, Inc. | 76,367 | $3M | -688 | -0.9% | 23Q | SEC ↗ |
| 22 | NATIXIS ADVISORS, LLC | 74,887 | $3M | +28,477 | +61.4% | 3Q | SEC ↗ |
| 23 | Brookwood Investment Group LLC | 69,241 | $3M | -9,135 | -11.7% | 2Q | SEC ↗ |
| 24 | GUIDANCE CAPITAL, INC | 67,017 | $3M | +4,909 | +7.9% | 3Q | SEC ↗ |
| 25 | NOVEM GROUP | 63,650 | $3M | +700 | +1.1% | 7Q | SEC ↗ |
| 26 | Private Advisor Group, LLC | 58,939 | $3M | +49,345 | +514.3% | 22Q | SEC ↗ |
| 27 | Arax Advisory Partners NEW | 55,992 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 28 | CI INVESTMENTS INC. NEW | 49,159 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 29 | Cetera Investment Advisers | 48,292 | $2M | +5,232 | +12.2% | 10Q | SEC ↗ |
| 30 | Tradition Wealth Management, LLC | 48,072 | $2M | -1,819 | -3.6% | 23Q | SEC ↗ |
| 31 | Texas Yale Capital Corp. | 46,540 | $2M | +1,200 | +2.6% | 7Q | SEC ↗ |
| 32 | NOMURA ASSET MANAGEMENT CO LTD | 46,500 | $2M | — | +0.0% | 2Q | SEC ↗ |
| 33 | GERBER, LLC | 45,200 | $2M | -156 | -0.3% | 11Q | SEC ↗ |
| 34 | Granite Bay Wealth Management, LLC | 43,682 | $2M | +878 | +2.1% | 4Q | SEC ↗ |
| 35 | Goldstone Financial Group, LLC | 35,944 | $2M | -3,126 | -8.0% | 7Q | SEC ↗ |
| 36 | Equitable Holdings, Inc. | 35,620 | $2M | +1,229 | +3.6% | 22Q | SEC ↗ |
| 37 | McKinley Carter Wealth Services, Inc. | 34,251 | $2M | +6,776 | +24.7% | 19Q | SEC ↗ |
| 38 | Kingsview Wealth Management, LLC | 34,109 | $2M | +25,415 | +292.3% | 4Q | SEC ↗ |
| 39 | Brookstone Capital Management | 33,381 | $1M | +1,522 | +4.8% | 18Q | SEC ↗ |
| 40 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 29,852 | $1M | +10,838 | +57.0% | 22Q | SEC ↗ |
| 41 | Greenline Wealth Management LLC NEW | 27,882 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 42 | Proactive Wealth Strategies LLC | 27,168 | $1M | -912 | -3.2% | 8Q | SEC ↗ |
| 43 | SPIREPOINT PRIVATE CLIENT, LLC | 27,112 | $1M | +1,015 | +3.9% | 10Q | SEC ↗ |
| 44 | ELLERSON GROUP INC /ADV | 26,911 | $1M | -71 | -0.3% | 3Q | SEC ↗ |
| 45 | Mirae Asset Global Investments Co., Lt | 26,859 | $1M | — | +0.0% | 17Q | SEC ↗ |
| 46 | NewEdge Advisors, LLC | 26,769 | $1M | -2,380 | -8.2% | 22Q | SEC ↗ |
| 47 | Prospera Financial Services Inc | 25,661 | $1M | +8,282 | +47.7% | 2Q | SEC ↗ |
| 48 | WealthCare Investment Partners, LLC | 24,304 | $1M | +464 | +1.9% | 19Q | SEC ↗ |
| 49 | Mariner, LLC | 23,546 | $1M | -18,811 | -44.4% | 20Q | SEC ↗ |
| 50 | Tannin Capital LLC | 22,811 | $1M | -1,849 | -7.5% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Arax Advisory Partners | 55,992 | $2M |
| CI INVESTMENTS INC. | 49,159 | $2M |
| Greenline Wealth Management LLC | 27,882 | $1M |
| Bleakley Financial Group, LLC | 21,338 | $948K |
| RASP WEALTH SOLUTIONS, LLC | 17,568 | $781K |
| Coppell Advisory Solutions LLC | 16,229 | $721K |
| Thrivent Financial for Lutherans | 12,051 | $536K |
| FLORIDA FINANCIAL ADVISORS, LLC | 6,420 | $285K |
| City Center Advisors, LLC | 5,563 | $247K |
| Mutual Advisors, LLC | 5,475 | $243K |
| Runnymede Capital Advisors, Inc. | 5,474 | $243K |
| Cerity Partners LLC | 5,409 | $240K |
| Triton Wealth Management, PLLC | 5,368 | $239K |
| INDEPENDENT FINANCIAL GROUP, LLC | 5,304 | $236K |
| Finward Bancorp | 5,180 | $230K |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 5,150 | $229K |
| Kendall Capital Management | 5,121 | $228K |
| Congress Park Capital LLC | 4,990 | $222K |
| PRINCIPAL SECURITIES, INC. | 4,982 | $221K |
| Janney Montgomery Scott LLC | 4,933 | $219K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Invesco Ltd. | 45,135 | $2M |
| U.S. Capital Wealth Advisors, LLC | 39,747 | $2M |
| GOLDMAN SACHS GROUP INC | 21,410 | $952K |
| JANE STREET GROUP, LLC | 10,169 | $452K |
| HRT FINANCIAL LP | 9,251 | $411K |
| Orion Porfolio Solutions, LLC | 6,949 | $309K |
| FLAGSHIP HARBOR ADVISORS, LLC | 5,020 | $223K |
| Kestra Advisory Services, LLC | 4,711 | $209K |
| TopTier Wealth Management, LLC | 2,255 | $100K |
| Modus Advisors, LLC | 2,250 | $100K |
| MAI Capital Management | 1,363 | $61K |
| Sunbelt Securities, Inc. | 894 | $40K |
| Realta Investment Advisors | 780 | $35K |
| Goodman Advisory Group, LLC | 738 | $33K |
| Truvestments Capital LLC | 700 | $31K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 481 | $21K |
| SageView Advisory Group, LLC | 470 | $21K |
| AlphaCore Capital LLC | 300 | $13K |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 250 | $11K |
| Parallel Advisors, LLC | 119 | $5K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ROYAL BANK OF CANADA | -43,806 | -34.9% | 81,592 |
| Clearstead Advisors, LLC | -20,601 | -50.0% | 20,604 |
| Mariner, LLC | -18,811 | -44.4% | 23,546 |
| BANK OF AMERICA CORP /DE | -12,100 | -7.1% | 158,768 |
| Steward Partners Investment Advisor | -10,879 | -78.7% | 2,939 |
| Brookwood Investment Group LLC | -9,135 | -11.7% | 69,241 |
| Qube Research & Technologies Ltd | -8,031 | -65.8% | 4,171 |
| Wealthcare Advisory Partners LLC | -4,989 | -3.2% | 151,556 |
| Cambridge Investment Research Advis | -4,729 | -27.2% | 12,681 |
| Goldstone Financial Group, LLC | -3,126 | -8.0% | 35,944 |
| NewEdge Advisors, LLC | -2,380 | -8.2% | 26,769 |
| Gerber Kawasaki Wealth & Investment | -1,890 | -1.2% | 151,066 |
| Tannin Capital LLC | -1,849 | -7.5% | 22,811 |
| Tradition Wealth Management, LLC | -1,819 | -3.6% | 48,072 |
| HighPoint Advisor Group LLC | -1,749 | -22.4% | 6,057 |
| SHP Wealth Management | -1,504 | -27.3% | 4,004 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -1,411 | -7.7% | 16,819 |
| Proactive Wealth Strategies LLC | -912 | -3.2% | 27,168 |
| WEDBUSH SECURITIES INC | -845 | -4.7% | 17,122 |
| JPMORGAN CHASE & CO | -765 | -8.1% | 8,665 |