Who Owns Invesco NASDAQ Next Gen 100 ETF (QQQJ)?Hedge Fund & Institutional Holders

$36.26-0.02 (-0.06%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

QoQ Change in Holders

+10 / -2

Price History

$25.48$28.96$32.45$35.94$39.42Aug 24Jun 25Mar 26

QQQJ — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
RETIREMENT FINANCIAL SOLUTIONS, LLCNew Position+444K+$16.4B
JONES FINANCIAL COMPANIES LLLPNew Position+364K+$13.0B
OSAIC HOLDINGS, INC.Increased+272K+$9.8B
Erickson Financial Group, LLCNew Position+209K+$7.7B
BANK OF AMERICA CORP /DE/Increased+2K+$5.0B
WELLS FARGO & COMPANY/MNIncreased+147K+$4.7B
Purus Wealth Management, LLCNew Position+123K+$4.5B
Wealthfront Advisers LLCNew Position+76K+$2.8B
UBS Group AGIncreased+57K+$2.2B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+78K+$2.0B
GERBER, LLCNew Position+45K+$1.7B
Goldstone Financial Group, LLCNew Position+41K+$1.5B
ELLERSON GROUP INC /ADVNew Position+27K+$1.0B
SPIREPOINT PRIVATE CLIENT, LLCNew Position+26K+$951.0M
RAYMOND JAMES FINANCIAL INCIncreased+22K+$932.1M

QQQJ — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Gerber Kawasaki Wealth & Investment ManagementDecreased-1K-$6.1B
Brookstone Capital ManagementDecreased-384-$1.2B
ROYAL BANK OF CANADADecreased-2K-$839.0M
Focus Partners WealthDecreased-2K-$814.3M
Apexium Financial, LPClosed Position-22K-$794.2M
Essex Financial Services, Inc.Decreased-732-$783.5M
Cresset Asset Management, LLCDecreased-3K-$576.8M
IHT Wealth Management, LLCDecreased-9K-$547.8M
&PARTNERSDecreased-95-$479.9M
MML INVESTORS SERVICES, LLCDecreased-2K-$475.3M
MERCER GLOBAL ADVISORS INC /ADVDecreased-3K-$357.4M
CIBC Bancorp USA Inc.Closed Position-9K-$323.3M
Equitable Holdings, Inc.Decreased-377-$235.2M
BANK OF MONTREAL /CAN/Decreased-1K-$152.5M
Invesco Ltd.Decreased-4K-$104.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1RAYMOND JAMES FINANCIAL INC1,147,379$42.0B0.01%Share
2OSAIC HOLDINGS, INC.630,058$23.0B0.03%Share
3RETIREMENT FINANCIAL SOLUTIONS, LLC443,924$16.4B4.79%Share
4JONES FINANCIAL COMPANIES LLLP364,381$13.0B0.01%Share
5Erickson Financial Group, LLC208,881$7.7B4.73%Share
6WELLS FARGO & COMPANY/MN176,394$6.0B0.00%Share
7Wealthcare Advisory Partners LLC154,383$5.7B0.11%Share
8AMERIPRISE FINANCIAL INC138,418$5.0B0.00%Share
9Purus Wealth Management, LLC123,414$4.5B1.42%Share
10WELLS FARGO & COMPANY/MN118,125$4.0B0.00%Share
11UBS Group AG103,753$3.8B0.00%Share
12BANK OF AMERICA CORP /DE/103,907$3.0B0.00%Share
13Wealthfront Advisers LLC75,673$2.8B0.01%Share
14NOVEM GROUP62,950$2.3B0.27%Share
15COMMONWEALTH EQUITY SERVICES, LLC77,523$2.0B0.00%Share
16ROYAL BANK OF CANADA68,052$2.0B0.00%Share
17Essex Financial Services, Inc.77,040$2.0B0.11%Share
18Tradition Wealth Management, LLC51,182$1.9B0.14%Share
19GERBER, LLC45,356$1.7B0.93%Share
20Invesco Ltd.45,332$1.7B0.00%Share
21Texas Yale Capital Corp.45,340$1.7B0.05%Share
22Goldstone Financial Group, LLC40,955$1.5B0.17%Share
23ELLERSON GROUP INC /ADV27,421$1.0B0.68%Share
24SUSQUEHANNA INTERNATIONAL GROUP, LLP28,300$1.0B0.00%Call
25SUSQUEHANNA INTERNATIONAL GROUP, LLP33,895$1.0B0.00%Share
26Equitable Holdings, Inc.34,135$1.0B0.01%Share
27BANK OF AMERICA CORP /DE/34,742$1.0B0.00%Share
28BANK OF AMERICA CORP /DE/38,760$1.0B0.00%Share
29OSAIC HOLDINGS, INC.39,094$1.0B0.00%Share
30SPIREPOINT PRIVATE CLIENT, LLC25,814$951.0M0.09%Share
31WealthCare Investment Partners, LLC23,594$885.0M0.26%Share
32Clarius Group, LLC20,601$759.0M0.04%Share
33GUIDANCE CAPITAL, INC16,964$668.0M0.16%Share
34LRI Investments, LLC562,679$562.0M0.05%Share
35Mystic Asset Management, Inc.13,765$507.0M0.11%Share
36OPPENHEIMER & CO INC9,998$368.0M0.01%Share
37Pointe Capital Management LLC9,864$363.0M0.18%Share
38Capital Investment Advisory Services, LLC9,427$347.0M0.02%Share
39GILL CAPITAL PARTNERS, LLC7,643$281.0M0.09%Share
40Stratos Wealth Partners, LTD.7,628$281.0M0.00%Share
41Retirement Planning Co of New England, Inc.7,477$275.0M0.11%Share
42Pinnacle Financial Group, LLC / IL5,796$213.0M0.06%Share
43Triton Wealth Management, PLLC5,368$204.0M0.08%Share
44FLAGSHIP HARBOR ADVISORS, LLC5,020$184.0M0.01%Share
45JFS WEALTH ADVISORS, LLC3,787$139.0M0.01%Share
46Topsail Wealth Management, LLC3,455$127.0M0.02%Share
47Rossby Financial, LCC3,115$114.0M0.04%Share
48UBS Group AG2,500$92.0M0.00%Share
49Modus Advisors, LLC2,250$82.0M0.02%Share
50Investment Research & Advisory Group, Inc.1,331$49.0M0.02%Share

QQQJ Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025164$167.6B+66
Q3 202598$123.6B-42
Q2 2025140$138.4B-6
Q1 2025146$143.8B+10
Q4 2024136$2.0T+35
Q3 2024101$42.7T-9
Q2 2024110$9.1T+6
Q1 2024104$883.9T

Similar Stocks by Institutional Ownership

As of Q4 2025, 50 institutional investors hold QQQJ (Invesco NASDAQ Next Gen 100 ETF). The largest holder is RAYMOND JAMES FINANCIAL INC with $42.0B in shares. This quarter, 10 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own QQQJ?

As of Q4 2025, 50 institutional investors report holding QQQJ (Invesco NASDAQ Next Gen 100 ETF) in their 13F filings.

Who is the largest institutional holder of QQQJ?

The largest institutional holder of QQQJ is RAYMOND JAMES FINANCIAL INC with $42.0B in shares.

Is institutional ownership of QQQJ increasing or decreasing?

This quarter, 10 institutions opened new positions in QQQJ and 2 closed their positions.