INVESCO NASDAQ NEXT GEN 100 (QQQJ) Institutional Ownership Changes & 13F Activity
INVESCO NASDAQ NEXT GEN 100 (QQQJ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Jones Financial Companies Lllp, Osaic Holdings, Inc., Beacon Pointe Advisors, Llc, and Wells Fargo & Company/Mn.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Anchor Investment Management, Llc | Buy | +150 | — | 150 | $6.82K | Q2 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +4,568 | — | 4,568 | $207.56K | Q2 2026 | Sep 09, 2026 |
| Kingsview Wealth Management, Llc | Buy | +25,415 | +292.3% | 34,109 | $1.55M | Q2 2026 | Aug 19, 2026 |
| Mercer Global Advisors Inc | Buy | +4 | +0.1% | 7,002 | $318.15K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +84,135 | +203.6% | 125,458 | $5.70M | Q2 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Buy | +1,229 | +3.6% | 35,620 | $1.62M | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Sell | -49 | -0.7% | 7,039 | $320.00K | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -42 | -0.2% | 20,450 | $929.05K | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +181,452 | — | 181,452 | $8.24M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +174,000 | +33.3% | 697,047 | $31.00M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +156,052 | +29.5% | 684,611 | $31.11M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +60,674 | +17.5% | 407,740 | $18.53M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -43,806 | -34.9% | 81,592 | $3.71M | Q2 2026 | Aug 14, 2026 |
| Natixis Advisors, Llc | Buy | +28,477 | +61.4% | 74,887 | $3.40M | Q2 2026 | Aug 14, 2026 |
| Coppell Advisory Solutions Llc | Buy | +16,229 | — | 16,229 | $731.06K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +14,767 | +1.2% | 1,203,689 | $54.70M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -12,100 | -7.1% | 158,768 | $7.21M | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Buy | +12,051 | — | 12,051 | $548.00K | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | Sell | -8,031 | -65.8% | 4,171 | $189.53K | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Buy | +5,475 | — | 5,475 | $248.78K | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Buy | +5,409 | — | 5,409 | $245.77K | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, Llc | Buy | +1,469 | +9.1% | 17,578 | $798.76K | Q2 2026 | Aug 14, 2026 |
| Granite Bay Wealth Management, Llc | Buy | +878 | +2.1% | 43,682 | $1.99M | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | Sell | -650 | -7.6% | 7,912 | $310.26K | Q2 2026 | Aug 14, 2026 |
| Pointe Capital Management Llc | Sell | -480 | -4.9% | 9,384 | $426.41K | Q2 2026 | Aug 14, 2026 |
| Marshall Investment Management, Llc | Buy | +250 | +33.3% | 1,001 | $45.50K | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Sell | -125 | -2.2% | 5,604 | $254.63K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +113 | — | 113 | $5.10K | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, Llc | Sell | -96 | -0.7% | 13,536 | $615.08K | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +14 | +0.1% | 11,669 | $530.23K | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about QQQJ activity
Which institutional owners are buying QQQJ?
Institutional owners buying QQQJ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in QQQJ activity?
"Buy" means an investor increased their reported position in QQQJ compared to the prior reporting period. This reflects growing exposure to INVESCO NASDAQ NEXT GEN 100 (QQQJ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in QQQJ increasing?
Institutional interest in QQQJ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.