QQQJ Hedge Fund Ownership (Q2 2026)

Invesco Exch Traded Fd Tr II (QQQJ)

193 + Investors. Track Smart Money conviction in QQQJ. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — QQQJ

Based on 196 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added QQQJ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

196 hedge funds hold QQQJ right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +30% more funds vs a year ago

fund count last 6Q

+45 new funds entered over the past year (+30% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 62% buying

101 buying63 selling

Last quarter: 101 funds were net buyers (41 opened a brand new position + 60 added to an existing one). Only 63 were sellers (49 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+15 vs last Q)

new funds entering per quarter

Funds opening a new QQQJ position: 14 → 29 → 26 → 41. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 19% medium ■ 29% new

103 out of 196 hedge funds have held QQQJ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💰

Value +42% but shares only +13% — price-driven

Value

+41%

+12%

Last quarter: the total dollar value of institutional holdings rose +42%, but actual share count only changed +13%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

🚀

Acceleration phase — new buyers rushing in

19 → 14 → 29 → 26 → 41 new funds/Q

New funds entering each quarter: 14 → 29 → 26 → 41. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Veteran-anchored — 60% veterans vs 27% newcomers

■ 60% veterans ■ 12% 1-2yr ■ 27% new

Entry-cohort mix of 197 holders: 119 (60%) are 2+ year veterans, 24 entered 1–2 years ago, and 54 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds

19 of 194 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.1

out of 10

Moderate Exit Risk

Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	193	169	14.2%
13F Shares	10M	9M	12.79%
Total Value	$408M	$288M	41.58%
New Positions	40	26	+14
Increased Positions	60	63	-3
Closed Positions	14	23	-9
Reduced Positions	48	39	+9
Total Calls	2	2	-
Total Puts	1	0	100%
PUT/CALL Ratio	0.5	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

193

169

14.2%

13F Shares

10M

12.79%

Total Value

$408M

$288M

41.58%

New Positions

+14

Increased Positions

-3

Closed Positions

-9

Reduced Positions

Total Calls

Total Puts

100%

PUT/CALL Ratio

0.5

0.0

Bullish

Institutional Holders (2026 Q2)

193 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in QQQJ. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 QQQJ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Erickson Financial Group, LLC	5.69%	233,584	$10.6M
2	Retirement Financial Solutions, LLC	5.29%	473,142	$21.5M
3	Systelligence, LLC	4.57%	601,821	$27.3M
4	Purus Wealth Management, LLC	1.76%	140,462	$6.4M
5	Greenline Wealth Management LLC	1.04%	27,882	$1.3M
6	Gerber, LLC	0.97%	45,200	$2.1M
7	Cannon Capital Management, Inc.	0.82%	21,367	$971K
8	Ellerson Group Inc /Adv	0.72%	26,911	$1.2M
9	Tannin Capital LLC	0.68%	22,811	$1.0M
10	Guidance Capital, Inc	0.63%	67,017	$3.0M
11	Brookwood Investment Group LLC	0.35%	69,241	$3.1M
12	Fullerton Advisors, LLC	0.31%	7,357	$334K
13	Novem Group	0.29%	63,650	$2.9M
14	Fortune Financial Group, Inc.	0.28%	7,929	$360K
15	WealthCare Investment Partners, LLC	0.27%	24,304	$1.1M
16	Rasp Wealth Solutions, LLC	0.27%	17,568	$798K
17	City Center Advisors, LLC	0.20%	5,563	$253K
18	Proactive Wealth Strategies LLC	0.20%	27,168	$1.2M
19	Pointe Capital Management LLC	0.19%	9,384	$426K
20	Gerber Kawasaki Wealth & Investment Management	0.18%	151,066	$6.9M
21	Finward Bancorp	0.18%	5,180	$235K
22	Essex Financial Services, Inc.	0.17%	76,367	$3.5M
23	Global View Capital Management LLC	0.17%	17,816	$810K
24	Goldstone Financial Group, LLC	0.15%	35,944	$1.6M
25	Runnymede Capital Advisors, Inc.	0.15%	5,474	$249K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Invesco Exch Traded Fd Tr II (QQQJ)

What does the Smart Money Trend signal show for QQQJ?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added QQQJ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for QQQJ?

More buyers than sellers — 62% buying: Last quarter: 101 funds were net buyers (41 opened a brand new position + 60 added to an existing one). Only 63 were sellers (49 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for QQQJ holders?

Strong quality — 36% AUM from major funds: 19 of 194 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held QQQJ?

53% of holders stayed for 2+ years: 103 out of 196 hedge funds have held QQQJ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Invesco Exch Traded Fd Tr II (QQQJ)

Smart Money Signals — QQQJ

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +30% more funds vs a year ago

More buyers than sellers — 62% buying

More new buyers each quarter (+15 vs last Q)

53% of holders stayed for 2+ years

Value +42% but shares only +13% — price-driven

Acceleration phase — new buyers rushing in

Veteran-anchored — 60% veterans vs 27% newcomers

Strong quality — 36% AUM from major funds

Institutional Sentiment Summary — QQQJ

Hedge Fund Ownership: QQQJ

Market Analysis: QQQJ

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: QQQJ

Hedge Fund Positioning: QQQJ

Statistics: QQQJ

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Invesco Exch Traded Fd Tr II (QQQJ)

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