Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCH TRADED FD TR II (QQQM)

1K + Investors. Track Smart Money conviction in QQQM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +147
Streak
11Q ▲
Buyers last Q
69%

Smart Money Signals — QQQM

Based on 1091 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added QQQM 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
1,091 hedge funds hold QQQM 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 — +40% more funds vs a year ago

fund count last 6Q
+309 new funds entered over the past year (+40% 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 — 69% buying

730 buying322 selling
Last quarter: 730 funds were net buyers (206 opened a brand new position + 524 added to an existing one). Only 322 were sellers (263 trimmed + 59 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+72 vs last Q)

new funds entering per quarter
Funds opening a new QQQM position: 102 → 148 → 134 → 206. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 36% long-term, 30% new

■ 36% conviction (2yr+) ■ 34% medium ■ 30% new
Of the 1,091 current holders: 389 (36%) held >2 years, 376 held 1–2 years, and 326 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

145 → 102 → 148 → 134 → 206 new funds/Q
New funds entering each quarter: 102 → 148 → 134 → 206. A growing number of institutions are discovering QQQM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 37% veterans, 41% new entrants

■ 37% veterans ■ 22% 1-2yr ■ 41% new
Of 1,096 current holders: 401 (37%) held 2+ years, 244 held 1–2 years, 451 (41%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
26 of 1091 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in QQQM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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.

Institutional Sentiment Summary — QQQM

In 2025 Q4, 730 hedge funds were net buyers of QQQM (206 opened a new position, 524 added to an existing one), while 322 reduced or exited (263 trimmed, 59 sold completely) — a 69% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 45% of total institutional value in QQQM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +147 funds (more new holders than closures). Total institutional holders: 1091.

Hedge Fund Ownership: QQQM

How many hedge funds hold QQQM — quarterly history vs. share price
Quarterly hedge fund ownership of QQQM vs. share price

Market Analysis: QQQM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: QQQM

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

62 top-rated funds 86 high-conviction
Consensus
7.8
/ 10
breadth
×
Elite
5.7
/ 10
conviction
Hedge Fund Positioning: QQQM
2026 Q1 Stats Unlock in 8 days 1K + Investors

Track Smart Money conviction in QQQM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1096 957 14.52%
13F Shares 113M 110M 2.32%
Total Value $27.39B $26.32B 4.07%
New Positions 206 136 +70
Increased Positions 529 492 +37
Closed Positions 63 69 -6
Reduced Positions 270 234 +36
Total Calls 4 8 -50.0%
Total Puts 4 7 -42.86%
PUT/CALL Ratio 1.0 0.88 Neutral

Statistics: QQQM

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Financial Highlights

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Institutional Holders (2026 Q1)

1K + investors

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

Top 25 institutional holders of QQQM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rolek Wealth Management LLC 36.69% 215,245 $51.1M
2 JP Wealth Management, Inc. 18.94% 117,543 $27.9M
3 Paragon Advisors, LLC 18.44% 287,831 $68.4M
4 DENVER WEALTH MANAGEMENT, INC. 17.75% 217,138 $51.6M
5 Financial Security Advisor, Inc. 16.47% 377,396 $89.7M
6 Whelan Financial 15.72% 213,128 $50.6M
7 CABANA LLC 15.52% 8,322 $2.0M
8 Latko Wealth Management, Ltd. 12.45% 107,469 $25.5M
9 Integrated Capital Management, LLC 11.82% 117,919 $28.0M
10 Ascent Advisors, LLC 11.59% 26,567 $6.3M
11 Clark Wealth Partners 11.41% 71,510 $17.0M
12 Bouchey Financial Group Ltd 11.31% 613,454 $154.1M
13 Future Financial Wealth Managment LLC 10.93% 64,600 $17.0M
14 Cornerstone Planning Group LLC 10.87% 290,204 $81.4M
15 AAF Wealth Management, LLC 10.39% 106,626 $25.3M
16 360 Financial, Inc. 10.28% 143,582 $34.1M
17 HELIOS CAPITAL MANAGEMENT PTE. LTD 10.00% 40,000 $9.5M
18 Highland Financial Advisors, LLC 9.91% 157,863 $37.5M
19 EdgeRock Capital LLC 9.80% 152,199 $36.2M
20 Bucket List Wealth Management, LLC 9.67% 64,022 $16.2M
21 ADAPT WEALTH ADVISORS, LLC 9.59% 111,412 $26.5M
22 Bauman Advisory Group, LLC 9.27% 55,663 $13.2M
23 Cooper Capital Advisors LLC 9.07% 54,538 $13.0M
24 Spectrum Wealth Advisory Group, LLC 9.04% 102,308 $24.3M
25 Marmo Financial Group, LLC 8.95% 76,059 $18.1M
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 (QQQM)

What does the Smart Money Trend signal show for QQQM?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added QQQM 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 QQQM?

More buyers than sellers — 69% buying: Last quarter: 730 funds were net buyers (206 opened a brand new position + 524 added to an existing one). Only 322 were sellers (263 trimmed + 59 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for QQQM holders?

Elite ownership — 45% AUM from top-100 funds: 26 of 1091 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in QQQM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held QQQM?

Mixed — 36% long-term, 30% new: Of the 1,091 current holders: 389 (36%) held >2 years, 376 held 1–2 years, and 326 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.