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
↑ +15
Streak
11Q ▲
Buyers last Q
61%

Smart Money Signals — QQQM

Based on 1187 hedge funds · latest filing: 2026 Q1 · 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
1,187 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
+338 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 — 61% buying

725 buying459 selling
Last quarter: 725 funds were net buyers (134 opened a brand new position + 591 added to an existing one). Only 459 were sellers (340 trimmed + 119 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-89 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 164 → 148 → 223 → 134. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 37% long-term, 28% new

■ 37% conviction (2yr+) ■ 35% medium ■ 28% new
Of the 1,187 current holders: 436 (37%) held >2 years, 413 held 1–2 years, and 338 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

115 → 164 → 148 → 223 → 134 new funds/Q
New funds entering each quarter: 164 → 148 → 223 → 134. 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, 39% new entrants

■ 37% veterans ■ 24% 1-2yr ■ 39% new
Of 1,199 current holders: 443 (37%) held 2+ years, 290 held 1–2 years, 466 (39%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
34 of 1184 holders are among the 100 largest funds by AUM, controlling 49% 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 2026 Q1, 725 hedge funds were net buyers of QQQM (134 opened a new position, 591 added to an existing one), while 459 reduced or exited (340 trimmed, 119 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 49% of total institutional value in QQQM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 1187.

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.

Is It Too Late to Buy Invesco Exch Traded Fd Tr II (QQQM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much QQQM has moved relative to its sector benchmark (SPY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 45d ago
QQQM
-0.5%
SPY
+3.4%

QQQM outperformed SPY by -3.9% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 0d ago
QQQM
+0.0%
SPY
+0.0%

Since the filing became public, QQQM outperformed SPY by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

32 top-rated funds 100 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
5.1
/ 10
conviction
Hedge Fund Positioning: QQQM
2026 Q2 Stats Unlock in 5 days 1K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1173 1171 0.17%
13F Shares 117M 118M -0.2%
Total Value $26.81B $27.78B -3.48%
New Positions 128 223 -95
Increased Positions 586 554 +32
Closed Positions 126 64 +62
Reduced Positions 331 277 +54
Total Calls 8 4 100.0%
Total Puts 6 4 50.0%
PUT/CALL Ratio 0.75 1.0 Neutral

Statistics: QQQM

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

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.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 QQQM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rolek Wealth Management LLC 40.93% 241,261 $73.1M
2 Paragon Advisors, LLC 28.91% 454,343 $137.7M
3 JP Wealth Management, Inc. 22.10% 115,869 $35.1M
4 Financial Security Advisor, Inc. 18.87% 383,004 $116.0M
5 Denver Wealth Management, INC. 18.87% 217,587 $65.9M
6 Whelan Financial 17.58% 213,092 $64.6M
7 Cabana LLC 16.12% 7,058 $2.1M
8 Latko Wealth Management, Ltd. 13.18% 102,476 $31.0M
9 Integrated Capital Management, LLC 12.87% 117,955 $35.7M
10 Spectrum Wealth Advisory Group, LLC 12.55% 145,412 $44.1M
11 Clark Wealth Partners 12.29% 71,872 $21.8M
12 Helios Capital Management PTE. Ltd 11.84% 40,000 $12.1M
13 Bouchey Financial Group, Ltd. 11.51% 588,006 $178.1M
14 360 Financial, Inc. 11.43% 148,542 $45.0M
15 Future Financial Wealth Managment LLC 11.06% 62,283 $17.7M
16 AAF Wealth Management, LLC 10.95% 97,959 $29.7M
17 ACT Advisors, LLC. 10.90% 108,258 $32.8M
18 Cornerstone Planning Group LLC 10.85% 296,733 $86.2M
19 Adapt Wealth Advisors, LLC 10.79% 108,910 $33.0M
20 EdgeRock Capital LLC 10.63% 154,804 $46.9M
21 Solano Wealth Investment Advisors LLC 10.38% 75,296 $22.8M
22 Consilio Wealth Advisors, LLC 10.09% 138,941 $42.1M
23 Highland Financial Advisors, LLC 9.95% 149,327 $45.2M
24 Bauman Advisory Group, LLC 9.73% 60,629 $18.4M
25 Verde Capital Management 9.44% 168,538 $51.1M
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 — 61% buying: Last quarter: 725 funds were net buyers (134 opened a brand new position + 591 added to an existing one). Only 459 were sellers (340 trimmed + 119 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for QQQM holders?

Elite ownership — 49% AUM from top-100 funds: 34 of 1184 holders are among the 100 largest funds by AUM, controlling 49% 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 — 37% long-term, 28% new: Of the 1,187 current holders: 436 (37%) held >2 years, 413 held 1–2 years, and 338 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.

Is it too late to buy Invesco Exch Traded Fd Tr II (QQQM) following the 2026 Q2 hedge fund 13F filings?

As of today, QQQM has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), QQQM has gained -0.5% vs +3.4% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Full history →