QQQM Hedge Fund Ownership (Q2 2026)

Invesco Exch Traded Fd Tr II (QQQM)

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

Smart Money Signals — QQQM

Based on 1362 hedge funds · latest filing: 2026 Q2 · 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

1,362 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 — +46% more funds vs a year ago

fund count last 6Q

+426 new funds entered over the past year (+46% 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 — 71% buying

918 buying382 selling

Last quarter: 918 funds were net buyers (243 opened a brand new position + 675 added to an existing one). Only 382 were sellers (314 trimmed + 68 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+109 vs last Q)

new funds entering per quarter

Funds opening a new QQQM position: 148 → 224 → 134 → 243. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

📌

Mixed — 37% long-term, 31% new

■ 37% conviction (2yr+) ■ 32% medium ■ 31% new

Of the 1,362 current holders: 506 (37%) held >2 years, 434 held 1–2 years, and 422 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.

💰

Value +41% but shares only +14% — price-driven

Value

+41%

+14%

Last quarter: the total dollar value of institutional holdings rose +41%, but actual share count only changed +14%. 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.

➡️

Steady discovery — ~243 new funds/quarter

164 → 148 → 224 → 134 → 243 new funds/Q

New funds entering each quarter: 148 → 224 → 134 → 243. Consistent flow of new institutional buyers without clear acceleration or slowdown.

📊

Mixed cohorts — 37% veterans, 40% new entrants

■ 37% veterans ■ 23% 1-2yr ■ 40% new

Of 1,380 current holders: 515 (37%) held 2+ years, 317 held 1–2 years, 548 (40%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds

41 of 1361 holders are among the 100 largest funds by AUM, controlling 41% 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	1339	1187	12.81%
13F Shares	131M	118M	11.76%
Total Value	$37.50B	$26.86B	39.6%
New Positions	232	134	+98
Increased Positions	669	590	+79
Closed Positions	79	119	-40
Reduced Positions	301	334	-33
Total Calls	9	8	12.5%
Total Puts	9	6	50.0%
PUT/CALL Ratio	1.0	0.75	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

1339

1187

12.81%

13F Shares

131M

118M

11.76%

Total Value

$37.50B

$26.86B

39.6%

New Positions

232

134

+98

Increased Positions

669

590

+79

Closed Positions

119

-40

Reduced Positions

301

334

-33

Total Calls

12.5%

Total Puts

50.0%

PUT/CALL Ratio

1.0

0.75

Neutral

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:

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

Top 25 QQQM holders by conviction (% of portfolio weight) — 2026 Q2 · 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	Affinity Wealth LLC	23.09%	107,680	$22.7M
4	JP Wealth Management, Inc.	22.10%	115,869	$35.1M
5	Financial Security Advisor, Inc.	18.87%	383,004	$116.0M
6	Denver Wealth Management, INC.	18.87%	217,587	$65.9M
7	Whelan Financial	17.58%	213,092	$64.6M
8	Cabana LLC	16.12%	7,058	$2.1M
9	Kirkwood Financial Services	14.62%	168,645	$51.1M
10	Kachkovsky & Fisher, Inc.	13.55%	46,461	$14.1M
11	Latko Wealth Management, Ltd.	13.18%	102,476	$31.0M
12	Lotus Asset Management LLC	13.03%	48,587	$14.7M
13	Integrated Capital Management, LLC	12.87%	117,955	$35.7M
14	Spectrum Wealth Advisory Group, LLC	12.55%	145,412	$44.1M
15	Clark Wealth Partners	12.29%	71,872	$21.8M
16	Helios Capital Management PTE. Ltd	11.84%	40,000	$12.1M
17	Bouchey Financial Group, Ltd.	11.51%	588,006	$178.1M
18	360 Financial, Inc.	11.43%	148,542	$45.0M
19	Future Financial Wealth Managment LLC	11.06%	62,283	$17.7M
20	AAF Wealth Management, LLC	10.95%	97,959	$29.7M
21	ACT Advisors, LLC.	10.90%	108,258	$32.8M
22	Cornerstone Planning Group LLC	10.85%	296,733	$86.2M
23	Adapt Wealth Advisors, LLC	10.79%	108,910	$33.0M
24	EdgeRock Capital LLC	10.63%	154,804	$46.9M
25	Solano Wealth Investment Advisors LLC	10.38%	75,296	$22.8M

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 — 71% buying: Last quarter: 918 funds were net buyers (243 opened a brand new position + 675 added to an existing one). Only 382 were sellers (314 trimmed + 68 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for QQQM holders?

Elite ownership — 41% AUM from top-100 funds: 41 of 1361 holders are among the 100 largest funds by AUM, controlling 41% 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, 31% new: Of the 1,362 current holders: 506 (37%) held >2 years, 434 held 1–2 years, and 422 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.

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	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Invesco Exch Traded Fd Tr II (QQQM)

Smart Money Signals — QQQM

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +46% more funds vs a year ago

More buyers than sellers — 71% buying

More new buyers each quarter (+109 vs last Q)

Mixed — 37% long-term, 31% new

Value +41% but shares only +14% — price-driven

Steady discovery — ~243 new funds/quarter

Mixed cohorts — 37% veterans, 40% new entrants

Elite ownership — 41% AUM from top-100 funds

Institutional Sentiment Summary — QQQM

Hedge Fund Ownership: QQQM

Market Analysis: QQQM

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: QQQM

Hedge Fund Positioning: QQQM

Statistics: QQQM

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

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

Welcome to 13Foresight!