Markets QQQM

See Which Recent 13F Filers Hold QQQM

At Holdings Channel, we have reviewed the latest batch of the 50 most recent 13F filings for the 06/30/2026 reporting period, and noticed that Invesco Nasdaq 100 Etf (Symbol: QQQM) was held by 29 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look.

Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen.

Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let's take a look at the change in QQQM positions, for this latest batch of 13F filers:

FundNew Position?Change In Share CountChange In Market Value ($ in 1000's)
Base Wealth Management LLC Existing +27+$87
TrueMark Investments LLC NEW +62,713+$1,748
Wealth Management Partners LLC NEW +44,763+$5,719
Traynor Capital Management Inc. Existing +134,676+$10,343
Foster Victor Wealth Advisors LLC NEW +12,287+$3,641
Bryant Woods Investment Advisors LLC NEW +939+$284
Maltin Wealth Management Inc. NEW +662,169+$27,827
RCS Financial Planning LLC NEW +3,914+$609
Tempus Wealth Planning LLC Existing +147,498+$14,941
SJS Investment Consulting Inc. Existing +31+$14
Composition Wealth LLC Existing +2,599,181+$132,120
Verum Partners LLC NEW +64,459+$4,876
Englebert Financial Advisers LLC NEW +7,929+$460
Mesirow Financial Investment Management Inc. Existing +11,730+$749
Proffitt & Goodson Inc. NEW +1,132+$67
Affinity Wealth Management LLC Existing +849,911+$47,600
AGH Wealth Advisors LLC Existing +494+$1,322
American National Bank & Trust Existing UNCH+$39
ACT Advisors LLC. Existing +109,913+$32,716
Peddock Capital Advisors LLC NEW +122,453+$2,494
Bellecapital International Ltd. NEW +2,042+$42
Sightline Wealth Advisors LLC Existing +62,437+$2,556
Spartan Planning & Wealth Management NEW +36,084+$3,809
Pines Wealth Management LLC NEW +86,465+$937
Patton Albertson Miller Group LLC NEW +19,339+$830
McNamara Financial Services Inc. NEW +3,548+$268
Clarendon Private LLC Existing -150+$264
Synergy Asset Management LLC NEW +123,309+$7,251
Mirae Asset Global Investments Co. Ltd. Existing +2,403,388+$238,220
Aggregate Change: +7,572,681+$541,833

In terms of shares owned, we count 11 of the above funds having increased existing QQQM positions from 03/31/2026 to 06/30/2026, with 1 having decreased their position and 16 new positions.

Looking beyond these particular funds in this one batch of most recent filers, we tallied up the QQQM share count in the aggregate among all of the funds which held QQQM at the 06/30/2026 reporting period (out of the 1,767 we looked at in total). We then compared that number to the sum total of QQQM shares those same funds held back at the 03/31/2026 period, to see how the aggregate share count held by hedge funds has moved for QQQM. We found that between these two periods, funds reduced their holdings by 1,838,952 shares in the aggregate, from 9,344,280 down to 7,505,328 for a share count decline of approximately -19.68%. The overall top three funds holding QQQM on 06/30/2026 were:

»FundShares of QQQM Held
1.Meitav Investment House Ltd. 3,519,556
2.Sax Wealth Advisors LLC 481,421
3.Gradient Investments LLC 272,631
4-10Find out the full Top 10 Hedge Funds Holding QQQM»

We'll keep following the latest 13F filings by hedge fund managers and bring you interesting stories derived from a look at the aggregate information across groups of managers between filing periods. While looking at individual 13F filings can sometimes be misleading due to the long-only nature of the information, the sum total across groups of funds from one reporting period to another can be a lot more revealing and relevant, providing interesting stock ideas that merit further research, like Invesco Nasdaq 100 Etf (Symbol: QQQM).

10 S&P 500 Components Hedge Funds Are Buying »

Further QQQM Research:

BNK Invest
BNK Invest Inc. provides investment services and information. BNK Invest owns and operates a market news family of websites including DividendChannel, ETFChannel, StockOptionsChannel, and others, which make up an investor community featuring stock message boards, ratings, research, and strategies. BNK Invest caters to investing firms and individual investors internationally.
QQQM Videos QQQM YTD Return Consumer Stocks Hedge Funds Are Buying More articles by this source
Stocks Mentioned

Latest Articles

Data is currently not available