Monitor Q4 2026 13F filings to see if these positions were maintained or reversed — the 45-day lag means the cluster may already be stale. No insider buying corroboration was present to strengthen conviction.
Executive Summary
Five institutional asset managers accumulated $27.5M in new QQQM positions during Q3 2026, with two funds more than doubling their stakes. The buying is concentrated among active asset managers, suggesting a shared thesis around the Nasdaq-100 exposure this ETF provides, though the 45-day reporting lag means positions may have already been adjusted.
Key Financial Metrics
Institutional Positions
Net institutional flow: $27.5M
▲ Buyers (5)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Concurrent Investment Advisors | ADD | +40.3% | $57.0M | $16.6M |
| Davenport & Co | DOUBLED | +395% | $7.1M | $5.7M |
| Td Waterhouse Canada | DOUBLED | +211.4% | $5.1M | $3.5M |
| Vontobel Holding | ADD | +26.3% | $6.7M | $1.4M |
| Assetmark | ADD | +65.6% | $862.0K | $344.0K |
Key Facts
- 5 institutions were net buyers, 0 net sellers in Q3 2026
- Total institutional buying value: $27.5M across 5 funds
- Davenport & Co. more than quadrupled its position (+395%, $1.4M → $7.1M)
- Td Waterhouse Canada more than doubled (+211%, $1.6M → $5.1M)
- Concurrent Investment Advisors added $16.6M (+40.3%), the largest dollar increase
- All buyers are active asset managers, not passive/index funds — stronger signal
Financial Impact
5 institutions accumulated $27.5M in new QQQM positions during Q3 2026, with zero institutional selling. The largest single addition was $16.6M by Concurrent Investment Advisors.
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- No insider buying to corroborate the institutional signal
- QQQM is a large-cap ETF; $27.5M is modest relative to its multi-billion dollar AUM
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-QQQM-2026-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 6d ago | Institutional Cluster | $290.13 $290.06 | ▼ −0.02% | ▲ +0.50% | No price |
Jul 25, 2026 13w ago | Institutional Cluster | $280.86 $278.14 | ▼ −0.97% | ▼ −1.21% | No price |
Jul 22, 2026 13w ago | Institutional Cluster | $284.98 $281.68 | ▼ −1.16% | ▼ −1.26% | No price |
Jun 11, 2026 19w ago | Institutional Cluster | $295.02 $297.01 | ▲ +0.67% | ▲ +0.13% | No price |
US Market Status
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