Sowell Financial Services LLC lessened its position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 1.3% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 116,823 shares of the exchange traded fund’s stock after selling 1,507 shares during the period. Invesco QQQ comprises 2.7% of Sowell Financial Services LLC’s holdings, making the stock its 4th largest position. Sowell Financial Services LLC’s holdings in Invesco QQQ were worth $70,137,000 as of its most recent filing with the Securities and Exchange Commission.
Other hedge funds and other institutional investors also recently made changes to their positions in the company. Morgan Dempsey Capital Management LLC acquired a new stake in shares of Invesco QQQ in the second quarter valued at about $30,000. Navigoe LLC raised its holdings in Invesco QQQ by 300.0% in the 3rd quarter. Navigoe LLC now owns 60 shares of the exchange traded fund’s stock valued at $36,000 after acquiring an additional 45 shares during the period. Marshall & Sullivan Inc. WA bought a new stake in Invesco QQQ in the 2nd quarter valued at $41,000. Moser Wealth Advisors LLC boosted its position in shares of Invesco QQQ by 930.0% in the second quarter. Moser Wealth Advisors LLC now owns 103 shares of the exchange traded fund’s stock valued at $57,000 after acquiring an additional 93 shares during the period. Finally, Canoe Financial LP bought a new stake in shares of Invesco QQQ in the third quarter valued at approximately $64,000. 44.58% of the stock is currently owned by institutional investors and hedge funds.
Invesco QQQ News Roundup
Here are the key news stories impacting Invesco QQQ this week:
- Positive Sentiment: Analysts and managers telling investors to load up on tech ETFs heading into 2026 — a tailwind for QQQ as it concentrates large-cap tech exposure. 3 Tech ETFs To Load Up on Before 2026
- Positive Sentiment: Several bullish pieces argue the tech rotation will resume and that 2026 could be a comeback year for big tech, supporting demand for QQQ’s mega-cap constituents. The Rotation Fear Won’t Last; Betting On Tech’s 2026 Comeback
- Neutral Sentiment: Daily ETF updates summarize recent modest gains/losses in QQQ and market breadth — useful for flow/context but not a single catalyst. QQQ ETF daily update, 12/26/2025
- Neutral Sentiment: TipRanks daily recap notes modest QQQ movement amid broader market strength — more informational than catalytic. QQQ ETF Daily Update, 12/25/2025
- Neutral Sentiment: Small institutional trimming: Dale Q. Rice Investment Management sold ~982 shares of QQQ (a 6.4% reduction of its tiny position) — not a major flow signal for a large ETF. Invesco QQQ $QQQ Shares Sold by Dale Q Rice Investment Management Ltd
- Negative Sentiment: Multiple Seeking Alpha pieces warn of P/E compression and broader repricing risks for the S&P 500/tech in 2026 — a direct headwind for QQQ’s growth?heavy index if valuation multiples contract. 2026 S&P 500 Outlook: A Multiple Compression, In Spite Of Earnings Growth
- Negative Sentiment: Calls for a broad rotation to value and warnings that volatility?selling (which boosted markets) may be ending could reduce the momentum premium that benefited QQQ this year. Forget Big Tech – I Think We’re Looking At A Big Rotation To Value Volatility Selling Is Driving The Market Higher And May Be About To End
- Negative Sentiment: Other macro/structural pieces highlight valuation risk and reasons to hedge into 2026 — suggesting caution for concentrated tech exposure like QQQ. SPY: Structural Risk To Valuation Requires Caution Or Hedges For 2026
Invesco QQQ Trading Down 0.0%
Invesco QQQ Increases Dividend
The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, December 31st. Investors of record on Monday, December 22nd will be issued a $0.7941 dividend. This is a boost from Invesco QQQ’s previous quarterly dividend of $0.69. The ex-dividend date is Monday, December 22nd. This represents a $3.18 dividend on an annualized basis and a yield of 0.5%.
Invesco QQQ Company Profile
PowerShares QQQ Trust, Series 1 is a unit investment trust that issues securities called Nasdaq-100 Index Tracking Stock. The Trust’s investment objective is to provide investment results that generally correspond to the price and yield performance of the Nasdaq-100 Index. The Trust provides investors with the opportunity to purchase units of beneficial interest in the Trust representing proportionate undivided interests in the portfolio of securities held by the Trust, which consists of substantially all of the securities, in substantially the same weighting, as the component securities of the Nasdaq-100 Index.
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