Invesco QQQ $QQQ is KPP Advisory Services LLC’s 2nd Largest Position

KPP Advisory Services LLC lessened its holdings in shares of Invesco QQQ (NASDAQ:QQQFree Report) by 2.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 40,581 shares of the exchange traded fund’s stock after selling 814 shares during the period. Invesco QQQ makes up about 3.6% of KPP Advisory Services LLC’s portfolio, making the stock its 2nd biggest holding. KPP Advisory Services LLC’s holdings in Invesco QQQ were worth $24,929,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the business. Brighton Jones LLC raised its stake in Invesco QQQ by 15.0% in the 4th quarter. Brighton Jones LLC now owns 38,348 shares of the exchange traded fund’s stock worth $19,605,000 after acquiring an additional 4,989 shares during the last quarter. Revolve Wealth Partners LLC raised its stake in Invesco QQQ by 3.5% in the 4th quarter. Revolve Wealth Partners LLC now owns 5,257 shares of the exchange traded fund’s stock worth $2,687,000 after acquiring an additional 176 shares during the last quarter. Jupiter Wealth Management LLC purchased a new position in Invesco QQQ in the 2nd quarter worth $290,000. Wealth Group Ltd. raised its stake in Invesco QQQ by 283.7% in the 2nd quarter. Wealth Group Ltd. now owns 24,629 shares of the exchange traded fund’s stock worth $13,587,000 after acquiring an additional 18,210 shares during the last quarter. Finally, Invesco Ltd. raised its stake in Invesco QQQ by 1,057.3% in the 2nd quarter. Invesco Ltd. now owns 33,063 shares of the exchange traded fund’s stock worth $18,239,000 after acquiring an additional 30,206 shares during the last quarter. Hedge funds and other institutional investors own 44.58% of the company’s stock.

Invesco QQQ Stock Performance

Shares of QQQ stock opened at $673.97 on Monday. The business has a fifty day moving average of $610.87 and a 200 day moving average of $614.18. Invesco QQQ has a 1 year low of $476.78 and a 1 year high of $675.97.

Invesco QQQ Cuts Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, March 27th. Investors of record on Monday, March 23rd were paid a $0.7328 dividend. The ex-dividend date was Monday, March 23rd. This represents a $2.93 dividend on an annualized basis and a yield of 0.4%.

Invesco QQQ News Summary

Here are the key news stories impacting Invesco QQQ this week:

  • Positive Sentiment: Large net inflows into tech ETFs are lifting Nasdaq-linked funds like QQQ as investors pile into AI and growth exposure. Tech ETFs Dominate
  • Positive Sentiment: Broad-market ETFs and US equities are advancing intraday, providing upward momentum to major ETFs including QQQ. Exchange-Traded Funds Advance
  • Positive Sentiment: Ongoing strong tech earnings (recent blowouts) have relieved bearish pressure and are supporting growth names concentrated in QQQ. Bears Run Scared After Earnings
  • Positive Sentiment: Q1 GDP strength was partly driven by AI investment, a structural tailwind for the large-cap tech companies that dominate QQQ. GDP Boosted By AI Investments
  • Neutral Sentiment: Technical/market-timing indicators and monthly seasonality forecasts point to mixed near-term signals — could add volatility even as direction trends favor tech. Chart Indicator Signals A Sell
  • Negative Sentiment: Rising inflation readings have increased the odds of Fed tightening, which typically pressures high-growth, long-duration names concentrated in QQQ. Inflation Nears The ‘Red Zone’
  • Negative Sentiment: High-profile shorting activity in the semiconductor space (Michael Burry) and a pulled-back chip rally could weigh on QQQ components tied to semiconductors. Michael Burry Shorting Chips
  • Negative Sentiment: Analysts flag potential weakening in 2027 AI capex plans, which could temper forward growth expectations for AI-exposed large caps in QQQ. 2027 AI Capex Concerns

Invesco QQQ Company Profile

(Free Report)

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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Institutional Ownership by Quarter for Invesco QQQ (NASDAQ:QQQ)

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