Pacific Capital Wealth Advisors Inc. Grows Holdings in Invesco QQQ $QQQ

Pacific Capital Wealth Advisors Inc. boosted its holdings in Invesco QQQ (NASDAQ:QQQ) by 6.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 69,790 shares of the exchange traded fund’s stock after purchasing an additional 3,959 shares during the period. Invesco QQQ makes up 7.2% of Pacific Capital Wealth Advisors Inc.’s portfolio, making the stock its 4th largest position. Pacific Capital Wealth Advisors Inc.’s holdings in Invesco QQQ were worth $41,900,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in QQQ. 1832 Asset Management L.P. lifted its stake in shares of Invesco QQQ by 100.0% in the 2nd quarter. 1832 Asset Management L.P. now owns 2,115 shares of the exchange traded fund’s stock valued at $1,167,000 after acquiring an additional 40,999,982 shares during the last quarter. Symphony Financial Ltd. Co. bought a new position in Invesco QQQ during the 2nd quarter worth approximately $1,236,482,000. HRT Financial LP increased its stake in Invesco QQQ by 118.3% in the 2nd quarter. HRT Financial LP now owns 3,145,578 shares of the exchange traded fund’s stock worth $1,735,226,000 after purchasing an additional 1,704,600 shares during the period. JPMorgan Chase & Co. lifted its position in Invesco QQQ by 42.4% in the second quarter. JPMorgan Chase & Co. now owns 4,895,265 shares of the exchange traded fund’s stock valued at $2,700,424,000 after purchasing an additional 1,457,109 shares during the last quarter. Finally, Kensington Asset Management LLC boosted its stake in shares of Invesco QQQ by 2,124.5% during the second quarter. Kensington Asset Management LLC now owns 366,881 shares of the exchange traded fund’s stock valued at $202,386,000 after purchasing an additional 350,388 shares during the period. 44.58% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Invesco QQQ

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

• Positive Sentiment: Short-term catalyst — QQQ rose on 1/16 after strength in semiconductors (notably Taiwan Semiconductor) helped the Nasdaq-100 recover, supporting near-term demand for tech-heavy QQQ. Invesco QQQ Trust ETF (QQQ) Daily Update, 1/16/2026
• Positive Sentiment: Investor sentiment lift — AAII’s survey shows a jump in bullish sentiment, which can support flows into broad risk assets and ETFs like QQQ if optimism persists. AAII Sentiment Survey: Bullish Sentiment Jumps
• Positive Sentiment: Macro backdrop possibly supportive — some forecasts expect growth to surprise to the upside in 2026, which would favor growth/tech exposures that dominate QQQ. Economic Forecast 2026: Growth Will Defy Slowdown Fears
• Neutral Sentiment: Product competition — income/option-overlay Nasdaq products (e.g., QQQI, JEPQ) are attracting yield-focused investors; this could siphon some flows from plain QQQ but also appeal to different investor goals. 3 Elite ETFs for Compound-Focused Investors
• Neutral Sentiment: Rates/yield-curve uncertainty — analysis arguing the yield curve will surprise investors introduces dispersion in outcomes for growth stocks; impact on QQQ depends on how rates move. It’s The Yield Curve: Why 2026 Will Surprise Investors
• Negative Sentiment: Recent weakness — QQQ fell earlier in the week (1/15) amid pressure on large-cap tech, reflecting profit-taking and volatility that can push the ETF lower. Invesco QQQ Trust ETF (QQQ) Daily Update, 1/15/2026
• Negative Sentiment: Correction risk flagged — technical/market-strategy commentary warns a break in broad-market levels (SPY) could trigger a larger correction, which would hit QQQ hard given its concentration in mega-cap growth. This Bull Run Looks Tired: If SPY Breaks Below $685, A Big Correction May Be Next
• Negative Sentiment: Flow rotation — reports of money rotating out of big tech into small caps suggest a structural headwind for QQQ if the rotation accelerates. The Great Rotation: Money Flows Out Of Big Tech And Into Small Caps

Invesco QQQ Stock Performance

Shares of Invesco QQQ stock opened at $621.26 on Monday. Invesco QQQ has a 52-week low of $402.39 and a 52-week high of $637.01. The company’s 50 day moving average price is $616.40 and its 200-day moving average price is $596.07.

Invesco QQQ Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Stockholders of record on Monday, December 22nd were paid a dividend of $0.7941 per share. This represents a $3.18 annualized dividend and a dividend yield of 0.5%. This is a positive change from Invesco QQQ’s previous quarterly dividend of $0.69. The ex-dividend date of this dividend was Monday, December 22nd.

About Invesco QQQ

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.