Seros Financial LLC raised its stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 2.8% in the 4th quarter, HoldingsChannel.com reports. The firm owned 27,523 shares of the exchange traded fund’s stock after purchasing an additional 756 shares during the quarter. Invesco QQQ comprises 9.9% of Seros Financial LLC’s portfolio, making the stock its 2nd largest position. Seros Financial LLC’s holdings in Invesco QQQ were worth $16,908,000 as of its most recent filing with the SEC.
Several other institutional investors and hedge funds have also recently bought and sold shares of QQQ. SG Americas Securities LLC increased its position in Invesco QQQ by 120.2% during the fourth quarter. SG Americas Securities LLC now owns 213,722 shares of the exchange traded fund’s stock worth $131,292,000 after purchasing an additional 1,270,102 shares during the last quarter. Analyst IMS Investment Management Services Ltd. increased its position in Invesco QQQ by 68.6% during the fourth quarter. Analyst IMS Investment Management Services Ltd. now owns 1,750,079 shares of the exchange traded fund’s stock worth $1,075,091,000 after purchasing an additional 712,026 shares during the last quarter. Northwestern Mutual Wealth Management Co. increased its position in Invesco QQQ by 11.8% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 3,547,591 shares of the exchange traded fund’s stock worth $2,179,321,000 after purchasing an additional 375,581 shares during the last quarter. NorthRock Partners LLC increased its position in Invesco QQQ by 1,355.6% during the third quarter. NorthRock Partners LLC now owns 304,852 shares of the exchange traded fund’s stock worth $183,024,000 after purchasing an additional 283,909 shares during the last quarter. Finally, BXM Wealth LLC increased its position in Invesco QQQ by 1,744.9% during the fourth quarter. BXM Wealth LLC now owns 219,962 shares of the exchange traded fund’s stock worth $135,125,000 after purchasing an additional 208,039 shares during the last quarter. Institutional investors and hedge funds own 44.58% of the company’s stock.
Invesco QQQ News Roundup
Here are the key news stories impacting Invesco QQQ this week:
- Neutral Sentiment: Analysts highlighted that Nvidia’s upcoming earnings could be a major catalyst for QQQ and the AI trade, with investors watching closely for signs that big-cap tech can keep driving the market. What Nvidia Earnings Mean for VOO and QQQ
- Neutral Sentiment: One market update said the structural uptrend is still intact, but traders are becoming more selective as the AI rally shows signs of broadening fatigue. Retail Returns, Momo Retreats, NVIDIA Looms
- Neutral Sentiment: ETF commentary noted that QQQ remains a strong long-term technology vehicle and has historically beaten broader growth funds, reinforcing its role as a core tech holding. MGK vs. QQQ: Which Tech-Stock ETF Is a Better Buy?
- Negative Sentiment: Multiple articles pointed to weaker ETF and equity prices, with broad-market funds slipping and investors rotating away from risk assets, which can pressure QQQ. Exchange-Traded Funds Decline, US Equities Drop After Midday
- Negative Sentiment: Commentary warned that rising Treasury yields and renewed Fed rate-hike fears could hit high-growth tech valuations, a headwind for QQQ. Fed Rate Hike Fears: Rippling Through ETF Flows
- Negative Sentiment: Several opinion pieces argued that the AI-led rally is showing cracks and that investors should reduce risk into strength, adding to selling pressure in Nasdaq-linked funds like QQQ. Cracks Forming Within The AI Narrative Powering The Market Rally
Invesco QQQ Stock Down 0.6%
Invesco QQQ Cuts Dividend
The firm also recently disclosed a quarterly dividend, which was paid on Friday, March 27th. Stockholders of record on Monday, March 23rd were given a $0.7328 dividend. The ex-dividend date of this dividend was Monday, March 23rd. This represents a $2.93 annualized dividend and a dividend yield of 0.4%.
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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