O Shaughnessy Asset Management LLC boosted its stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 8.9% during the fourth quarter, HoldingsChannel.com reports. The firm owned 33,561 shares of the exchange traded fund’s stock after acquiring an additional 2,752 shares during the period. O Shaughnessy Asset Management LLC’s holdings in Invesco QQQ were worth $20,617,000 at the end of the most recent quarter.
Other hedge funds also recently made changes to their positions in the company. Goodman Advisory Group LLC purchased a new position in shares of Invesco QQQ in the 3rd quarter worth $25,000. Shcp LLC purchased a new stake in Invesco QQQ during the third quarter valued at about $27,000. Annis Gardner Whiting Capital Advisors LLC increased its stake in Invesco QQQ by 2,150.0% during the fourth quarter. Annis Gardner Whiting Capital Advisors LLC now owns 45 shares of the exchange traded fund’s stock worth $28,000 after acquiring an additional 43 shares during the last quarter. Rachor Investment Advisory Services LLC acquired a new stake in Invesco QQQ during the fourth quarter worth about $29,000. Finally, Measured Wealth Private Client Group LLC purchased a new position in shares of Invesco QQQ in the 3rd quarter worth about $40,000. 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:
- Positive Sentiment: QQQ is benefiting from a broad rebound in tech and chip stocks after last week’s pullback, with the Nasdaq 100 regaining momentum as buyers step back into AI-related names. Invesco QQQ Trust ETF (QQQ) Rebounds from Last Week’s Slump; What’s Fueling the Rise?
- Positive Sentiment: Articles arguing that big tech is becoming the market’s “safe haven” and that the Nasdaq may be entering a summer melt-up reinforce the bullish case for QQQ. How Big Tech Became The Market’s New Safe Haven
- Neutral Sentiment: Market commentary suggests the broader equity market is rebounding after Friday’s rout, which supports QQQ, but the move is still being driven mainly by a handful of mega-cap tech names. Markets Rebounding After Friday’s Rout
- Neutral Sentiment: Strong employment data is supportive for growth expectations, but it may also keep Federal Reserve policy tighter for longer, creating a mixed backdrop for high-valuation tech stocks. May 2026 Employment Report – Strong, Strong Jobs
- Negative Sentiment: Rising oil prices and renewed Middle East tensions could pressure risk assets and weigh on the AI/tech trade if inflation worries or risk-off sentiment intensify. The Nasdaq is Rebounding on Monday. But Rising Oil Prices Still Threaten the AI Trade.
- Negative Sentiment: Some analysts are warning that the AI rally may be too crowded or dependent on liquidity, raising the risk of a sharper pullback if sentiment turns. The AI Trade Has A Liquidity Problem
Invesco QQQ Stock Up 1.6%
Invesco QQQ Cuts Dividend
The firm also recently declared a quarterly dividend, which was paid on Friday, March 27th. Shareholders of record on Monday, March 23rd were given a dividend of $0.7328 per share. This represents a $2.93 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date of this dividend was Monday, March 23rd.
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.
Featured Stories
- Five stocks we like better than Invesco QQQ
- 3 Stocks With Fresh Catalysts to Watch Before the July 4
- Amprius Insiders Are Selling: Should Investors Be Worried?
- A Weaker Dollar Could Put These 3 Industrial Stocks Back in Focus
- A Market Rotation Toward Quality Will Benefit These 3 ETFs
Want to see what other hedge funds are holding QQQ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Invesco QQQ (NASDAQ:QQQ – Free Report).
Receive News & Ratings for Invesco QQQ Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Invesco QQQ and related companies with MarketBeat.com's FREE daily email newsletter.
