Gateway Investment Advisers LLC lifted its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 176.4% in the 2nd quarter, Holdings Channel reports. The institutional investor owned 2,803 shares of the exchange traded fund’s stock after acquiring an additional 1,789 shares during the period. Gateway Investment Advisers LLC’s holdings in Invesco QQQ were worth $2,064,000 as of its most recent filing with the SEC.
A number of other institutional investors have also added to or reduced their stakes in the company. CAP Partners LLC raised its holdings in Invesco QQQ by 3.5% in the 1st quarter. CAP Partners LLC now owns 444 shares of the exchange traded fund’s stock valued at $256,000 after acquiring an additional 15 shares in the last quarter. Durante & Waters LLC grew its holdings in shares of Invesco QQQ by 1.1% during the 1st quarter. Durante & Waters LLC now owns 1,425 shares of the exchange traded fund’s stock worth $822,000 after purchasing an additional 15 shares in the last quarter. Roxbury Financial LLC increased its position in shares of Invesco QQQ by 19.7% during the second quarter. Roxbury Financial LLC now owns 91 shares of the exchange traded fund’s stock valued at $67,000 after purchasing an additional 15 shares during the period. GoalVest Advisory LLC increased its position in shares of Invesco QQQ by 0.5% during the second quarter. GoalVest Advisory LLC now owns 3,016 shares of the exchange traded fund’s stock valued at $2,221,000 after purchasing an additional 15 shares during the period. Finally, Forty three Eighteen Advisors LLC raised its stake in shares of Invesco QQQ by 0.6% in the first quarter. Forty three Eighteen Advisors LLC now owns 2,694 shares of the exchange traded fund’s stock valued at $1,555,000 after purchasing an additional 16 shares in the last quarter. 44.58% of the stock is owned by institutional investors and hedge funds.
Key Stories Impacting Invesco QQQ
Here are the key news stories impacting Invesco QQQ this week:
- Positive Sentiment: July inflation data was broadly viewed as benign: core CPI rose 0.2% monthly, while the annual inflation rate was 3.4%. The report eased concerns about renewed rate hikes and improved the outlook for growth-stock valuations. S&P500, Nasdaq End Higher As Fresh CPI Data Calms Rate Hike Fears
- Positive Sentiment: Commentary on the Producer Price Index and cooling consumer inflation suggests the Fed has more flexibility to hold rates steady or eventually ease policy. Lower interest rates would generally support QQQ’s technology-heavy portfolio. Producer Price Index Offers Another Respite On Inflation
- Positive Sentiment: Analysts continue to cite AI spending and potential earnings growth as important supports for growth ETFs, including Nasdaq-100 exposure. QQQ may also benefit as investors favor direct equity upside over covered-call products that can lag during strong rallies. GPIQ vs QQQ: What the Rally Lag Actually Costs
- Neutral Sentiment: Broad ETF demand remains strong, with industry assets and monthly inflows reaching records. This supports liquidity and investor interest in ETFs but does not guarantee continued gains for QQQ. Top ETF Launches of Summer 2026
- Negative Sentiment: Risks remain from elevated equity valuations, an all-time-high CAPE ratio, credit-market stress and concerns that slowing AI capital spending could weaken the technology-led rally. Tariff and energy-price pressures could also keep inflation and bond yields high, limiting QQQ’s upside. What An All-Time High CAPE Ratio Implies For Investors
Invesco QQQ Stock Performance
Invesco QQQ Increases Dividend
The firm also recently declared a quarterly dividend, which was paid on Friday, July 10th. Shareholders of record on Monday, June 22nd were issued a $0.8135 dividend. This is a boost from Invesco QQQ’s previous quarterly dividend of $0.73. The ex-dividend date of this dividend was Monday, June 22nd. This represents a $3.25 annualized dividend and a yield of 0.4%.
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.
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