Natixis Advisors LLC increased its stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 2.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 34,643 shares of the exchange traded fund’s stock after buying an additional 807 shares during the period. Natixis Advisors LLC’s holdings in Invesco QQQ were worth $21,282,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds have also added to or reduced their stakes in the stock. Carrera Capital Advisors grew its position in shares of Invesco QQQ by 99.3% in the 4th quarter. Carrera Capital Advisors now owns 2,316 shares of the exchange traded fund’s stock worth $1,423,000 after buying an additional 1,154 shares during the period. Sovran Advisors LLC grew its position in shares of Invesco QQQ by 8.0% in the 4th quarter. Sovran Advisors LLC now owns 18,032 shares of the exchange traded fund’s stock worth $11,212,000 after buying an additional 1,340 shares during the period. Corepath Wealth Partners LLC grew its position in shares of Invesco QQQ by 19.7% in the 4th quarter. Corepath Wealth Partners LLC now owns 8,723 shares of the exchange traded fund’s stock worth $5,471,000 after buying an additional 1,436 shares during the period. Cane Capital Partners LLC purchased a new stake in shares of Invesco QQQ in the 4th quarter worth about $715,000. Finally, Coyle Financial Counsel LLC grew its position in shares of Invesco QQQ by 4.9% in the 3rd quarter. Coyle Financial Counsel LLC now owns 43,458 shares of the exchange traded fund’s stock worth $26,091,000 after buying an additional 2,035 shares during the period. Institutional investors and hedge funds own 44.58% of the company’s stock.
Key Stories Impacting Invesco QQQ
Here are the key news stories impacting Invesco QQQ this week:
- Positive Sentiment: ETF flow data showed investors continued to pour money into broad large-cap equity funds, especially S&P 500 products, while risk-on interest in growth and tech exposure remained supported by AI optimism and strong recent stock market performance. Large-Cap Core Dominates May ETF Flows
- Positive Sentiment: Coverage highlighting the strength of growth ETFs and the Nasdaq-linked rally reinforces ongoing demand for index products like QQQ, which benefit when investors favor mega-cap tech and growth stocks. 2 Growth ETFs to Buy and Hold for 20 Years
- Positive Sentiment: Articles noting that stock funds surged in May on AI optimism suggest continued enthusiasm for the technology names that dominate QQQ’s holdings. Stock Funds Surge In May On AI Optimism — What’s Next?
- Neutral Sentiment: One article argued that the Nasdaq 100 may soon include SpaceX if it goes public, which would be a structural positive for the index over time, but it is not an immediate driver for QQQ today. What SpaceX’s IPO Means for Index Fund Investors
- Negative Sentiment: Several commentary pieces warned that the market may be overheating, with “AI bubble” and “market top” concerns, while another noted the same warning signs seen before past crashes—sentiment that can weigh on QQQ because of its heavy exposure to richly valued tech stocks. AI Bubble Is Way Bigger Than Dot-Com There Are Signs That A Market Top May Be Forming The Stock Market Is Flashing the Same Two Warning Signals It Did Before Past Crashes
Invesco QQQ Stock Down 4.8%
Invesco QQQ Cuts Dividend
The firm also recently announced 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 dividend on an annualized basis 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.
Further Reading
- Five stocks we like better than Invesco QQQ
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- NVIDIA’s New Power Play: Why Fluence Is Surging
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