9823 Capital L.P. purchased a new stake in Invesco QQQ (NASDAQ:QQQ – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm purchased 14,500 shares of the exchange traded fund’s stock, valued at approximately $8,907,000. Invesco QQQ comprises approximately 6.1% of 9823 Capital L.P.’s portfolio, making the stock its 3rd biggest holding.
Other large investors have also recently added to or reduced their stakes in the company. Goodman Advisory Group LLC acquired a new stake in Invesco QQQ in the third quarter valued at $25,000. University of Texas Texas AM Investment Management Co. acquired a new stake in Invesco QQQ in the fourth quarter valued at $25,000. Annis Gardner Whiting Capital Advisors LLC raised its stake in Invesco QQQ by 2,150.0% in the fourth quarter. Annis Gardner Whiting Capital Advisors LLC now owns 45 shares of the exchange traded fund’s stock valued at $28,000 after buying an additional 43 shares during the period. Shcp LLC acquired a new stake in shares of Invesco QQQ in the third quarter valued at approximately $27,000. Finally, Rachor Investment Advisory Services LLC acquired a new stake in shares of Invesco QQQ in the fourth quarter valued at approximately $29,000. Institutional investors and hedge funds own 44.58% of the company’s stock.
Key Headlines Impacting Invesco QQQ
Here are the key news stories impacting Invesco QQQ this week:
- Positive Sentiment: Broad market sentiment was helped by continued interest in growth and tech exposure, including articles noting QQQ as a popular way to access the Nasdaq-100 and its mega-cap tech holdings. VOO vs. QQQ — Which Strong Buy-Rated ETF Should You Choose Now?
- Positive Sentiment: SpaceX’s strong Nasdaq debut also kept investor attention on high-growth, innovation-led names, which can support sentiment toward Nasdaq-heavy funds like QQQ. Stock Market Today: Dow Waffles Ahead Of Fed Decision, Warsh Remarks; SpaceX Rally Continues (Live Coverage)
- Neutral Sentiment: Several pieces framed QQQ as a benchmark for tech investing versus lower-fee or more specialized ETFs, but these were mostly educational comparisons rather than direct catalysts. Forget QQQ. The Pure Tech Fund Charges a Quarter of the Fee and Has Gained 33% in 2026
- Neutral Sentiment: Midday market coverage showed broad ETFs mixed, suggesting a lack of strong directional conviction in the overall market backdrop. Exchange-Traded Funds, US Equities Mixed After Midday
- Negative Sentiment: Fed-related coverage is adding caution, with investors focused on Kevin Warsh’s first FOMC meeting and the risk of a more hawkish stance on rates, which can pressure growth stocks and Nasdaq-heavy ETFs. Fed Chair Warsh in the Spotlight: Will He Advocate Rate Cuts?
- Negative Sentiment: Another Fed-focused article noted the central bank’s statement was unusually terse and lacked forward guidance, increasing uncertainty around the rate path and weighing on risk assets. New Era for the Fed: Kevin Warsh at the FOMC
- Negative Sentiment: Some commentary argued valuations are stretched for Nasdaq and tech exposure, including claims that alternative funds may offer cheaper or stronger returns than QQQ, which can dampen sentiment. QTUM vs. QQQ: Does the Quantum-Computing ETF Beat Just Buying the Nasdaq-100?
Invesco QQQ Trading Down 1.0%
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 paid a dividend of $0.7328 per share. This represents a $2.93 annualized dividend and a dividend yield of 0.4%. The ex-dividend date was Monday, March 23rd.
Invesco QQQ 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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