Healthcare of Ontario Pension Plan Trust Fund increased its holdings in Invesco QQQ (NASDAQ:QQQ – Free Report) by 21.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,025,000 shares of the exchange traded fund’s stock after buying an additional 534,000 shares during the quarter. Invesco QQQ comprises approximately 3.1% of Healthcare of Ontario Pension Plan Trust Fund’s investment portfolio, making the stock its 3rd largest holding. Healthcare of Ontario Pension Plan Trust Fund owned 0.46% of Invesco QQQ worth $1,858,288,000 at the end of the most recent quarter.
Several other hedge funds and other institutional investors also recently bought and sold shares of QQQ. Goodman Advisory Group LLC acquired a new position in Invesco QQQ in the 3rd quarter worth approximately $25,000. Shcp LLC acquired a new position in Invesco QQQ in the 3rd quarter worth approximately $27,000. Annis Gardner Whiting Capital Advisors LLC increased its holdings in Invesco QQQ by 2,150.0% in the 4th quarter. Annis Gardner Whiting Capital Advisors LLC now owns 45 shares of the exchange traded fund’s stock worth $28,000 after buying an additional 43 shares during the period. Rachor Investment Advisory Services LLC acquired a new position in Invesco QQQ in the 4th quarter worth approximately $29,000. Finally, Measured Wealth Private Client Group LLC acquired a new position in Invesco QQQ in the 3rd quarter worth approximately $40,000. Institutional investors and hedge funds own 44.58% of the company’s stock.
Invesco QQQ Price Performance
Shares of NASDAQ:QQQ opened at $721.34 on Friday. Invesco QQQ has a 12-month low of $523.65 and a 12-month high of $748.65. The business has a 50 day moving average of $680.91 and a two-hundred day moving average of $635.17.
Invesco QQQ Cuts Dividend
Key Headlines Impacting Invesco QQQ
Here are the key news stories impacting Invesco QQQ this week:
- Positive Sentiment: Short-term liquidity could improve market conditions, which may support growth stocks and the Nasdaq-100 holdings inside QQQ. A Short-Term Liquidity Boost May Be Coming To Markets
- Positive Sentiment: Broad U.S. equities were moving higher during the day, and ETF strength suggests investors were still willing to add exposure to large-cap growth and tech names. Exchange-Traded Funds Rise as US Equities Advance After Midday
- Neutral Sentiment: Some commentary suggests QQQ remains the familiar way to own the Nasdaq-100, but investors are being reminded that cheaper alternatives exist, which may affect fund flows more than near-term performance. Forget QQQ as the Same Company Sells the Same Nasdaq-100 for 17% Less
- Neutral Sentiment: One ETF comparison argued that QQQ has historically outperformed some thematic tech funds, reinforcing its role as a benchmark Nasdaq-100 vehicle rather than a direct catalyst for a move in the fund. ARKQ vs. QQQ: Which Tech Stock ETF is the Better Buy?
- Negative Sentiment: Multiple articles warned that May CPI showed inflation remaining elevated, which could keep the Fed on hold or push it toward a more hawkish stance—typically a headwind for high-valuation tech stocks in QQQ. May CPI Report: War Impact Remains Contained, Allowing The Fed To Stay On Hold
- Negative Sentiment: Several pieces focused on a possible AI bubble, slower token spending, and “cracks” in the AI trade, which could pressure Nasdaq-heavy funds like QQQ if investors rotate out of mega-cap tech. Market Rotation Alert: The AI Bubble Is Showing Cracks
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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