CRA Financial Services LLC increased its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 2.1% during the third quarter, Holdings Channel.com reports. The institutional investor owned 42,250 shares of the exchange traded fund’s stock after buying an additional 849 shares during the period. Invesco QQQ comprises 3.5% of CRA Financial Services LLC’s investment portfolio, making the stock its 5th biggest holding. CRA Financial Services LLC’s holdings in Invesco QQQ were worth $25,366,000 as of its most recent SEC filing.
A number of other large investors have also added to or reduced their stakes in QQQ. SK Wealth Management LLC purchased a new position in shares of Invesco QQQ in the third quarter valued at $803,000. Fifth Third Securities Inc. boosted its stake in Invesco QQQ by 2.6% in the 3rd quarter. Fifth Third Securities Inc. now owns 109,863 shares of the exchange traded fund’s stock worth $65,959,000 after purchasing an additional 2,822 shares during the period. Amundi grew its holdings in Invesco QQQ by 6.3% during the 1st quarter. Amundi now owns 110,903 shares of the exchange traded fund’s stock valued at $49,980,000 after buying an additional 6,600 shares in the last quarter. BCGM Wealth Management LLC increased its position in shares of Invesco QQQ by 13.6% during the second quarter. BCGM Wealth Management LLC now owns 25,597 shares of the exchange traded fund’s stock valued at $14,120,000 after buying an additional 3,066 shares during the period. Finally, Prospect Financial Services LLC lifted its holdings in shares of Invesco QQQ by 9.1% in the second quarter. Prospect Financial Services LLC now owns 11,765 shares of the exchange traded fund’s stock worth $6,490,000 after buying an additional 986 shares in the last quarter. Hedge funds and other institutional investors own 44.58% of the company’s stock.
Key Stores Impacting Invesco QQQ
Here are the key news stories impacting Invesco QQQ this week:
- Positive Sentiment: Analysts and managers telling investors to load up on tech ETFs heading into 2026 — a tailwind for QQQ as it concentrates large-cap tech exposure. 3 Tech ETFs To Load Up on Before 2026
- Positive Sentiment: Several bullish pieces argue the tech rotation will resume and that 2026 could be a comeback year for big tech, supporting demand for QQQ’s mega-cap constituents. The Rotation Fear Won’t Last; Betting On Tech’s 2026 Comeback
- Neutral Sentiment: Daily ETF updates summarize recent modest gains/losses in QQQ and market breadth — useful for flow/context but not a single catalyst. QQQ ETF daily update, 12/26/2025
- Neutral Sentiment: TipRanks daily recap notes modest QQQ movement amid broader market strength — more informational than catalytic. QQQ ETF Daily Update, 12/25/2025
- Neutral Sentiment: Small institutional trimming: Dale Q. Rice Investment Management sold ~982 shares of QQQ (a 6.4% reduction of its tiny position) — not a major flow signal for a large ETF. Invesco QQQ $QQQ Shares Sold by Dale Q Rice Investment Management Ltd
- Negative Sentiment: Multiple Seeking Alpha pieces warn of P/E compression and broader repricing risks for the S&P 500/tech in 2026 — a direct headwind for QQQ’s growth‑heavy index if valuation multiples contract. 2026 S&P 500 Outlook: A Multiple Compression, In Spite Of Earnings Growth
- Negative Sentiment: Calls for a broad rotation to value and warnings that volatility‑selling (which boosted markets) may be ending could reduce the momentum premium that benefited QQQ this year. Forget Big Tech – I Think We’re Looking At A Big Rotation To Value Volatility Selling Is Driving The Market Higher And May Be About To End
- Negative Sentiment: Other macro/structural pieces highlight valuation risk and reasons to hedge into 2026 — suggesting caution for concentrated tech exposure like QQQ. SPY: Structural Risk To Valuation Requires Caution Or Hedges For 2026
Invesco QQQ Stock Performance
Invesco QQQ Increases Dividend
The company also recently declared a quarterly dividend, which will be paid on Wednesday, December 31st. Stockholders of record on Monday, December 22nd will be given a dividend of $0.7941 per share. This is an increase from Invesco QQQ’s previous quarterly dividend of $0.69. The ex-dividend date is Monday, December 22nd. This represents a $3.18 dividend on an annualized basis and a dividend yield of 0.5%.
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
- Do not delete, read immediately
- INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
- Can Any Expenses Be Deducted From Capital Gains Tax?
- Do you know what Amazon is planning for January 1?
- Buffett, Gates and Bezos Quietly Dumping Stocks—Here’s Why
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.
