Keystone Wealth Services LLC lifted its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 8.7% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 22,972 shares of the exchange traded fund’s stock after acquiring an additional 1,834 shares during the period. Invesco QQQ accounts for approximately 3.0% of Keystone Wealth Services LLC’s holdings, making the stock its 3rd biggest position. Keystone Wealth Services LLC’s holdings in Invesco QQQ were worth $13,792,000 at the end of the most recent reporting period.
Several other institutional investors and hedge funds have also made changes to their positions in the stock. Kingstone Capital Partners Texas LLC lifted its position in Invesco QQQ by 704,593.7% in the second quarter. Kingstone Capital Partners Texas LLC now owns 67,615,365 shares of the exchange traded fund’s stock worth $37,299,340,000 after purchasing an additional 67,605,770 shares during the period. JPMorgan Chase & Co. increased its position in shares of Invesco QQQ by 42.4% during the 2nd quarter. JPMorgan Chase & Co. now owns 4,895,265 shares of the exchange traded fund’s stock valued at $2,700,424,000 after purchasing an additional 1,457,109 shares during the period. Northwestern Mutual Wealth Management Co. raised its stake in shares of Invesco QQQ by 0.7% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 3,223,327 shares of the exchange traded fund’s stock worth $1,778,116,000 after buying an additional 22,220 shares in the last quarter. HRT Financial LP raised its stake in shares of Invesco QQQ by 118.3% in the 2nd quarter. HRT Financial LP now owns 3,145,578 shares of the exchange traded fund’s stock worth $1,735,226,000 after buying an additional 1,704,600 shares in the last quarter. Finally, Symphony Financial Ltd. Co. acquired a new stake in shares of Invesco QQQ in the second quarter valued at $1,236,482,000. 44.58% of the stock is currently owned by institutional investors.
Key Invesco QQQ News
Here are the key news stories impacting Invesco QQQ this week:
- Positive Sentiment: ETF flows and industry positioning favor core equity ETFs like QQQ, with 2025 data showing heavy investor appetite for large, liquid ETF “heavyweights” that include Nasdaq‑100 exposure — a tailwind for QQQ demand. From Bitcoin to Bonds: Examining the 2025 ETF Heavyweights
- Positive Sentiment: Pre-market commentary and a TipRanks daily snapshot showed QQQ trading higher before the open, indicating early buying momentum that can attract momentum and ETF arbitrage flows. QQQ ETF Daily Snapshot, 1/5/2026
- Positive Sentiment: Bullish long‑term takes on the Nasdaq‑100 (argument that the ETF could materially outperform over a decade) may drive buy‑and‑hold inflows from retail and advisors into QQQ. Will the Nasdaq 100 ETF Triple Your Money in the Next 10 Years?
- Neutral Sentiment: Institutional filings show mixed repositioning — a small purchase by Sterling Investment Counsel supports demand, but position changes by other holders (see below) suggest modest rebalancing rather than a directional shift. Sterling Investment Counsel Acquires 1,817 Shares in Invesco QQQ: What This Means for Investors
- Neutral Sentiment: Several market commentary pieces (macro, long‑run historical perspectives) are weighing both upside and cyclical risks for equities; these are informative but unlikely to move QQQ alone unless confirmed by economic data. Green Lights Everywhere… But Is It Time To Tap The Brakes?
- Negative Sentiment: Macro risk — several previews and analysis pieces warn that stronger December jobs data or a Fed “misstep” could lift Treasury yields, which typically pressures growth‑and‑momentum names concentrated in QQQ. Rising yields would be a near‑term headwind. On Path To A Recession: The December Labor Market Report Preview
- Negative Sentiment: Some institutional trimming reported (Cresta Advisors reduced its QQQ position in a recent 13F), signaling modest profit‑taking or rebalancing that could cap gains if it continues. Invesco QQQ $QQQ Holdings Cut by Cresta Advisors Ltd.
Invesco QQQ Stock Up 0.8%
Invesco QQQ Increases Dividend
The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Stockholders of record on Monday, December 22nd were paid a $0.7941 dividend. The ex-dividend date of this dividend was Monday, December 22nd. This represents a $3.18 annualized dividend and a dividend yield of 0.5%. This is an increase from Invesco QQQ’s previous quarterly dividend of $0.69.
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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