Capital Investment Advisors LLC Grows Stake in Invesco QQQ $QQQ

Capital Investment Advisors LLC increased its position in shares of Invesco QQQ (NASDAQ:QQQ) by 18.5% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 27,277 shares of the exchange traded fund’s stock after purchasing an additional 4,255 shares during the quarter. Capital Investment Advisors LLC’s holdings in Invesco QQQ were worth $16,376,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently bought and sold shares of the company. Kingstone Capital Partners Texas LLC raised its stake in shares of Invesco QQQ by 704,593.7% during the 2nd 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 buying an additional 67,605,770 shares during the last quarter. JPMorgan Chase & Co. increased its holdings in 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 acquiring an additional 1,457,109 shares in the last quarter. Northwestern Mutual Wealth Management Co. raised its position in Invesco QQQ by 0.7% during the second 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 acquiring an additional 22,220 shares during the last quarter. HRT Financial LP raised its position in Invesco QQQ by 118.3% during the second quarter. HRT Financial LP now owns 3,145,578 shares of the exchange traded fund’s stock worth $1,735,226,000 after acquiring an additional 1,704,600 shares during the last quarter. Finally, Symphony Financial Ltd. Co. purchased a new stake in shares of Invesco QQQ in the second quarter valued at about $1,236,482,000. 44.58% of the stock is currently owned by hedge funds and other institutional investors.

Invesco QQQ Price Performance

Shares of QQQ opened at $620.47 on Friday. Invesco QQQ has a 1-year low of $402.39 and a 1-year high of $637.01. The firm has a 50 day simple moving average of $616.04 and a 200-day simple moving average of $592.06.

Invesco QQQ Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, December 31st. Shareholders of record on Monday, December 22nd were given a dividend of $0.7941 per share. The ex-dividend date of this dividend was Monday, December 22nd. This is a positive change from Invesco QQQ’s previous quarterly dividend of $0.69. This represents a $3.18 annualized dividend and a yield of 0.5%.

Trending Headlines about Invesco QQQ

Here are the key news stories impacting Invesco QQQ this week:

• Positive Sentiment: NVIDIA remains the dominant near-term catalyst for Nasdaq‑focused ETFs like QQQ — continued NVDA enthusiasm at CES supports demand for QQQ exposure. Nvidia Can Propel These ETFs
• Positive Sentiment: Western Digital’s inclusion in the Nasdaq‑100 reinforces QQQ’s AI/data‑center thesis by adding an AI‑storage beneficiary to the index composition. Western Digital’s Nasdaq-100 Entry Caps Its AI-Driven Comeback (QQQ)
• Positive Sentiment: Long‑term performance narratives continue to support buy‑and‑hold flows into QQQ; retrospectives showing strong multi‑decade returns bolster investor conviction. If You’d Invested $1,000 in the Invesco QQQ ETF 27 Years Ago, Here’s How Much You’d Have Today
• Neutral Sentiment: Daily ETF updates show only small recent moves in QQQ — short‑term trading has been mixed, indicating consolidation rather than a clear trend shift. QQQ ETF Daily Update, 1/8/2026
• Neutral Sentiment: New product launches (light‑leverage T² Lift ETFs tied to Nasdaq strategies) expand investor choices and could modestly reallocate flows away from core QQQ over time, but impact is uncertain. TappAlpha and Tuttle Capital Management Launch T² Lift™ Series
• Neutral Sentiment: Context pieces on index performance since 2000 provide framing for allocation decisions but are not immediate catalysts for QQQ flows. The S&P 500, Dow and Nasdaq Since 2000 Highs as of December 2025
• Negative Sentiment: Macro headlines: stronger services data complicates the Fed‑cut narrative, which can pressure growth/tech multiples and weigh on QQQ. Soaring U.S. Services Clouds The Fed Rate Cut Story
• Negative Sentiment: Market‑structure and valuation warnings (bubble/de‑risking commentary) are keeping some investors cautious about concentration risk in QQQ’s tech‑heavy lineup. You’ll Lose Again If You Keep Betting On A 2026 Bubble

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.