B&D White Capital Company LLC increased its position in Invesco QQQ (NASDAQ:QQQ – Free Report) by 8.0% during the first quarter, Holdings Channel.com reports. The institutional investor owned 16,415 shares of the exchange traded fund’s stock after purchasing an additional 1,215 shares during the period. Invesco QQQ accounts for 1.2% of B&D White Capital Company LLC’s investment portfolio, making the stock its 22nd largest holding. B&D White Capital Company LLC’s holdings in Invesco QQQ were worth $9,474,000 at the end of the most recent reporting period.
Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Monograph Wealth Advisors LLC boosted its stake in Invesco QQQ by 29.0% during the first quarter. Monograph Wealth Advisors LLC now owns 1,006 shares of the exchange traded fund’s stock worth $580,000 after buying an additional 226 shares during the period. GSG Advisors LLC boosted its stake in shares of Invesco QQQ by 1.0% during the 1st quarter. GSG Advisors LLC now owns 8,069 shares of the exchange traded fund’s stock worth $4,657,000 after purchasing an additional 81 shares during the period. Envision Financial Transparency LLC bought a new position in Invesco QQQ during the 1st quarter valued at about $25,072,000. Wealthspire Retirement LLC raised its position in Invesco QQQ by 2.3% in the 1st quarter. Wealthspire Retirement LLC now owns 51,995 shares of the exchange traded fund’s stock worth $30,010,000 after purchasing an additional 1,176 shares during the period. Finally, Aureus Asset Management LLC lifted its stake in Invesco QQQ by 58.0% in the first quarter. Aureus Asset Management LLC now owns 1,765 shares of the exchange traded fund’s stock worth $1,019,000 after purchasing an additional 648 shares during the last quarter. 44.58% of the stock is owned by institutional investors.
Trending Headlines about Invesco QQQ
Here are the key news stories impacting Invesco QQQ this week:
- Positive Sentiment: Market commentary suggests QQQ can still benefit if upcoming mega-cap tech earnings beat expectations, especially from Alphabet and Tesla, which could lift the ETF given its heavy concentration in large growth stocks. Stock Market Today: Dow Falls As Oil Prices Jump; SMCI Surges With Alphabet, Tesla Earnings Next (Live Coverage)
- Neutral Sentiment: Several pieces frame the current market as one driven by earnings rather than macro headlines, which is relevant for QQQ because its next move will likely depend on whether top holdings can justify their valuations. Earnings, Earnings, Earnings Are What Matter Most
- Neutral Sentiment: Discussion about hyperscalers “making or breaking” the market highlights the ETF’s dependence on a narrow set of tech giants, but does not point to an immediate catalyst by itself. Hyperscalers Can Make/Break This Market
- Neutral Sentiment: ETF commentary notes that earnings growth is broadening beyond the largest names, which could help market breadth over time, but also implies QQQ may lag more diversified or equal-weight strategies if leadership narrows. ETFs for the Next Leg of Earnings Expansion
- Negative Sentiment: One article argues investors chasing AI-chip upside may be better served elsewhere, implying QQQ may be missing some of the strongest semiconductor-led gains and could underperform pure-play chip exposure. Forget QQQ. This Semiconductor Fund Nearly Quintupled Its 2026 Gain
Invesco QQQ Stock Performance
Invesco QQQ Increases Dividend
The firm also recently disclosed a quarterly dividend, which was paid on Friday, July 10th. Investors of record on Monday, June 22nd were paid a $0.8135 dividend. This represents a $3.25 dividend on an annualized basis and a yield of 0.5%. This is a boost from Invesco QQQ’s previous quarterly dividend of $0.73. The ex-dividend date of this dividend was Monday, June 22nd.
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.
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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).
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