American Trust grew its holdings in Invesco QQQ (NASDAQ:QQQ – Free Report) by 1.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 48,495 shares of the exchange traded fund’s stock after buying an additional 877 shares during the period. Invesco QQQ accounts for about 2.5% of American Trust’s portfolio, making the stock its 10th biggest holding. American Trust’s holdings in Invesco QQQ were worth $29,791,000 at the end of the most recent quarter.
A number of other hedge funds also recently made changes to their positions in QQQ. 9823 Capital L.P. acquired a new stake in Invesco QQQ during the 4th quarter worth approximately $8,907,000. Guggenheim Capital LLC lifted its holdings in Invesco QQQ by 0.3% during the 4th quarter. Guggenheim Capital LLC now owns 5,930 shares of the exchange traded fund’s stock worth $3,643,000 after purchasing an additional 18 shares during the last quarter. Appalachian Capital Management Ltd acquired a new stake in Invesco QQQ during the 4th quarter worth approximately $3,433,000. Pennington Partners & CO. LLC lifted its holdings in Invesco QQQ by 31.9% during the 4th quarter. Pennington Partners & CO. LLC now owns 1,038 shares of the exchange traded fund’s stock worth $637,000 after purchasing an additional 251 shares during the last quarter. Finally, Synergy Financial Group LTD lifted its holdings in Invesco QQQ by 4.1% during the 4th quarter. Synergy Financial Group LTD now owns 1,533 shares of the exchange traded fund’s stock worth $942,000 after purchasing an additional 60 shares during the last quarter. 44.58% of the stock is owned by institutional investors and hedge funds.
Key Invesco QQQ News
Here are the key news stories impacting Invesco QQQ this week:
- Positive Sentiment: Broad market sentiment was helped by continued interest in growth and tech exposure, including articles noting QQQ as a popular way to access the Nasdaq-100 and its mega-cap tech holdings. VOO vs. QQQ — Which Strong Buy-Rated ETF Should You Choose Now?
- Positive Sentiment: SpaceX’s strong Nasdaq debut also kept investor attention on high-growth, innovation-led names, which can support sentiment toward Nasdaq-heavy funds like QQQ. Stock Market Today: Dow Waffles Ahead Of Fed Decision, Warsh Remarks; SpaceX Rally Continues (Live Coverage)
- Neutral Sentiment: Several pieces framed QQQ as a benchmark for tech investing versus lower-fee or more specialized ETFs, but these were mostly educational comparisons rather than direct catalysts. Forget QQQ. The Pure Tech Fund Charges a Quarter of the Fee and Has Gained 33% in 2026
- Neutral Sentiment: Midday market coverage showed broad ETFs mixed, suggesting a lack of strong directional conviction in the overall market backdrop. Exchange-Traded Funds, US Equities Mixed After Midday
- Negative Sentiment: Fed-related coverage is adding caution, with investors focused on Kevin Warsh’s first FOMC meeting and the risk of a more hawkish stance on rates, which can pressure growth stocks and Nasdaq-heavy ETFs. Fed Chair Warsh in the Spotlight: Will He Advocate Rate Cuts?
- Negative Sentiment: Another Fed-focused article noted the central bank’s statement was unusually terse and lacked forward guidance, increasing uncertainty around the rate path and weighing on risk assets. New Era for the Fed: Kevin Warsh at the FOMC
- Negative Sentiment: Some commentary argued valuations are stretched for Nasdaq and tech exposure, including claims that alternative funds may offer cheaper or stronger returns than QQQ, which can dampen sentiment. QTUM vs. QQQ: Does the Quantum-Computing ETF Beat Just Buying the Nasdaq-100?
Invesco QQQ Stock Performance
Invesco QQQ Cuts Dividend
The business also recently disclosed a quarterly dividend, which was paid on Friday, March 27th. Shareholders of record on Monday, March 23rd were paid a dividend of $0.7328 per share. This represents a $2.93 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date was Monday, March 23rd.
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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