Winthrop Advisory Group LLC lessened its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 4.8% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 129,636 shares of the exchange traded fund’s stock after selling 6,554 shares during the period. Invesco QQQ comprises approximately 6.7% of Winthrop Advisory Group LLC’s investment portfolio, making the stock its 4th largest holding. Winthrop Advisory Group LLC’s holdings in Invesco QQQ were worth $79,637,000 at the end of the most recent reporting period.
Other hedge funds have also bought and sold shares of the company. Goodman Advisory Group LLC purchased a new stake in Invesco QQQ in the 3rd quarter worth approximately $25,000. Shcp LLC purchased a new stake in Invesco QQQ in the 3rd quarter worth approximately $27,000. Navigoe LLC boosted its position in Invesco QQQ by 300.0% in the 3rd quarter. Navigoe LLC now owns 60 shares of the exchange traded fund’s stock worth $36,000 after purchasing an additional 45 shares in the last quarter. Measured Wealth Private Client Group LLC purchased a new stake in shares of Invesco QQQ during the 3rd quarter worth about $40,000. Finally, PayPay Securities Corp boosted its stake in shares of Invesco QQQ by 78.9% during the 3rd quarter. PayPay Securities Corp now owns 68 shares of the exchange traded fund’s stock worth $41,000 after acquiring an additional 30 shares in the last quarter. Hedge funds and other institutional investors own 44.58% of the company’s stock.
Invesco QQQ Price Performance
QQQ stock opened at $588.59 on Wednesday. The company’s 50-day simple moving average is $600.49 and its 200-day simple moving average is $609.31. Invesco QQQ has a 52-week low of $409.79 and a 52-week high of $637.01.
Invesco QQQ Cuts Dividend
Invesco QQQ News Roundup
Here are the key news stories impacting Invesco QQQ this week:
- Positive Sentiment: Major AI supply deals at large chip/service vendors lift tech sentiment and help QQQ’s heavyweight holdings — Broadcom’s long?term AI deals with Google and Anthropic boost revenue visibility across semiconductor and AI ecosystems, supporting Nasdaq?100 exposure. Broadcom Surges 6% as AI Deals With Google and Anthropic Supercharge Revenue Visibility
- Positive Sentiment: Seasonal inflows and stronger tax refunds could add ~ $20B into equities in April, a tailwind for QQQ if systematic flows favor large?cap growth. April Seasonality Signals 1.5% S&P 500 Gain As $20 Billion Flows Build
- Positive Sentiment: Analysts and strategists view the recent pullback as a buying opportunity for quality growth names concentrated in QQQ, which could attract rotational buyers if earnings from AI/cloud names stay strong. QQQ: This Pullback Is A Buying Opportunity For Quality Growth
- Neutral Sentiment: Barclays sees markets pricing a “contained” outcome around the Iran ceasefire deadline — if realized this limits downside, but the situation still leaves asymmetric tail risk for tech. Barclays analysts see “contained” volatility as Iran ceasefire deadline approaches
- Neutral Sentiment: Unusual options activity and institutional accumulation in QQQ point to expectations of a large move — useful for traders (hedged strategies) but signals elevated volatility for passive holders. One Member Turned Volatility Into 536% in a Day… Here’s How We Spot the Next Market Meltdown Winner
- Negative Sentiment: Competitive threat: BlackRock filed for a Nasdaq?100 ETF (IQQ), which could siphon fee?sensitive flows from QQQ over time and pressure net inflows. Invesco stock falls as BlackRock files for Nasdaq-100 ETF
- Negative Sentiment: Escalating Iran conflict risks and looming ceasefire uncertainty raise oil/supply?shock concerns — a risk that typically hurts growth/tech multiples and pressures QQQ. Beyond The Deadline: What Markets Are Still Not Pricing In
- Negative Sentiment: Commodity/supply shocks (oil panic, strategic chokepoints like Kharg) and weaker durable?goods orders add macro downside risk for cyclically sensitive tech supply chains and investor sentiment. Just Another Oil Panic A Civilization Won’t Die Tonight, But Kharg Is The World’s Most Important Island About Those Orders For Durable Goods That Factories In The U.S. Received
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.
See Also
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.
