Anchor Capital Management Group Inc Has $121.88 Million Stock Holdings in Invesco QQQ $QQQ

Anchor Capital Management Group Inc decreased its position in Invesco QQQ (NASDAQ:QQQFree Report) by 9.7% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 203,000 shares of the exchange traded fund’s stock after selling 21,775 shares during the period. Invesco QQQ makes up approximately 61.7% of Anchor Capital Management Group Inc’s holdings, making the stock its biggest position. Anchor Capital Management Group Inc’s holdings in Invesco QQQ were worth $121,875,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Orgel Wealth Management LLC boosted its stake in shares of Invesco QQQ by 4.7% in the third quarter. Orgel Wealth Management LLC now owns 382 shares of the exchange traded fund’s stock worth $229,000 after acquiring an additional 17 shares during the period. Enclave Advisors LLC lifted its holdings in Invesco QQQ by 0.9% in the 3rd quarter. Enclave Advisors LLC now owns 1,831 shares of the exchange traded fund’s stock worth $1,099,000 after purchasing an additional 17 shares in the last quarter. IFS Advisors LLC lifted its holdings in Invesco QQQ by 4.1% in the 3rd quarter. IFS Advisors LLC now owns 431 shares of the exchange traded fund’s stock worth $259,000 after purchasing an additional 17 shares in the last quarter. Mezzasalma Advisors LLC boosted its stake in Invesco QQQ by 0.5% in the 3rd quarter. Mezzasalma Advisors LLC now owns 3,312 shares of the exchange traded fund’s stock worth $1,988,000 after purchasing an additional 17 shares during the period. Finally, TCV Trust & Wealth Management Inc. grew its holdings in Invesco QQQ by 1.4% during the 3rd quarter. TCV Trust & Wealth Management Inc. now owns 1,246 shares of the exchange traded fund’s stock valued at $748,000 after buying an additional 17 shares in the last quarter. 44.58% of the stock is owned by hedge funds and other institutional investors.

Invesco QQQ Trading Up 0.9%

Shares of QQQ stock opened at $608.81 on Monday. The company’s fifty day simple moving average is $616.41 and its two-hundred day simple moving average is $605.50. Invesco QQQ has a 52 week low of $402.39 and a 52 week high of $637.01.

Invesco QQQ Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, December 31st. Stockholders of record on Monday, December 22nd were paid a $0.7941 dividend. This is an increase from Invesco QQQ’s previous quarterly dividend of $0.69. This represents a $3.18 annualized dividend and a dividend yield of 0.5%. The ex-dividend date of this dividend was Monday, December 22nd.

Key Invesco QQQ News

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

  • Positive Sentiment: Supreme Court rulings against the administration’s tariff actions remove a prominent source of trade-policy risk that had threatened technology supply chains and NDX constituents, supporting tech-heavy ETFs like QQQ. Article Title
  • Positive Sentiment: The Federal Reserve is signaling no rate changes in the near future, which reduces the immediate risk of policy tightening and tends to favor growth and long-duration tech stocks that dominate QQQ. Article Title
  • Positive Sentiment: High-profile investors increased exposure to QQQ/large-cap tech in Q4, signaling institutional confidence in AI and secular growth themes that QQQ concentrates. That buyer interest is supportive for ETF flows and sentiment. Article Title
  • Neutral Sentiment: Market updates (pre-market commentary) show intraday swings and mixed momentum into the session — useful for short-term traders but not a clear directional signal for long-term QQQ holders. Article Title
  • Neutral Sentiment: Coverage highlighting thematic strategies (e.g., QQQM/AI exposures, passive investing takes) underscores the long-term AI growth narrative for Nasdaq-focused ETFs but doesn’t change near-term risk/return. Article Title
  • Negative Sentiment: Warnings that an AI-driven sell-off may continue add near-term downside risk for heavily AI/tech-weighted funds such as QQQ; elevated volatility could pressure multiples. Article Title
  • Negative Sentiment: Q4 GDP and December PCE data show slower growth but persistent inflation — a mix that could keep markets cautious about future policy and corporate margins, posing risk to cyclically sensitive tech names. Article Title
  • Negative Sentiment: Although the Supreme Court struck down the tariff plan, several pieces note lingering policy maneuvers and legal/administrative follow-ups—meaning political risk hasn’t fully disappeared. That uncertainty can keep a lid on valuations for now. Article Title

About Invesco QQQ

(Free Report)

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:QQQFree Report).

Institutional Ownership by Quarter for Invesco QQQ (NASDAQ:QQQ)

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