Benedict Financial Advisors Inc. lifted its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 18.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 6,366 shares of the exchange traded fund’s stock after purchasing an additional 988 shares during the quarter. Benedict Financial Advisors Inc.’s holdings in Invesco QQQ were worth $3,910,000 at the end of the most recent reporting period.
Several other hedge funds and other institutional investors have also recently made changes to their positions in the stock. BigSur Wealth Management LLC increased its holdings in shares of Invesco QQQ by 0.7% in the fourth quarter. BigSur Wealth Management LLC now owns 2,604 shares of the exchange traded fund’s stock valued at $1,600,000 after purchasing an additional 19 shares during the last quarter. Mainstay Capital Management LLC ADV increased its holdings in shares of Invesco QQQ by 27.4% in the fourth quarter. Mainstay Capital Management LLC ADV now owns 725 shares of the exchange traded fund’s stock valued at $445,000 after purchasing an additional 156 shares during the last quarter. TFR Capital LLC. increased its holdings in shares of Invesco QQQ by 2.0% in the fourth quarter. TFR Capital LLC. now owns 11,694 shares of the exchange traded fund’s stock valued at $7,184,000 after purchasing an additional 229 shares during the last quarter. 5T Wealth LLC increased its holdings in shares of Invesco QQQ by 14.4% in the fourth quarter. 5T Wealth LLC now owns 2,056 shares of the exchange traded fund’s stock valued at $1,264,000 after purchasing an additional 259 shares during the last quarter. Finally, Sage Financial Group Inc. increased its holdings in shares of Invesco QQQ by 2.4% in the fourth quarter. Sage Financial Group Inc. now owns 1,364 shares of the exchange traded fund’s stock valued at $838,000 after purchasing an additional 32 shares during the last quarter. Institutional investors and hedge funds own 44.58% of the company’s stock.
Invesco QQQ Price Performance
NASDAQ:QQQ opened at $648.85 on Monday. Invesco QQQ has a one year low of $427.93 and a one year high of $650.00. The stock has a 50 day moving average price of $601.69 and a 200 day moving average price of $610.79.
Invesco QQQ Cuts Dividend
Key Stories Impacting Invesco QQQ
Here are the key news stories impacting Invesco QQQ this week:
- Positive Sentiment: Wall Street analyst coverage remains constructive on QQQ’s largest holdings, supporting demand for the ETF’s tech‑heavy exposure. Where Will QQQ Be in 12 Months? Wall Street Analysts Have a Clear Answer.
- Positive Sentiment: Macro narrative of “new highs” and record stock performance (led by mega‑cap tech) supports momentum flows into QQQ as investors favor quality growth. New Record: Stocks Doing Well
- Positive Sentiment: Relative comparison with small‑cap growth (IWO) highlights QQQ’s large‑cap tech concentration and lower recent drawdown, making it attractive for investors seeking big‑tech exposure. QQQ vs. IWO: Big Tech Dominance or Small-Cap Potential?
- Neutral Sentiment: AAII sentiment data shows more neutral positioning — less froth than extreme bullishness — which can support steadier flows into broad market ETFs like QQQ. AAII Sentiment Survey: Neutral Sentiment Rises
- Neutral Sentiment: MarketBeat highlights a potential near‑term inflation shock tied to the Iran conflict and oil — this raises volatility risk but is not yet derailing earnings momentum that’s been lifting QQQ. Inflation Shock Ahead? Get Ready for Impact (QQQ)
- Neutral Sentiment: Analysis that the market may be “pricing a happy ending” warns of premature accumulation — a cautionary note but not an immediate catalyst for a reversal. Does the QQQ ETF Have a Bad Case of Premature Accumulation?
- Negative Sentiment: Multiple Seeking Alpha pieces warn of liquidity draining from markets and predict another sizable drawdown (Sell Before May thesis), which could trigger outflows from risk‑on ETFs like QQQ. Liquidity Drain Underway, Will It Even Matter?
- Negative Sentiment: “Sell Before May And Go Away” and bear‑market rally calls argue a renewed selloff is likely in 2026, a headline risk that could accelerate rotation out of growth and into defensives. Sell Before May And Go Away: Why Another Big Market Drawdown Is Likely In 2026
- Negative Sentiment: The Fed is maintaining pressure on policy — sticky/higher rates raise discount‑rate risk for long‑duration tech earnings that dominate QQQ. Federal Reserve Watch: Fed Keeps Pressure On
- Negative Sentiment: Several authors call recent gains a bear‑market rally with the selloff set to resume — a reminder that momentum can reverse quickly and ETFs concentrated in growth names may see sharper drops. It Is Bear Market Rally, The Selloff To Resume
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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