Evergreen Capital Management LLC boosted its position in Invesco QQQ (NASDAQ:QQQ – Free Report) by 3.5% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 34,082 shares of the exchange traded fund’s stock after purchasing an additional 1,147 shares during the period. Evergreen Capital Management LLC’s holdings in Invesco QQQ were worth $20,937,000 as of its most recent SEC filing.
A number of other large investors have also made changes to their positions in the company. Goodman Advisory Group LLC purchased a new position in shares of Invesco QQQ during the 3rd quarter worth $25,000. Shcp LLC purchased a new stake in shares of Invesco QQQ in the 3rd quarter worth $27,000. Measured Wealth Private Client Group LLC purchased a new stake in shares of Invesco QQQ in the 3rd quarter worth $40,000. PayPay Securities Corp raised its holdings in Invesco QQQ by 78.9% in the 3rd quarter. PayPay Securities Corp now owns 68 shares of the exchange traded fund’s stock worth $41,000 after purchasing an additional 30 shares during the period. Finally, Barnes Dennig Private Wealth Management LLC bought a new position in Invesco QQQ in the 3rd quarter worth $42,000. 44.58% of the stock is currently owned by institutional investors.
Invesco QQQ News Roundup
Here are the key news stories impacting Invesco QQQ this week:
- Positive Sentiment: Large ETF inflows into broad equities helped QQQ: investors rotated back into equities as Iran war fears eased and QQQ attracted meaningful cash ($6.5B referenced), supporting the fund’s demand. Investors Rotate Into Equities as Iran War Fears Ease
- Positive Sentiment: Industry-wide ETF flows remain strong (>$500B YTD), which tends to lift large, liquid ETFs like QQQ through persistent index-fund demand. ETF Flows Top $500 Billion in First Quarter of 2026
- Positive Sentiment: Ongoing AI capex and related tech spending remain a structural tailwind for the Nasdaq‑heavy QQQ, supporting sector leaders that drive the ETF’s performance. This Market Rally Has An Elephant In The Room: The AI CapEx Cycle
- Neutral Sentiment: Analyst/features coverage (Zacks, TipRanks) has highlighted QQQ among investment ideas—visibility that can support flows but doesn’t guarantee direction. Zacks Investment Ideas feature highlights Broadcom, Meta ,IGM,QQQ,AIQ
- Neutral Sentiment: Invesco’s related Income Advantage ETF declared a monthly distribution—relevant to the sponsor’s product set but only indirectly material to QQQ’s price action. Invesco QQQ Income Advantage ETF declares monthly distribution of $0.4635
- Negative Sentiment: Small‑cap strength (Russell 2000 hitting new highs) signals a risk‑on rotation that can siphon money away from mega‑cap tech heavyweights in QQQ, pressuring relative performance. Russell 2000’s Gains Fueled by Risk-On Trade as Small Caps Extend Run
- Negative Sentiment: Macro / geopolitical uncertainty (coverage suggesting a longer Iran war and warnings of a market top) increases risk aversion and could spur profit‑taking in growth/tech exposures like QQQ. Trump Signals A Longer War: Markets Are Underestimating The Effects
- Negative Sentiment: Several market commentary pieces warn of a potential top/pullback; those narratives often accelerate selloffs in crowded tech exposures. Putting In A Stock Market Top
Invesco QQQ Price Performance
Invesco QQQ Cuts Dividend
The business also recently disclosed a quarterly dividend, which was paid on Friday, March 27th. Stockholders of record on Monday, March 23rd were given a dividend of $0.7328 per share. This represents a $2.93 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date of this dividend was Monday, March 23rd.
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.
See Also
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