CVA Family Office LLC Has $11.31 Million Stake in Invesco QQQ $QQQ

CVA Family Office LLC grew its holdings in Invesco QQQ (NASDAQ:QQQFree Report) by 19.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 18,410 shares of the exchange traded fund’s stock after acquiring an additional 2,945 shares during the quarter. Invesco QQQ accounts for about 1.3% of CVA Family Office LLC’s investment portfolio, making the stock its 20th largest holding. CVA Family Office LLC’s holdings in Invesco QQQ were worth $11,309,000 at the end of the most recent quarter.

A number of other hedge funds also recently modified their holdings of QQQ. Goodman Advisory Group LLC acquired a new position in shares of Invesco QQQ in the 3rd quarter valued at approximately $25,000. Shcp LLC acquired a new stake in Invesco QQQ during the 3rd quarter worth approximately $27,000. Navigoe LLC lifted its stake in Invesco QQQ by 300.0% in the third quarter. Navigoe LLC now owns 60 shares of the exchange traded fund’s stock valued at $36,000 after buying an additional 45 shares in the last quarter. Measured Wealth Private Client Group LLC bought a new position in Invesco QQQ in the third quarter valued at approximately $40,000. Finally, PayPay Securities Corp boosted its holdings in shares of Invesco QQQ by 78.9% in the third quarter. PayPay Securities Corp now owns 68 shares of the exchange traded fund’s stock valued at $41,000 after buying an additional 30 shares during the period. Institutional investors and hedge funds own 44.58% of the company’s stock.

Key Stories Impacting Invesco QQQ

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

  • Positive Sentiment: Easing Iran tensions and falling oil prices have boosted risk appetite, supporting large-cap tech and growth ETFs. This geopolitical update is a direct catalyst for a tech-led rally that benefits QQQ. Trump Signals Progress in Iran Talks
  • Positive Sentiment: Broad ETF flows and a midday bounce in US equities lifted major ETFs, supporting QQQ as the Nasdaq/tech complex outperforms in the rally. Exchange-Traded Funds Rise as US Equities Advance
  • Positive Sentiment: Reported dividend action tied to the Invesco QQQ Trust drew buyer interest, cited as a near-term positive catalyst boosting demand for the ETF. Dividend Announcement
  • Positive Sentiment: Underlying tech fundamentals remain supportive: strong AI-driven demand and better-than-expected earnings from large Nasdaq names are providing conviction for long-term flows into QQQ and related products. Tech Earnings/AI Narrative
  • Neutral Sentiment: Invesco is expanding its product set (new equal-weight Nasdaq-100 ETF QEW); product innovation can attract assets to the brand but may modestly re-mix flows among Nasdaq products. QEW ETF Launch
  • Neutral Sentiment: Initiatives by Invesco around tokenization and an institutional on‑chain partnership signal strategic innovation for the firm (positive for the issuer), but the direct impact on QQQ flows is uncertain. Invesco $1B Superstate Partnership
  • Negative Sentiment: Large-cap tech remains a double‑edged sword for QQQ: several mega-cap holdings have lagged YTD (e.g., Microsoft weakness), which can cap upside and amplify volatility if sentiment reverses. Tech Underperformance/Volatility
  • Negative Sentiment: Market volatility and prior pullbacks mean gains can be short-lived; macro cross-currents (bonds, inflation, oil) remain key risks that could reverse ETF flows quickly. Pre-Market/Volatility Context

Invesco QQQ Price Performance

Shares of QQQ stock opened at $587.82 on Thursday. Invesco QQQ has a 12-month low of $402.39 and a 12-month high of $637.01. The firm has a fifty day moving average of $608.20 and a 200-day moving average of $609.77.

Invesco QQQ Cuts Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, March 27th. Investors of record on Monday, March 23rd will be paid a $0.7328 dividend. The ex-dividend date of this dividend is Monday, March 23rd. This represents a $2.93 dividend on an annualized basis and a yield of 0.5%.

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.

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

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