Invesco QQQ $QQQ Shares Acquired by Gries Financial LLC

Gries Financial LLC increased its holdings in shares of Invesco QQQ (NASDAQ:QQQ) by 10.8% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 8,491 shares of the exchange traded fund’s stock after purchasing an additional 827 shares during the period. Invesco QQQ accounts for 0.8% of Gries Financial LLC’s investment portfolio, making the stock its 21st largest holding. Gries Financial LLC’s holdings in Invesco QQQ were worth $5,098,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Ciovacco Capital Management LLC increased its stake in Invesco QQQ by 2.0% in the third quarter. Ciovacco Capital Management LLC now owns 22,730 shares of the exchange traded fund’s stock valued at $13,647,000 after purchasing an additional 456 shares during the period. Red Tortoise LLC grew its position in Invesco QQQ by 958.9% in the 3rd quarter. Red Tortoise LLC now owns 1,006 shares of the exchange traded fund’s stock valued at $604,000 after buying an additional 911 shares during the last quarter. Autumn Glory Partners LLC lifted its position in Invesco QQQ by 57.2% in the third quarter. Autumn Glory Partners LLC now owns 1,798 shares of the exchange traded fund’s stock valued at $1,080,000 after purchasing an additional 654 shares during the period. Capital Management Associates Inc lifted its holdings in shares of Invesco QQQ by 2.3% in the 3rd quarter. Capital Management Associates Inc now owns 37,858 shares of the exchange traded fund’s stock valued at $22,729,000 after buying an additional 842 shares during the period. Finally, Highland Financial Advisors LLC acquired a new stake in Invesco QQQ in the third quarter valued at $229,000. 44.58% of the stock is owned by hedge funds and other institutional investors.

Invesco QQQ News Roundup

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

• Positive Sentiment: ETF flows and industry positioning favor core equity ETFs like QQQ, with 2025 data showing heavy investor appetite for large, liquid ETF “heavyweights” that include Nasdaq‑100 exposure — a tailwind for QQQ demand. From Bitcoin to Bonds: Examining the 2025 ETF Heavyweights
• Positive Sentiment: Pre-market commentary and a TipRanks daily snapshot showed QQQ trading higher before the open, indicating early buying momentum that can attract momentum and ETF arbitrage flows. QQQ ETF Daily Snapshot, 1/5/2026
• Positive Sentiment: Bullish long‑term takes on the Nasdaq‑100 (argument that the ETF could materially outperform over a decade) may drive buy‑and‑hold inflows from retail and advisors into QQQ. Will the Nasdaq 100 ETF Triple Your Money in the Next 10 Years?
• Neutral Sentiment: Institutional filings show mixed repositioning — a small purchase by Sterling Investment Counsel supports demand, but position changes by other holders (see below) suggest modest rebalancing rather than a directional shift. Sterling Investment Counsel Acquires 1,817 Shares in Invesco QQQ: What This Means for Investors
• Neutral Sentiment: Several market commentary pieces (macro, long‑run historical perspectives) are weighing both upside and cyclical risks for equities; these are informative but unlikely to move QQQ alone unless confirmed by economic data. Green Lights Everywhere… But Is It Time To Tap The Brakes?
• Negative Sentiment: Macro risk — several previews and analysis pieces warn that stronger December jobs data or a Fed “misstep” could lift Treasury yields, which typically pressures growth‑and‑momentum names concentrated in QQQ. Rising yields would be a near‑term headwind. On Path To A Recession: The December Labor Market Report Preview
• Negative Sentiment: Some institutional trimming reported (Cresta Advisors reduced its QQQ position in a recent 13F), signaling modest profit‑taking or rebalancing that could cap gains if it continues. Invesco QQQ $QQQ Holdings Cut by Cresta Advisors Ltd.

Invesco QQQ Stock Up 0.8%

NASDAQ QQQ opened at $617.99 on Tuesday. Invesco QQQ has a 1-year low of $402.39 and a 1-year high of $637.01. The business has a 50 day moving average price of $616.57 and a 200 day moving average price of $590.95.

Invesco QQQ Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Investors of record on Monday, December 22nd were given a dividend of $0.7941 per share. The ex-dividend date was Monday, December 22nd. This represents a $3.18 dividend on an annualized basis and a yield of 0.5%. This is a boost from Invesco QQQ’s previous quarterly dividend of $0.69.

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.