5,962 Shares in Invesco QQQ $QQQ Purchased by South Shore Capital Advisors

Key Points

• South Shore Capital Advisors opened a new position of 5,962 shares in Invesco QQQ, worth about $3.66 million, which is roughly 2.7% of the firm's holdings and its ninth-largest position.
• Multiple other institutions also increased or initiated QQQ stakes (e.g., Sovran Advisors, Fifth Third Securities, Corepath), and hedge funds/institutions now own about 44.58% of the ETF.
• Near-term drivers are mixed: large AI deals and seasonal inflows support QQQ, but BlackRock’s IQQ filing, geopolitical uncertainty and unusual options activity pose competitive and volatility risks; the ETF’s dividend yield is about 0.5%.

South Shore Capital Advisors acquired a new position in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 5,962 shares of the exchange traded fund's stock, valued at approximately $3,662,000. Invesco QQQ makes up about 2.7% of South Shore Capital Advisors' holdings, making the stock its 9th largest position.

Other institutional investors have also recently added to or reduced their stakes in the company. Sovran Advisors LLC raised its holdings in shares of Invesco QQQ by 8.0% in the fourth quarter. Sovran Advisors LLC now owns 18,032 shares of the exchange traded fund's stock worth $11,212,000 after acquiring an additional 1,340 shares during the last quarter. Fifth Third Securities Inc. lifted its position in shares of Invesco QQQ by 2.6% in the third quarter. Fifth Third Securities Inc. now owns 109,863 shares of the exchange traded fund's stock valued at $65,959,000 after acquiring an additional 2,822 shares in the last quarter. SK Wealth Management LLC acquired a new stake in shares of Invesco QQQ during the third quarter valued at $803,000. Corepath Wealth Partners LLC boosted its stake in shares of Invesco QQQ by 19.7% during the fourth quarter. Corepath Wealth Partners LLC now owns 8,723 shares of the exchange traded fund's stock valued at $5,471,000 after acquiring an additional 1,436 shares during the last quarter. Finally, Great Point Wealth Advisors LLC purchased a new stake in Invesco QQQ during the 3rd quarter worth about $507,000. Hedge funds and other institutional investors own 44.58% of the company's stock.

Invesco QQQ Trading Up 0.0%

Invesco QQQ stock opened at $588.59 on Wednesday. The stock has a 50-day moving average price of $600.49 and a 200 day moving average price of $609.31. Invesco QQQ has a 52 week low of $409.79 and a 52 week high of $637.01.

Invesco QQQ Cuts Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, March 27th. Stockholders of record on Monday, March 23rd were issued a dividend of $0.7328 per share. The ex-dividend date was Monday, March 23rd. This represents a $2.93 dividend on an annualized basis and a dividend yield of 0.5%.

More Invesco QQQ News

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

• Positive Sentiment: Large AI deals lifting tech sentiment — Broadcom’s landmark AI supply agreements with Google and Anthropic boosted confidence in AI revenue growth across the semiconductor and cloud ecosystem, supporting major QQQ constituents and helping cap downside in the ETF. Broadcom Surges 6% as AI Deals With Google and Anthropic Supercharge Revenue Visibility
• Positive Sentiment: Seasonal flows could support equities — April seasonality, stronger tax refunds and reported systematic flows (roughly $20B mentioned) are cited as upside drivers for broad US equities and ETFs, which can help prop up QQQ via inflows. April Seasonality Signals 1.5% S&P 500 Gain As $20 Billion Flows Build
• Neutral Sentiment: Market positioning and volatility signals ambiguous — Analysts note “contained” volatility expectations ahead of an Iran ceasefire deadline, suggesting markets are pricing a limited immediate shock but uncertainty remains; that ambiguity tends to compress moves in QQQ short term. Barclays analysts see "contained" volatility as Iran ceasefire deadline approaches
• Neutral Sentiment: Unusual options activity suggests a big move is possible — Reports of institutional accumulation of QQQ options and “strangle” strategies indicate traders are positioning for a large swing; that raises near‑term volatility risk but doesn’t indicate direction. One Member Turned Volatility Into 536% in a Day… Here’s How We Spot the Next Market Meltdown Winner
• Negative Sentiment: Competitive threat from BlackRock’s Nasdaq‑100 ETF filing — BlackRock filed to launch an IQQ Nasdaq‑100 ETF, which could siphon flows and market share from Invesco’s QQQ over time if launched and marketed aggressively. That is a direct structural risk to QQQ’s asset dominance. BlackRock Files to Challenge Invesco’s Nasdaq 100 ETF Monopoly
• Negative Sentiment: Geopolitical tail‑risk weighing on tech — Multiple pieces warn that Iran ceasefire uncertainty and related oil/refinery dynamics increase market risk appetite volatility; tech‑heavy QQQ tends to be sensitive to risk‑off flows during such episodes. Iran Defies Tuesday's Deadline: Market Denial Won't Last
• Negative Sentiment: Near‑term sentiment swings reflected in premarket coverage — Market news services flagged QQQ trending lower in premarket trade earlier, reflecting short‑term selling pressure and caution among ETF traders. Here’s Why the Invesco QQQ Trust ETF (QQQ) Is Trending Lower Today, 4-7-2026

About Invesco QQQ

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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