9823 Capital L.P. Invests $8.91 Million in Invesco QQQ $QQQ

Key Points

• 9823 Capital L.P. opened a new position in Invesco QQQ during the fourth quarter, buying 14,500 shares worth about $8.91 million. The ETF now represents roughly 6.1% of the firm’s holdings and is its third-largest position.
• Other large institutions also increased their QQQ stakes, including Bank of America, Northwestern Mutual, and several pension and investment managers. Overall, 44.58% of QQQ is held by institutional investors and hedge funds.
• QQQ traded at $722.51 and recently paid a quarterly dividend of $0.7328 per share, equal to an annualized yield of about 0.4%. The fund tracks the Nasdaq-100, so sentiment remains tied to tech growth, interest-rate expectations, and broader market conditions.

9823 Capital L.P. acquired a new position in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 14,500 shares of the exchange traded fund's stock, valued at approximately $8,907,000. Invesco QQQ accounts for about 6.1% of 9823 Capital L.P.'s holdings, making the stock its 3rd largest holding.

Several other institutional investors and hedge funds also recently modified their holdings of the company. Bank of America Corp DE boosted its position in shares of Invesco QQQ by 381.0% during the fourth quarter. Bank of America Corp DE now owns 19,547,552 shares of the exchange traded fund's stock worth $12,008,257,000 after buying an additional 26,505,055 shares during the period. Northwestern Mutual Wealth Management Co. boosted its holdings in Invesco QQQ by 11.8% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 3,547,591 shares of the exchange traded fund's stock worth $2,179,321,000 after purchasing an additional 375,581 shares during the last quarter. Healthcare of Ontario Pension Plan Trust Fund boosted its holdings in Invesco QQQ by 21.4% during the fourth quarter. Healthcare of Ontario Pension Plan Trust Fund now owns 3,025,000 shares of the exchange traded fund's stock worth $1,858,288,000 after purchasing an additional 534,000 shares during the last quarter. Analyst IMS Investment Management Services Ltd. boosted its holdings in Invesco QQQ by 68.6% during the fourth quarter. Analyst IMS Investment Management Services Ltd. now owns 1,750,079 shares of the exchange traded fund's stock worth $1,075,091,000 after purchasing an additional 712,026 shares during the last quarter. Finally, Bank of Montreal Can boosted its holdings in Invesco QQQ by 142.4% during the fourth quarter. Bank of Montreal Can now owns 1,431,050 shares of the exchange traded fund's stock worth $877,406,000 after purchasing an additional 840,803 shares during the last quarter. 44.58% of the stock is owned by institutional investors and hedge funds.

Invesco QQQ News Summary

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

• Positive Sentiment: Broad market sentiment was helped by continued interest in growth and tech exposure, including articles noting QQQ as a popular way to access the Nasdaq-100 and its mega-cap tech holdings. VOO vs. QQQ — Which Strong Buy-Rated ETF Should You Choose Now?
• Positive Sentiment: SpaceX’s strong Nasdaq debut also kept investor attention on high-growth, innovation-led names, which can support sentiment toward Nasdaq-heavy funds like QQQ. Stock Market Today: Dow Waffles Ahead Of Fed Decision, Warsh Remarks; SpaceX Rally Continues (Live Coverage)
• Neutral Sentiment: Several pieces framed QQQ as a benchmark for tech investing versus lower-fee or more specialized ETFs, but these were mostly educational comparisons rather than direct catalysts. Forget QQQ. The Pure Tech Fund Charges a Quarter of the Fee and Has Gained 33% in 2026
• Neutral Sentiment: Midday market coverage showed broad ETFs mixed, suggesting a lack of strong directional conviction in the overall market backdrop. Exchange-Traded Funds, US Equities Mixed After Midday
• Negative Sentiment: Fed-related coverage is adding caution, with investors focused on Kevin Warsh’s first FOMC meeting and the risk of a more hawkish stance on rates, which can pressure growth stocks and Nasdaq-heavy ETFs. Fed Chair Warsh in the Spotlight: Will He Advocate Rate Cuts?
• Negative Sentiment: Another Fed-focused article noted the central bank’s statement was unusually terse and lacked forward guidance, increasing uncertainty around the rate path and weighing on risk assets. New Era for the Fed: Kevin Warsh at the FOMC
• Negative Sentiment: Some commentary argued valuations are stretched for Nasdaq and tech exposure, including claims that alternative funds may offer cheaper or stronger returns than QQQ, which can dampen sentiment. QTUM vs. QQQ: Does the Quantum-Computing ETF Beat Just Buying the Nasdaq-100?

Invesco QQQ Stock Performance

Shares of QQQ opened at $722.51 on Thursday. Invesco QQQ has a 12 month low of $523.65 and a 12 month high of $748.65. The firm has a fifty day simple moving average of $689.67 and a 200 day simple moving average of $637.91.

Invesco QQQ Cuts Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, March 27th. Investors 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 annualized dividend and a yield of 0.4%.

Invesco QQQ 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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