Addison Capital Co Increases Position in Invesco QQQ $QQQ

Key Points

• Addison Capital Co increased its position in Invesco QQQ by 51.4% in Q4, buying 1,952 shares to hold 5,750 shares valued at $3.532 million per its SEC filing.
• Other institutions also raised exposure — for example, Robertson Stephens Wealth Management now owns 41,245 shares ($25.338M) — and hedge funds/institutional investors collectively own about 44.58% of QQQ.
• QQQ is trading near its 52‑week high (opened $673.97; high $675.97) with a low dividend yield (~0.4% annualized), supported by tech/AI inflows and strong earnings but exposed to risks from rising inflation, potential Fed tightening, and semiconductor headwinds.

Addison Capital Co lifted its position in Invesco QQQ (NASDAQ:QQQ - Free Report) by 51.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 5,750 shares of the exchange traded fund's stock after purchasing an additional 1,952 shares during the period. Addison Capital Co's holdings in Invesco QQQ were worth $3,532,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Capital Investment Counsel LLC lifted its position in Invesco QQQ by 2.9% during the fourth quarter. Capital Investment Counsel LLC now owns 20,194 shares of the exchange traded fund's stock valued at $12,405,000 after purchasing an additional 564 shares during the last quarter. Manhattan West Asset Management LLC lifted its position in Invesco QQQ by 2.3% during the fourth quarter. Manhattan West Asset Management LLC now owns 3,665 shares of the exchange traded fund's stock valued at $2,251,000 after purchasing an additional 81 shares during the last quarter. Robertson Stephens Wealth Management LLC lifted its position in Invesco QQQ by 12.9% during the fourth quarter. Robertson Stephens Wealth Management LLC now owns 41,245 shares of the exchange traded fund's stock valued at $25,338,000 after purchasing an additional 4,713 shares during the last quarter. Chapman Financial Group LLC lifted its position in Invesco QQQ by 41.6% during the fourth quarter. Chapman Financial Group LLC now owns 1,458 shares of the exchange traded fund's stock valued at $896,000 after purchasing an additional 428 shares during the last quarter. Finally, Madrid Wealth Management LLC bought a new position in Invesco QQQ during the fourth quarter valued at $796,000. 44.58% of the stock is owned by hedge funds and other institutional investors.

More Invesco QQQ News

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

• Positive Sentiment: Large net inflows into tech ETFs are lifting Nasdaq-linked funds like QQQ as investors pile into AI and growth exposure. Tech ETFs Dominate
• Positive Sentiment: Broad-market ETFs and US equities are advancing intraday, providing upward momentum to major ETFs including QQQ. Exchange-Traded Funds Advance
• Positive Sentiment: Ongoing strong tech earnings (recent blowouts) have relieved bearish pressure and are supporting growth names concentrated in QQQ. Bears Run Scared After Earnings
• Positive Sentiment: Q1 GDP strength was partly driven by AI investment, a structural tailwind for the large-cap tech companies that dominate QQQ. GDP Boosted By AI Investments
• Neutral Sentiment: Technical/market-timing indicators and monthly seasonality forecasts point to mixed near-term signals — could add volatility even as direction trends favor tech. Chart Indicator Signals A Sell
• Negative Sentiment: Rising inflation readings have increased the odds of Fed tightening, which typically pressures high-growth, long-duration names concentrated in QQQ. Inflation Nears The 'Red Zone'
• Negative Sentiment: High-profile shorting activity in the semiconductor space (Michael Burry) and a pulled-back chip rally could weigh on QQQ components tied to semiconductors. Michael Burry Shorting Chips
• Negative Sentiment: Analysts flag potential weakening in 2027 AI capex plans, which could temper forward growth expectations for AI-exposed large caps in QQQ. 2027 AI Capex Concerns

Invesco QQQ Trading Up 0.9%

QQQ stock opened at $673.97 on Friday. Invesco QQQ has a 52 week low of $476.78 and a 52 week high of $675.97. The company has a fifty day simple moving average of $610.87 and a two-hundred day simple moving average of $613.98.

Invesco QQQ Cuts Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, March 27th. Stockholders of record on Monday, March 23rd were issued a $0.7328 dividend. This represents a $2.93 annualized dividend and a dividend yield of 0.4%. The ex-dividend date was Monday, March 23rd.

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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