Cambria Investment Management L.P. Makes New Investment in Invesco QQQ $QQQ

Key Points

• Cambria Investment Management bought a new stake in Invesco QQQ, acquiring 3,745 shares in the third quarter valued at about $2,248,000.
• Invesco QQQ increased its quarterly dividend to $0.7941 (annualized $3.18), up from $0.69, implying a ~0.5% yield (ex-dividend date Dec. 22, paid Dec. 31).
• Demand for QQQ is being driven by enthusiasm for AI and broader "risk-on" flows, but geopolitical tensions (U.S.–Iran) and potential oil-price shocks are cited as downside risks that could trigger rotation away from growth-focused ETFs.

Cambria Investment Management L.P. bought a new stake in Invesco QQQ (NASDAQ:QQQ - Free Report) during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 3,745 shares of the exchange traded fund's stock, valued at approximately $2,248,000.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Orgel Wealth Management LLC grew its holdings in Invesco QQQ by 4.7% during the third quarter. Orgel Wealth Management LLC now owns 382 shares of the exchange traded fund's stock valued at $229,000 after purchasing an additional 17 shares during the period. Enclave Advisors LLC lifted its position in shares of Invesco QQQ by 0.9% during the 3rd quarter. Enclave Advisors LLC now owns 1,831 shares of the exchange traded fund's stock valued at $1,099,000 after buying an additional 17 shares during the last quarter. IFS Advisors LLC grew its stake in shares of Invesco QQQ by 4.1% during the 3rd quarter. IFS Advisors LLC now owns 431 shares of the exchange traded fund's stock worth $259,000 after acquiring an additional 17 shares during the period. Mezzasalma Advisors LLC increased its holdings in Invesco QQQ by 0.5% in the 3rd quarter. Mezzasalma Advisors LLC now owns 3,312 shares of the exchange traded fund's stock worth $1,988,000 after acquiring an additional 17 shares during the last quarter. Finally, TCV Trust & Wealth Management Inc. increased its holdings in Invesco QQQ by 1.4% in the 3rd quarter. TCV Trust & Wealth Management Inc. now owns 1,246 shares of the exchange traded fund's stock worth $748,000 after acquiring an additional 17 shares during the last quarter. 44.58% of the stock is owned by institutional investors.

Invesco QQQ News Summary

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

• Positive Sentiment: Persistent enthusiasm for AI and defense-tech exposure is boosting demand for Nasdaq-heavy ETFs like QQQ; analysts arguing an "AI defense supercycle" point to durable secular growth for large-cap tech. The AI Defense Supercycle Has Already Begun
• Positive Sentiment: Macro and market-strength commentary (bull-mode thesis, "fearless markets") is supporting risk-on flows into ETFs that track major tech indexes, helping lift QQQ. Dow Jones And U.S. Index Outlook - Fearless Markets Are Exploding Higher
• Neutral Sentiment: ETF comparisons and product spotlights keep QQQ in investor conversations; relative analyses vs. VOO may drive allocation shifts but are not decisively one-way. VOO vs. QQQ: Which ETF Has Better Growth Potential in 2026?
• Neutral Sentiment: Invesco's own sponsor/marketing visibility (interviews and product commentary) keeps QQQ top-of-mind for passive and factor-based flows. Invesco QQQ Sponsor Spotlight
• Negative Sentiment: Escalating U.S.–Iran conflict coverage raises geopolitical risk and oil-price shock fears; articles warning of a wider phase or supply disruption can drive defensive flows away from growth ETFs like QQQ. The US-Iran War: Phase Two (Where The Pain Starts)
• Negative Sentiment: Supply-route and oil-surge scenarios (analysts warning oil could spike dramatically) pose a macro risk to growth stocks and could trigger rotation out of QQQ if fears intensify. 2 Lines Are Being Crossed In Iran: Why Oil Could Hit $200+ A Barrel
• Negative Sentiment: Broader market sell-signal and risk-off pieces remind investors that momentum can reverse quickly, adding volatility risk for concentrated-tech ETFs. 5 Market Sell Signals

Invesco QQQ Stock Up 1.5%

NASDAQ QQQ opened at $610.75 on Thursday. Invesco QQQ has a 52 week low of $402.39 and a 52 week high of $637.01. The firm's 50-day simple moving average is $615.39 and its two-hundred day simple moving average is $607.06.

Invesco QQQ Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, December 31st. Investors of record on Monday, December 22nd were paid a dividend of $0.7941 per share. This represents a $3.18 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date was Monday, December 22nd. This is an increase 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.

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