Cerro Pacific Wealth Advisors LLC Acquires 2,727 Shares of Invesco QQQ $QQQ

Key Points

• Cerro Pacific Wealth Advisors LLC increased its stake in Invesco QQQ by 6.2%, buying 2,727 shares to hold 46,658 shares (about 7.7% of its holdings) valued at $28,663,000 per its latest SEC filing.
• Several large institutions — including PNC, Envestnet and IMS Investment Management — raised their QQQ positions in recent quarters, and hedge funds/institutional investors now own roughly 44.58% of the ETF.
• QQQ is trading near its 12‑month high (opened at $672.88 vs a high of $676.73) amid strong inflows and growth‑stock leadership, and the ETF’s annualized dividend is $2.93 (yield ≈ 0.4%).

Cerro Pacific Wealth Advisors LLC increased its holdings in Invesco QQQ (NASDAQ:QQQ - Free Report) by 6.2% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 46,658 shares of the exchange traded fund's stock after purchasing an additional 2,727 shares during the quarter. Invesco QQQ accounts for about 7.7% of Cerro Pacific Wealth Advisors LLC's holdings, making the stock its largest holding. Cerro Pacific Wealth Advisors LLC's holdings in Invesco QQQ were worth $28,663,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of QQQ. PNC Financial Services Group Inc. grew its position in shares of Invesco QQQ by 0.3% in the third quarter. PNC Financial Services Group Inc. now owns 3,071,021 shares of the exchange traded fund's stock valued at $1,843,749,000 after purchasing an additional 8,038 shares during the period. Envestnet Asset Management Inc. raised its position in shares of Invesco QQQ by 2.2% during the 3rd quarter. Envestnet Asset Management Inc. now owns 2,986,326 shares of the exchange traded fund's stock worth $1,792,901,000 after purchasing an additional 64,025 shares during the last quarter. Analyst IMS Investment Management Services Ltd. raised its position in shares of Invesco QQQ by 68.6% during the 4th 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. US Bancorp DE lifted its stake in Invesco QQQ by 0.5% in the 3rd quarter. US Bancorp DE now owns 1,378,057 shares of the exchange traded fund's stock valued at $827,346,000 after buying an additional 7,378 shares in the last quarter. Finally, Maxi Investments CY Ltd boosted its holdings in Invesco QQQ by 8.1% in the 3rd quarter. Maxi Investments CY Ltd now owns 1,235,000 shares of the exchange traded fund's stock worth $741,457,000 after buying an additional 92,700 shares during the last quarter. Hedge funds and other institutional investors own 44.58% of the company's stock.

Invesco QQQ News Roundup

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

• Positive Sentiment: Large inflows into QQQ underpin demand for the Nasdaq‑100, signaling institutional buying that supports the ETF's price. Investors pour billions into QQQ despite Fed transition risks
• Positive Sentiment: QQQ outpaced SPY in April as strong inflows and growth-stock leadership boosted returns, a tailwind for continued rotation into the ETF. QQQ tops SPY in April gains as ETF inflows surge
• Positive Sentiment: Global AI/momentum trades (Asian chip and tech gains) reinforce demand for tech-heavy ETFs like QQQ by lifting sector sentiment. AI Trade Sends Asian Tech Shares Up 4.7% To Record
• Positive Sentiment: Analysts and investors pointing to strong earnings and continued AI capex keep conviction in tech exposure, supporting QQQ positioning. Strong Earnings And AI CapEx Keep Me Fully Invested
• Neutral Sentiment: Small premarket moves and daily updates show muted intraday volatility; nothing yet to change the longer-term trend for the ETF. Invesco QQQ Trust ETF (QQQ) Daily Update, 5/4/2026
• Neutral Sentiment: Interest in individual AI names (e.g., Tempus/TEM) highlights sector focus but may drive idiosyncratic moves rather than broad ETF flows. Can Nancy Pelosi’s Favorite AI Stock Hope to Regain Its Momentum?
• Negative Sentiment: Midday selling in U.S. equities pulled many ETFs lower, pressuring QQQ intraday as risk appetite softened. Exchange-Traded Funds Lower as US Equities Drop After Midday
• Negative Sentiment: Ongoing Fed leadership transition and debate about future policy (Powell -> Warsh) add macro uncertainty that can reduce appetite for high‑beta growth exposure like QQQ. Will Powell Have Influence When Kevin Warsh Assumes The Role As Fed Chairman?
• Negative Sentiment: Macro cautionary indicators highlighted by commentators could prompt defensive flows out of growth ETFs if risk metrics deteriorate. 8 Numbers That Should Concern Prudent Investors

Invesco QQQ Trading Down 0.2%

NASDAQ:QQQ opened at $672.88 on Tuesday. The stock has a 50 day moving average of $610.87 and a two-hundred day moving average of $614.18. Invesco QQQ has a 12 month low of $476.78 and a 12 month high of $676.73.

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 paid a $0.7328 dividend. The ex-dividend date of this dividend was Monday, March 23rd. This represents a $2.93 dividend on an annualized basis and a dividend yield of 0.4%.

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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