Chicago Partners Investment Group LLC Grows Stock Position in Invesco QQQ $QQQ

Key Points

• Chicago Partners Investment Group LLC increased its stake in Invesco QQQ by 6.2% to 40,012 shares, valued at about $24.916 million at the end of the quarter.
• Multiple institutions also boosted positions—e.g., IMS Investment Management (+68.6% to 1,750,079 shares) and SG Americas (+120.2% to 213,722 shares)—with hedge funds and institutions owning about 44.58% of QQQ.
• Market backdrop: QQQ is trading near its 52‑week high (opened at $651.42; high $656.92) and yields 0.4%, supported by Nasdaq momentum and ETF inflows but facing risks from geopolitical volatility, potential Fed tightening, and stretched tech valuations.

Chicago Partners Investment Group LLC raised its holdings in Invesco QQQ (NASDAQ:QQQ - Free Report) by 6.2% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 40,012 shares of the exchange traded fund's stock after buying an additional 2,322 shares during the quarter. Chicago Partners Investment Group LLC's holdings in Invesco QQQ were worth $24,916,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in QQQ. SG Americas Securities LLC raised its stake in Invesco QQQ by 120.2% in the fourth quarter. SG Americas Securities LLC now owns 213,722 shares of the exchange traded fund's stock valued at $131,292,000 after buying an additional 1,270,102 shares during the last quarter. Analyst IMS Investment Management Services Ltd. raised its stake in Invesco QQQ by 68.6% in the fourth quarter. Analyst IMS Investment Management Services Ltd. now owns 1,750,079 shares of the exchange traded fund's stock valued at $1,075,091,000 after buying an additional 712,026 shares during the last quarter. Japan Science & Technology Agency purchased a new stake in Invesco QQQ in the third quarter valued at about $179,311,000. NorthRock Partners LLC raised its stake in Invesco QQQ by 1,355.6% in the third quarter. NorthRock Partners LLC now owns 304,852 shares of the exchange traded fund's stock valued at $183,024,000 after buying an additional 283,909 shares during the last quarter. Finally, BXM Wealth LLC increased its holdings in shares of Invesco QQQ by 1,744.9% in the fourth quarter. BXM Wealth LLC now owns 219,962 shares of the exchange traded fund's stock valued at $135,125,000 after purchasing an additional 208,039 shares during the period. 44.58% of the stock is currently owned by hedge funds and other institutional investors.

Invesco QQQ News Summary

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

• Positive Sentiment: Nasdaq momentum: The Nasdaq-100 recently cleared its prior highs and posted an extended streak of positive sessions, supporting QQQ’s tech-heavy gains by signaling renewed market leadership. A Nasdaq Comeback
• Positive Sentiment: Broad ETF inflows: Reports show exchange-traded funds rising with broad US equity advances, which tends to lift QQQ via passive flows into Nasdaq-100 exposure. Exchange-Traded Funds Rise as US Equities Advance
• Neutral Sentiment: Retail/investor mood: AAII survey shows optimism surging—supportive for momentum but can also precede short-term pullbacks if expectations get stretched. AAII Sentiment Survey: Optimism Roars
• Neutral Sentiment: Driver roundup: ETF commentary and market notes on April 22 summarize tech/AI optimism, earnings catalysts (notably Tesla), and flow dynamics that can swing QQQ intraday but don’t guarantee direction. What’s Driving the Invesco QQQ Trust ETF (QQQ) Higher Today 4/22/2026?
• Negative Sentiment: Geopolitical volatility: Iran-related tensions pushed the VIX higher and injected risk-off pressure—this raised volatility and weighed on growth/tech names that dominate QQQ. VIX Creeps Toward 20 as Iran Fears and Tesla's Whipsaw Rattle Nerves
• Negative Sentiment: Fed tightening risk: Commentary warning that inflation may remain persistent and that the Fed could resume hikes increases growth-stock sensitivity—headwinds for QQQ’s valuation-heavy roster. The Fed Preview - Brace For Hikes, Inflation Is Likely Persistent
• Negative Sentiment: Bubble/valuation caution: Technical pieces warn QQQ faces two extremes—either a breakout or a dot‑com-style unwind—adding caution for investors worried about stretched tech multiples. The QQQ Chart Hints at 2 Extremes: Either a Dot-Com Bubble Burst or a Technical Breakout Ahead

Invesco QQQ Price Performance

Shares of QQQ stock opened at $651.42 on Friday. The stock's 50-day simple moving average is $604.85 and its 200-day simple moving average is $611.96. Invesco QQQ has a fifty-two week low of $455.83 and a fifty-two week high of $656.92.

Invesco QQQ Cuts Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, March 27th. Stockholders of record on Monday, March 23rd were issued 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 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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