D.A. Davidson & CO. Boosts Stake in Invesco QQQ $QQQ

Key Points

• D.A. Davidson & CO. increased its Invesco QQQ position by 1.0% in Q4 to 184,078 shares (an additional 1,901 shares), valued at about $113.08 million at period end.
• Other institutions also added to QQQ, most notably IMS Investment Management Services Ltd. which raised its stake 68.6% to 1,750,079 shares (adding 712,026 shares), and roughly 44.58% of QQQ is owned by hedge funds and other institutional investors.
• QQQ is trading near its 52‑week high (~$664) with 50‑ and 200‑day SMAs near $606 and $612, and it recently paid a quarterly dividend of $0.7328 (annualized $2.93, ~0.4% yield).

D.A. Davidson & CO. lifted its stake in Invesco QQQ (NASDAQ:QQQ - Free Report) by 1.0% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 184,078 shares of the exchange traded fund's stock after purchasing an additional 1,901 shares during the period. D.A. Davidson & CO.'s holdings in Invesco QQQ were worth $113,081,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of the stock. PNC Financial Services Group Inc. increased its stake in shares of Invesco QQQ by 0.3% in the 3rd quarter. PNC Financial Services Group Inc. now owns 3,071,021 shares of the exchange traded fund's stock worth $1,843,749,000 after purchasing an additional 8,038 shares in the last quarter. Envestnet Asset Management Inc. increased its stake in shares of Invesco QQQ by 2.2% in 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 in the last quarter. Analyst IMS Investment Management Services Ltd. increased its stake in Invesco QQQ by 68.6% in 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 buying an additional 712,026 shares in the last quarter. US Bancorp DE increased 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 worth $827,346,000 after buying an additional 7,378 shares in the last quarter. Finally, Maxi Investments CY Ltd increased its stake 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 in the last quarter. 44.58% of the stock is currently owned by hedge funds and other institutional investors.

Invesco QQQ Trading Up 0.0%

Shares of QQQ stock opened at $664.10 on Monday. Invesco QQQ has a 52-week low of $462.43 and a 52-week high of $664.51. The stock has a fifty day simple moving average of $606.10 and a two-hundred day simple moving average of $612.41.

Invesco QQQ Cuts Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, March 27th. Shareholders of record on Monday, March 23rd were paid a $0.7328 dividend. This represents a $2.93 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date was Monday, March 23rd.

Trending Headlines about Invesco QQQ

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

• Positive Sentiment: Lower market volatility is encouraging risk-on flows into tech — the CBOE VIX has dipped below the psychologically important 19 level, reducing hedging demand and helping Nasdaq‑linked ETFs like QQQ. The VIX Dips Below 19. Here’s What That Means for Your Portfolio.
• Positive Sentiment: Analysts/news flow point to specific sector drivers — stronger semiconductor sentiment (Intel’s outlook) and broad tech strength are cited as reasons QQQ rose in pre‑market trading. That lift in key Nasdaq components is supporting the ETF. Why Is the Invesco QQQ Trust ETF (QQQ) Rising Today 4-24-2026?
• Positive Sentiment: Technical momentum across the Nasdaq‑100 is building — commentators highlight a Nasdaq comeback and recent record/highs, which can attract ETF inflows into QQQ. A Nasdaq Comeback
• Neutral Sentiment: Two firms filed to launch new Nasdaq‑100 ETFs — potential long‑term competition for asset flows into QQQ but immediate impact is uncertain. Monitor fee and tracking‑error details. Investors Will Soon Have Two New Alternatives to Invesco QQQ
• Neutral Sentiment: Reported short interest data is anomalous (shows zero), so it offers no clear signal about potential squeezes or bearish pressure. Monitor for corrected filings. (internal short‑interest entry)
• Neutral Sentiment: Mixed futures and newsflow (global geopolitics, oil) are creating headline risk; markets are hesitant to push higher into the weekend. Dow futures tumble 130 points: 5 things to know before market opens
• Negative Sentiment: Geopolitical risks (U.S.‑Iran tensions) and higher oil could re‑ignite volatility and weigh on tech growth expectations, a downside risk for QQQ. Markets Are Stuck In The Waiting For U.S.-Iran Talks
• Negative Sentiment: Some technical analysts warn QQQ faces an “either/or” setup — either a strong breakout or a stretched, bubble‑like pullback from record levels; this elevates short‑term risk. The QQQ Chart Hints at 2 Extremes: Either a Dot-Com Bubble Burst or a Technical Breakout Ahead

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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