Invesco QQQ $QQQ is Pachira Investments Inc.'s Largest Position

Key Points

• Pachira Investments Inc. boosted its stake in Invesco QQQ by 26.1% to 25,075 shares, making QQQ its largest holding at roughly 7.5% of its portfolio, valued at about $15.4 million.
• Several institutions also materially increased QQQ positions (SG Americas +120.2%, IMS +68.6%, NorthRock +1,355.6%, BXM +1,744.9%), and hedge funds/institutions now own about 44.58% of the ETF.
• QQQ was up 0.9% (opened at $673.97) and paid a quarterly dividend of $0.7328 ($2.93 annual, ~0.4% yield); the fund is benefiting from tech/AI inflows but faces risks from rising inflation/Fed tightening and semiconductor shorting activity.

Pachira Investments Inc. lifted its holdings in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) by 26.1% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 25,075 shares of the exchange traded fund's stock after purchasing an additional 5,195 shares during the period. Invesco QQQ comprises approximately 7.5% of Pachira Investments Inc.'s holdings, making the stock its biggest holding. Pachira Investments Inc.'s holdings in Invesco QQQ were worth $15,404,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of QQQ. SG Americas Securities LLC increased its stake in shares of Invesco QQQ by 120.2% during the 4th quarter. SG Americas Securities LLC now owns 213,722 shares of the exchange traded fund's stock worth $131,292,000 after purchasing an additional 1,270,102 shares in the last quarter. Analyst IMS Investment Management Services Ltd. grew 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 acquiring an additional 712,026 shares during the period. Japan Science & Technology Agency purchased a new stake in Invesco QQQ in the 3rd quarter worth approximately $179,311,000. NorthRock Partners LLC grew its stake in Invesco QQQ by 1,355.6% in the 3rd quarter. NorthRock Partners LLC now owns 304,852 shares of the exchange traded fund's stock worth $183,024,000 after acquiring an additional 283,909 shares during the period. Finally, BXM Wealth LLC grew its stake in Invesco QQQ by 1,744.9% in the 4th quarter. BXM Wealth LLC now owns 219,962 shares of the exchange traded fund's stock worth $135,125,000 after acquiring an additional 208,039 shares during the period. 44.58% of the stock is 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: 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 Stock Up 0.9%

QQQ stock opened at $673.97 on Friday. Invesco QQQ has a one year low of $476.78 and a one year high of $675.97. The company has a 50 day moving average price of $610.87 and a two-hundred day moving average price of $614.06.

Invesco QQQ Cuts Dividend

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

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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