Invesco QQQ $QQQ Shares Bought by Concurrent Investment Advisors LLC

Key Points

• Concurrent Investment Advisors LLC boosted its Invesco QQQ holding by 22.1% in Q4 to 189,755 shares (an additional 34,363 shares), worth about $116.6 million and representing 1.3% of the firm's portfolio as its 9th largest position.
• Lower volatility (CBOE VIX below 19), semiconductor and broad tech strength, and rising Nasdaq technical momentum are driving inflows into QQQ, but new competing Nasdaq‑100 ETF filings, geopolitical risks, and stretched technicals could pose near‑term downside risks.

Concurrent Investment Advisors LLC increased its holdings in Invesco QQQ (NASDAQ:QQQ - Free Report) by 22.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 189,755 shares of the exchange traded fund's stock after purchasing an additional 34,363 shares during the period. Invesco QQQ accounts for 1.3% of Concurrent Investment Advisors LLC's investment portfolio, making the stock its 9th biggest position. Concurrent Investment Advisors LLC's holdings in Invesco QQQ were worth $116,568,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Goodman Advisory Group LLC purchased a new stake in shares of Invesco QQQ in the third quarter valued at $25,000. Shcp LLC purchased a new stake in shares of Invesco QQQ in the third quarter valued at $27,000. Measured Wealth Private Client Group LLC purchased a new stake in shares of Invesco QQQ in the third quarter valued at $40,000. PayPay Securities Corp grew its position in Invesco QQQ by 78.9% during the third quarter. PayPay Securities Corp now owns 68 shares of the exchange traded fund's stock valued at $41,000 after acquiring an additional 30 shares during the period. Finally, Barnes Dennig Private Wealth Management LLC purchased a new stake in Invesco QQQ during the third quarter valued at about $42,000. Hedge funds and other institutional investors own 44.58% of the company's stock.

Key Stories Impacting 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 Price Performance

QQQ stock opened at $664.10 on Friday. The stock has a 50-day moving average price of $606.10 and a two-hundred day moving average price of $612.40. Invesco QQQ has a 12-month low of $462.43 and a 12-month high of $664.51.

Invesco QQQ Cuts Dividend

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

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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