MAI Capital Management Boosts Stake in Invesco QQQ $QQQ

MAI Capital Management lifted its holdings in Invesco QQQ (NASDAQ:QQQ) by 5.3% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 363,800 shares of the exchange traded fund’s stock after purchasing an additional 18,351 shares during the period. Invesco QQQ comprises approximately 1.4% of MAI Capital Management’s holdings, making the stock its 10th biggest position. MAI Capital Management owned approximately 0.06% of Invesco QQQ worth $218,415,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in QQQ. Navigoe LLC grew its position in shares of Invesco QQQ by 300.0% during the 3rd quarter. Navigoe LLC now owns 60 shares of the exchange traded fund’s stock valued at $36,000 after acquiring an additional 45 shares during the period. PayPay Securities Corp lifted its position in shares of Invesco QQQ by 78.9% during the 3rd quarter. PayPay Securities Corp now owns 68 shares of the exchange traded fund’s stock valued at $41,000 after buying an additional 30 shares in the last quarter. Barnes Dennig Private Wealth Management LLC bought a new position in shares of Invesco QQQ during the 3rd quarter valued at approximately $42,000. Canoe Financial LP bought a new position in shares of Invesco QQQ during the 3rd quarter valued at approximately $64,000. Finally, Gleason Group Inc. increased its holdings in Invesco QQQ by 61.1% in the 3rd quarter. Gleason Group Inc. now owns 116 shares of the exchange traded fund’s stock worth $69,000 after acquiring an additional 44 shares in the last quarter. 44.58% of the stock is currently owned by institutional investors.

Invesco QQQ Trading Up 1.1%

QQQ opened at $607.82 on Wednesday. The company has a 50 day simple moving average of $616.14 and a two-hundred day simple moving average of $605.96. Invesco QQQ has a 1-year low of $402.39 and a 1-year high of $637.01.

Invesco QQQ Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, December 31st. Shareholders of record on Monday, December 22nd were paid a $0.7941 dividend. This represents a $3.18 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date was Monday, December 22nd. This is a boost from Invesco QQQ’s previous quarterly dividend of $0.69.

Key Stories Impacting Invesco QQQ

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

• Positive Sentiment: Hedge funds and large managers are piling into broad market ETFs, with reports highlighting heavy accumulation in IVV, SPY and QQQ — a direct flow tailwind for QQQ demand. Hedge funds’ Mag 7, Eli Lilly buying spree sparks massive ETF accumulation in IVV, SPY, QQQ
• Positive Sentiment: Daily ETF flow data shows QQQ near the top of inflows recently, supporting upward pressure on the ETF from allocation and rebalancing flows. Daily ETF Flows: QQQ Takes No.1 Spot
• Positive Sentiment: Reports that tech insiders are buying the dip add conviction to the narrative that large-cap tech (QQQ’s core holdings) remains attractive to informed buyers, supporting price resilience. Tech Insiders Buy The Dip Even As The Market Panics
• Neutral Sentiment: Macroeconomic reads are mixed — Q4 GDP and other data show some slowing but hints of an early‑Q1 rebound; this ambiguity can keep flows rotating without a clear risk‑on/risk‑off domination. U.S. Growth Slows In Q4, But Early Q1 Data Signals A Rebound
• Neutral Sentiment: Small secondary ETF transactions (e.g., USAdvisors selling $3.8M of a fixed-income ETF) are unlikely to move QQQ materially but reflect ongoing reallocations across asset classes. USAdvisors Sells $3.8 Million of First Trust Smith Opportunistic Fixed Income ETF
• Negative Sentiment: Tariff policy developments and a recent Supreme Court decision have increased policy uncertainty — analysts flag higher near‑term volatility for U.S. indexes, a headwind for risk‑sensitive QQQ flows. S&P 500: Supreme Court Ruling On Tariffs Increases Market Volatility
• Negative Sentiment: Technical warnings: commentary notes conditions consistent with prior Nasdaq‑100 episodes that preceded >20% pullbacks, raising the risk of deeper corrections in QQQ if breadth deteriorates further. Are the Signs Pointing to Another Nasdaq-100 Correction?
• Negative Sentiment: Rising U.S. debt-to-GDP (reported at ~122% in Q4) and fiscal concerns add to longer‑term macro risk that can weigh on equities broadly, adding a structural caution for ETFs like QQQ. U.S. Treasury Debt-To-GDP Ratio Rises To 122% In Q4, Highest Since Covid Spike

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.