NWI Management LP Reduces Position in Invesco QQQ $QQQ

NWI Management LP reduced its position in shares of Invesco QQQ (NASDAQ:QQQ) by 6.2% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 614,700 shares of the exchange traded fund’s stock after selling 40,500 shares during the quarter. Invesco QQQ comprises about 20.2% of NWI Management LP’s portfolio, making the stock its biggest position. NWI Management LP’s holdings in Invesco QQQ were worth $354,793,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. University of Texas Texas AM Investment Management Co. bought a new position in shares of Invesco QQQ during the 4th quarter worth $25,000. Shcp LLC purchased a new position in shares of Invesco QQQ during the third quarter valued at $27,000. Annis Gardner Whiting Capital Advisors LLC raised its holdings in shares of Invesco QQQ by 2,150.0% in the fourth quarter. Annis Gardner Whiting Capital Advisors LLC now owns 45 shares of the exchange traded fund’s stock valued at $28,000 after acquiring an additional 43 shares in the last quarter. Parvin Asset Management LLC bought a new stake in shares of Invesco QQQ in the first quarter valued at about $28,000. Finally, Rachor Investment Advisory Services LLC purchased a new stake in Invesco QQQ in the fourth quarter worth about $29,000. 44.58% of the stock is owned by institutional investors.

Key Headlines Impacting Invesco QQQ

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

• Positive Sentiment: QQQ tracking the Nasdaq-100 rebounded sharply after its recent losing streak, reflecting renewed buying in large-cap technology stocks. QQQ ETF tracking Nasdaq-100 bounces sharply
• Positive Sentiment: Microsoft reported better-than-expected results, including strong Azure cloud and Copilot growth, reinforcing investor confidence in AI infrastructure spending and supporting QQQ’s technology-heavy holdings. Microsoft’s Earnings Beat: A Ripple Effect Across ETF Landscape
• Positive Sentiment: Optimism among individual investors improved, while resilient consumer spending and underlying economic growth provided support for risk assets despite a weak headline GDP reading. AAII Sentiment Survey: Optimism Bounces Back
• Neutral Sentiment: The Federal Reserve held interest rates steady, but three dissents and uncertainty around future policy left investors focused on whether rate cuts can occur while inflation remains elevated. Fed Holds Rates Steady As 3 FOMC Members Dissent
• Negative Sentiment: Core PCE inflation remained high at 3.3% in June, potentially limiting the Fed’s ability to ease policy and keeping pressure on long-duration growth stocks such as those held by QQQ. PCE Data for June
• Negative Sentiment: Analysts questioned whether enthusiasm for AI-related stocks is fading, while a recent correction in the Nasdaq-100 and weakness in Asian technology markets highlighted valuation and concentration risks. AI Narrative Fading
• Negative Sentiment: Tariff uncertainty, the Iran conflict and rising Treasury yields add macroeconomic risks that could weigh on QQQ’s high-growth holdings. SCOTUS Tariff Ruling And Iran War

Invesco QQQ Trading Up 0.6%

Shares of Invesco QQQ stock opened at $687.99 on Friday. Invesco QQQ has a 1 year low of $551.68 and a 1 year high of $748.65. The firm’s 50-day moving average is $715.63 and its two-hundred day moving average is $657.90.

Invesco QQQ Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, July 10th. Stockholders of record on Monday, June 22nd were issued a $0.8135 dividend. The ex-dividend date was Monday, June 22nd. This represents a $3.25 annualized dividend and a dividend yield of 0.5%. This is an increase from Invesco QQQ’s previous quarterly dividend of $0.73.

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.