SVB Wealth LLC Sells 1,929 Shares of Invesco QQQ $QQQ

SVB Wealth LLC lowered its stake in shares of Invesco QQQ (NASDAQ:QQQ) by 21.1% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 7,198 shares of the exchange traded fund’s stock after selling 1,929 shares during the period. SVB Wealth LLC’s holdings in Invesco QQQ were worth $4,322,000 at the end of the most recent quarter.

Several other large investors also recently made changes to their positions in QQQ. 1832 Asset Management L.P. increased its stake in shares of Invesco QQQ by 100.0% during the 2nd quarter. 1832 Asset Management L.P. now owns 2,115 shares of the exchange traded fund’s stock worth $1,167,000 after purchasing an additional 40,999,982 shares during the last quarter. Symphony Financial Ltd. Co. bought a new position in Invesco QQQ during the second quarter worth about $1,236,482,000. HRT Financial LP increased its position in Invesco QQQ by 118.3% during the second quarter. HRT Financial LP now owns 3,145,578 shares of the exchange traded fund’s stock worth $1,735,226,000 after buying an additional 1,704,600 shares during the last quarter. JPMorgan Chase & Co. raised its stake in Invesco QQQ by 42.4% in the second quarter. JPMorgan Chase & Co. now owns 4,895,265 shares of the exchange traded fund’s stock valued at $2,700,424,000 after buying an additional 1,457,109 shares during the period. Finally, Kensington Asset Management LLC lifted its position in shares of Invesco QQQ by 2,124.5% in the second quarter. Kensington Asset Management LLC now owns 366,881 shares of the exchange traded fund’s stock valued at $202,386,000 after buying an additional 350,388 shares during the last quarter. Institutional investors and hedge funds own 44.58% of the company’s stock.

Invesco QQQ Trading Up 0.8%

Shares of NASDAQ QQQ opened at $614.51 on Tuesday. Invesco QQQ has a 12 month low of $402.39 and a 12 month high of $637.01. The stock has a 50 day moving average of $619.64 and a 200-day moving average of $602.91.

Invesco QQQ Increases Dividend

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

Invesco QQQ News Summary

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

• Positive Sentiment: Analyst note arguing AI downside risks may be overstated — reduces the probability of a deep AI-driven tech selloff and supports continued interest in heavy-tech ETFs like QQQ. 10th Man Report
• Neutral Sentiment: Premarket update showed only a small premarket dip (-0.19%), suggesting limited directional conviction from overnight flows. TipRanks Daily Update
• Neutral Sentiment: ETF comparisons highlight that QQQ offers higher growth exposure than broad-market ETFs (VOO/SPY) but with higher expense and greater drawdown risk — relevant for asset-allocation flows but not an immediate catalyst. VOO vs QQQ
• Neutral Sentiment: Monthly macro/technical pieces point to mixed signals for risk assets — these shape weekly volatility expectations but do not single-handedly move QQQ. Monthly Macro Monitor
• Negative Sentiment: Valuation and cash-flow concerns flagged for QQQ constituents: Invesco literature cites ~41.5x earnings; analysts warn AI capex is pressuring free cash flow and extended GPU depreciation may overstate reported earnings — raises risk of earnings disappointments for large-cap tech names. QQQ: Bitcoin Says To Expect Volatility
• Negative Sentiment: Market-focused pieces warn of a liquidity drain and event risks that could trigger short-term volatility — a headwind for concentrated, growth-oriented ETFs like QQQ. Liquidity Drain And Event Risk
• Negative Sentiment: Parent Invesco reporting swings to a loss may weigh on confidence in the firm and raise scrutiny of fund economics, a minor reputational risk for QQQ flows. Invesco Swings To Loss

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.