Shepherd Street Advisors LLC Takes Position in Invesco QQQ $QQQ

Shepherd Street Advisors LLC purchased a new stake in shares of Invesco QQQ (NASDAQ:QQQ) in the fourth quarter, according to its most recent 13F filing with the SEC. The fund purchased 745 shares of the exchange traded fund’s stock, valued at approximately $458,000.

A number of other hedge funds have also recently made changes to their positions in QQQ. SG Americas Securities LLC grew its position 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 valued at $131,292,000 after purchasing an additional 1,270,102 shares in the last quarter. Analyst IMS Investment Management Services Ltd. grew its position in shares of Invesco QQQ by 68.6% during the 4th quarter. Analyst IMS Investment Management Services Ltd. now owns 1,750,079 shares of the exchange traded fund’s stock valued at $1,075,091,000 after purchasing an additional 712,026 shares in the last quarter. Axxcess Wealth Management LLC grew its position in shares of Invesco QQQ by 1,216.9% during the 4th quarter. Axxcess Wealth Management LLC now owns 561,706 shares of the exchange traded fund’s stock valued at $345,070,000 after purchasing an additional 519,051 shares in the last quarter. Northwestern Mutual Wealth Management Co. grew its position in shares of Invesco QQQ by 11.8% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 3,547,591 shares of the exchange traded fund’s stock valued at $2,179,321,000 after purchasing an additional 375,581 shares in the last quarter. Finally, NorthRock Partners LLC grew its position in shares of Invesco QQQ by 1,355.6% during the 3rd quarter. NorthRock Partners LLC now owns 304,852 shares of the exchange traded fund’s stock valued at $183,024,000 after purchasing an additional 283,909 shares in the last quarter. 44.58% of the stock is currently owned by hedge funds and other institutional investors.

Invesco QQQ News Roundup

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

• Positive Sentiment: AI enthusiasm remains a key tailwind for the Nasdaq-100, helping support QQQ as leading tech stocks and semiconductors continue to post strong gains. Article Title
• Positive Sentiment: Market commentary suggests the broader AI trade is still attracting buyers, with sentiment around growth ETFs staying constructive despite some volatility in the tape. Article Title
• Neutral Sentiment: QQQ’s strong 12-month performance is keeping the fund in focus, and a June rebalance in the Nasdaq-100 ETF complex may slightly reshape holdings, but the near-term impact appears limited. Article Title
• Neutral Sentiment: Broader market tone remains mixed, with futures and ETFs reacting to Middle East headlines and shifting risk appetite, which may create short-term noise for QQQ but does not yet change the longer-term growth narrative. Article Title
• Negative Sentiment: Several analysts are cautioning that the AI rally could be overextended, with some arguing that speculation, high valuations, and rising yields could pressure richly valued tech-heavy funds like QQQ if sentiment cools. Article Title

Invesco QQQ Stock Performance

Invesco QQQ stock opened at $746.33 on Wednesday. The firm’s fifty day moving average price is $655.03 and its 200-day moving average price is $627.83. Invesco QQQ has a fifty-two week low of $522.66 and a fifty-two week high of $746.44.

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 given a dividend of $0.7328 per share. The ex-dividend date was Monday, March 23rd. This represents a $2.93 annualized dividend and a dividend yield of 0.4%.

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.