QQQ: Major Investors Shift Positions! What You Need to Know NOW!

By: Marcelo Colombo Published On: 02/09/2025

Finance Finance Finance Finance Finance

Institutional Investors Rejigger Invesco QQQ Holdings: A Deep Dive

Several institutional investors have adjusted their positions in Invesco QQQ (NASDAQ:QQQ), an exchange-traded fund (ETF) tracking the Nasdaq-100 index. These moves, disclosed in recent SEC filings, provide insights into institutional sentiment toward the tech-heavy fund.

Capital Investment Counsel LLC Reduces Stake

Capital Investment Counsel LLC decreased its holdings in Invesco QQQ by 2.6% during the first quarter, according to their most recent disclosure. The firm now owns 19,757 shares, valued at $9,264,000, after selling 518 shares. This represents 1.5% of their total portfolio.

Centric Wealth Management Trims Holdings

Centric Wealth Management also reduced its stake, cutting its position by 8.0% in the first quarter. They now hold 7,588 shares worth approximately $3.56 million. Invesco QQQ comprises about 0.9% of Centric Wealth Management's portfolio, making it their 28th largest investment.

Sassicaia Capital Advisers LLC Significantly Cuts Position

Sassicaia Capital Advisers LLC took a more drastic approach, reducing their holdings in Invesco QQQ by 68.6% during the first quarter. They now hold 1,757 shares valued at $824,000. Despite the reduction, Invesco QQQ still accounts for approximately 3.0% of their portfolio, remaining their 10th largest position.

Other Notable Investor Activity

Wilkins Miller Wealth Management LLC established a new position in Invesco QQQ worth $1,018,000.
Sentinus LLC increased its stake by 17.6%, now owning 6,468 shares worth $3,307,000.
Sendero Wealth Management LLC initiated a new stake worth $273,000.
Cary Street Partners Financial LLC also purchased a new stake.
Goldman Sachs Group Inc. significantly increased its holdings by 959.6%.

QQQ Market Performance

Invesco QQQ has experienced a volatile year, trading between a fifty-two week low of $402.39 and a high of $583.32. The recent opening price was $570.40, indicating strong market performance. The recent quarterly dividend announced for Invesco QQQ was $0.5911 per share, representing an annualized dividend of $2.36 with a yield of 0.4%.

These shifts in institutional investment highlight the dynamic nature of the market and the ongoing reassessment of investment strategies. Investors should closely monitor these trends to make informed decisions.