Goelzer Investment Management Inc. has reduced its holdings in Invesco QQQ (NASDAQ: QQQ) by a significant 28.5% during the third quarter of 2025. According to HoldingsChannel, the institutional investor now owns 2,786 shares of the exchange-traded fund after selling 1,112 shares throughout the quarter. The current value of Goelzer’s investment in Invesco QQQ stands at approximately $1.67 million as of the end of September.
Other institutional investors have also been active in the Invesco QQQ space. For instance, Morgan Dempsey Capital Management LLC acquired a new position in the fund during the second quarter, valued at around $30,000. Meanwhile, Navigoe LLC increased its stake by an impressive 300% in the same quarter, bringing its total to 60 shares valued at $36,000 after acquiring an additional 45 shares. Additionally, Marshall & Sullivan Inc. made a new investment in QQQ during the second quarter, with a value of $41,000. Moser Wealth Advisors LLC also ramped up its holdings by 930%, now owning 103 shares worth $57,000 after buying 93 more shares in the last quarter. Ransom Advisory Ltd. entered the market with a new position valued at $70,000 in the first quarter.
As of now, hedge funds and other institutional investors collectively own approximately 44.58% of Invesco QQQ’s stock.
Recent Developments Affecting Invesco QQQ
Several recent developments have impacted Invesco QQQ, contributing to a positive sentiment among investors. Shareholders recently approved the conversion of QQQ into an open-ended exchange-traded fund (ETF), prompting Invesco to reduce the expense ratio by about 10%. This change lowers ongoing costs for investors and enhances QQQ’s competitiveness in the market.
The modernization of QQQ, which was also greenlit by shareholders, allows for greater operational flexibility and aligns the fund with a more standard ETF structure. This shift is expected to attract interest from both large institutional and retail investors over time.
Furthermore, market analysts noted that softer-than-expected inflation figures in November have buoyed growth stocks and ETFs linked to the Nasdaq-100, thereby increasing expectations for potential Federal Reserve rate cuts in the coming year. Such macroeconomic factors have served as a driving force behind the recent uptick in QQQ’s performance.
Despite these positive indicators, analysts have cautioned investors to pay attention to technical signals. QQQ remains above its 50-day and 200-day moving averages and is close to its 52-week high. While this indicates positive momentum, it raises questions about the potential for further gains without additional catalysts. A recent bearish chart signal on the Nasdaq-100 has prompted traders to monitor support levels and trading volume closely for potential consolidation risks.
Dividend Announcement and Investor Outlook
Invesco QQQ is also set to distribute a quarterly dividend of $0.7941 per share on December 31, 2025. Shareholders of record as of December 22, 2025, will be eligible for this dividend, which marks an increase from the previous quarterly dividend of $0.69. This change represents an annualized dividend of $3.18 and a yield of 0.5%.
The ongoing adjustments at Invesco QQQ, combined with favorable market conditions, position the fund favorably for future growth. Investors are encouraged to stay informed on the latest developments and consider the potential implications for their portfolios.
For those interested in tracking hedge fund activity regarding Invesco QQQ, HoldingsChannel provides up-to-date information on 13F filings and insider trades related to the ETF.
