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Hedge Funds Buy Mag 7, Eli Lilly — IVV, SPY, QQQ See Heavy Q4 Accumulation - iShares Core S&P 500 ETF (ARCA:IVV), Invesco QQQ Trust, Series 1 (NASDAQ:QQQ), State Street SPDR S&P 500 ETF Trust (ARCA:SP
Benzinga· 2026-02-23 16:51
Hedge funds accumulated large amounts of some of the largest U.S. equity ETFs in the fourth quarter of 2025, with the data reflecting their affinity for mega-cap tech and growth stocks.IVV led the list with a total of $41.5 billion in hedge fund allocations. BlackRock led the allocations with $6.3 billion, followed by Schonfeld Strategic Advisors with $5.4 billion and Millennium Management with $4.7 billion.SPY received $18.8 billion in allocations, with Jane Street Group contributing $5.5 billion. Capula M ...
Invesco QQQ or iShares Russell 2000 Growth ETF: Which is the Better Buy?
Yahoo Finance· 2026-02-12 22:09
Core Viewpoint - The Invesco QQQ Trust (QQQ) and iShares Russell 2000 Growth ETF (IWO) serve different investment strategies, with QQQ focusing on large-cap tech and IWO on small-cap growth stocks, highlighting differences in market cap exposure, sector mix, and historical risk [1] Cost & Size - QQQ has an expense ratio of 0.18%, while IWO charges 0.24%, making IWO slightly more expensive [2][3] - As of February 4, 2026, QQQ has a one-year return of 15.5% compared to IWO's 11.6% [2] - Both funds offer a dividend yield of 0.5% and have similar beta values, with QQQ at 1.15 and IWO at 1.14 [2] Performance & Risk Comparison - Over the past five years, QQQ experienced a maximum drawdown of -35.12%, while IWO had a higher drawdown of -42.02% [4] - An investment of $1,000 in QQQ would have grown to $1,828 over five years, whereas the same investment in IWO would have grown to $1,016 [4] Portfolio Composition - IWO tracks over 1,000 small-cap growth stocks, with significant sector weights in industrials (25%), healthcare (23%), and technology (20%) [5] - The top holdings in IWO include Bloom Energy Class A Corp, Fabrinet, and Credo Technology Group, indicating broad diversification [5] - QQQ is heavily concentrated in large-cap technology, with over half of its assets in this sector, including major positions in NVIDIA, Apple, and Microsoft [6] Investment Implications - Both QQQ and IWO represent distinct segments of the growth stock market, suggesting that they may both be valuable additions to a diversified portfolio [7] - QQQ, with approximately $412 billion in assets under management, is one of the largest ETFs and has shown strong performance with average annualized returns of 12% and 20% over the past five and ten years, respectively [8]
QQQ vs. VOO: Which Powerhouse ETF Is the Better Buy for Investors Right Now?
Yahoo Finance· 2026-02-07 20:20
Core Insights - The Vanguard S&P 500 ETF (VOO) and Invesco QQQ Trust (QQQ) are both large-cap U.S. equity ETFs but differ in their investment focus and strategies [1] Cost & Size - VOO has a lower expense ratio of 0.03% compared to QQQ's 0.18% [2] - As of February 2, 2026, VOO's 1-year return is 15.79%, while QQQ's is higher at 20.13% [2] - VOO offers a dividend yield of 1.13%, significantly higher than QQQ's 0.46% [2] - VOO has an Assets Under Management (AUM) of $839 billion, compared to QQQ's $407 billion [2] Performance & Risk Comparison - Over the past five years, VOO's maximum drawdown is -24.53%, while QQQ's is steeper at -35.12% [4] - A $1,000 investment in VOO would have grown to $1,853, whereas the same investment in QQQ would have grown to $1,945 over five years [4] Portfolio Composition - QQQ tracks the NASDAQ-100 with 101 holdings, heavily weighted towards technology (53%), followed by communication services (17%) and consumer cyclical (13%) [5] - VOO, tracking the S&P 500, holds 504 stocks, with technology making up 35%, financial services at 13%, and communication services at 11% [6] - The top holdings of both ETFs include major tech companies like Nvidia, Apple, and Microsoft, but VOO offers a broader sector mix for diversification [6] Implications for Investors - VOO is more diversified, which may appeal to investors looking to limit risk during market downturns [7] - QQQ is more growth-focused, with a significant allocation to tech stocks, which can lead to higher volatility [8] - QQQ has experienced more price fluctuations, indicated by a higher beta and maximum drawdown compared to VOO, but has also outperformed VOO in total returns over both 12-month and five-year periods [9]
Is A Stock Market Crash In Sight? Insiders Are Bailing At The Fastest Pace Since 2021 - Invesco QQQ Trust, Series 1 (NASDAQ:QQQ), State Street SPDR S&P 500 ETF Trust (ARCA:SPY)
Benzinga· 2026-02-02 13:46
Core Insights - The U.S. stock market has experienced significant growth over the past three years, but corporate insiders are now selling at a rate not seen since the last major market peak [1][2] - The sell-to-buy ratio for corporate insider selling has reached its highest level in five years, indicating a trend of profit-taking among executives [2] - Major institutions and analysts are expressing caution regarding the sustainability of the market rally, particularly in light of high valuations and concentration in AI-linked stocks [3][4] Corporate Insider Activity - Corporate insiders are capitalizing on high valuations, with the current sell-to-buy ratio being the highest in five years, reminiscent of the pre-bear market selling in 2021 [2] - The aggressive selling by insiders coincides with a significant rally in the S&P 500, which rose 23.3% in 2024, 16% in 2025, and 1.4% in January 2026, pushing the index above 7,000 for the first time [2] Market Valuation Concerns - The International Monetary Fund (IMF) has warned that elevated stock valuations are increasing the risk of disorderly corrections, particularly for U.S. equities linked to AI [3] - Fidelity International's January 2026 market outlook noted that high valuations and index concentration have led to profit-taking and increased volatility across various sectors [4] Overall Market Sentiment - The combination of aggressive insider selling and warnings from global institutions suggests a growing concern about stretched valuations and the potential for market corrections [5] - While the market rally may continue, the behavior of insiders indicates a cautious sentiment among those closest to the financial data [6]
Global Economy Headed For 2008-Style Meltdown In 2026? New Survey Warns AI-Fueled Leverage Could Trigger A Crisis - Invesco QQQ Trust, Series 1 (NASDAQ:QQQ), State Street SPDR S&P 500 ETF Trust (ARCA:
Benzinga· 2026-01-30 13:23
Core Insights - The Indian Economic Survey 2025-26 warns of a potential global financial "systemic shock cascade" in 2026, which could be more severe than the 2008 Global Financial Crisis [1][2] Group 1: Economic Risks - The survey estimates a 10-20% probability for a worst-case scenario where financial, technological, and geopolitical stresses amplify each other [2] - A concentration of capital in AI infrastructure has exposed business models reliant on optimistic execution timelines and narrow customer bases, which could lead to tighter global financial conditions and increased risk aversion [3] Group 2: Geopolitical and Market Interactions - The risks are heightened when technological vulnerabilities coincide with geopolitical escalations or trade disruptions, potentially leading to a significant contraction in global liquidity and capital flows [4] - The macroeconomic consequences of such interactions could surpass those experienced during the 2008 financial crisis [4] Group 3: India's Position - India is relatively better positioned due to strong macroeconomic fundamentals, with a medium-term growth outlook upgraded to 7%, but it is not immune to external risks [4][5] - The survey suggests that India should adopt a strategy of "strategic sobriety" to manage potential global shocks while maximizing domestic growth [5] Group 4: Market Performance - The Nifty 50 index has declined by approximately 3.16% year-to-date and has only risen 8.91% over the year, contrasting with the S&P 500 index, which is up 1.61% year-to-date and 14.79% over the year [6]
The Stock Market Is In ‘Hyper‑Bull’ Mode — And Its Safety Net Has Vanished - SPDR Dow Jones Industrial Average ETF (ARCA:DIA), Invesco QQQ Trust, Series 1 (NASDAQ:QQQ), SPDR S&P 500 (ARCA:SPY)
Benzinga· 2026-01-22 20:28
Core Viewpoint - Global investors exhibit high levels of optimism towards stocks, with the Bank of America's Fund Manager Survey indicating the most bullish positioning since 2021, characterized by low cash levels and minimal hedging [1][2] Group 1: Investor Sentiment and Positioning - 38% of survey respondents anticipate stronger global growth, while fears of recession have decreased to a two-year low [2] - Equity allocations have reached their highest level since December 2024, with 48% of fund managers indicating they are overweight in stocks [2] - The Bull & Bear Indicator from BofA has risen to 9.4, placing it firmly in "hyper-bull" territory, which historically suggests markets may be vulnerable to negative surprises [2][3] Group 2: Hedging and Risk Management - Nearly half of the respondents reported having no protection against an equity correction, marking the highest level of unhedged positions since January 2018 [3] - Cash levels among investors have fallen to a record low of 3.2%, indicating limited resources available for market corrections [3][4] Group 3: Historical Context and Market Dynamics - The current AI-driven market rally is in its third year, with historical analysis suggesting that major equity bubbles last about 2.5 years on average from trough to peak [5] - Market breadth remains narrow, with technology stocks alone accounting for approximately 35% of the S&P 500 by the end of 2025, and over 40% when including related sectors [6][7] - Historical precedents show that while today's tech dominance is significant, it is not unprecedented, as similar levels of market concentration have been observed in the past [7]
Nasdaq's Elite or S&P's Full Roster? Breaking Down QQQ vs. RSP
Yahoo Finance· 2026-01-18 12:37
Core Insights - The Invesco QQQ Trust (QQQ) and Invesco S&P 500 Equal Weight ETF (RSP) are two prominent ETFs with distinct investment strategies, focusing on technology concentration versus equal weight across S&P 500 companies [4][5][6]. Group 1: Performance and Returns - Over the past year, QQQ achieved an approximately 24% return, significantly outperforming RSP's roughly 14% gain, primarily due to the strong performance of the tech sector [6]. - QQQ has approximately $412 billion in assets under management (AUM), while RSP has $78 billion, indicating QQQ's popularity as a tech-focused growth vehicle [6]. Group 2: Portfolio Construction - QQQ is heavily concentrated in megacap technology stocks, with over half of its portfolio in this sector, including top positions like Nvidia, Apple, and Microsoft, which together account for more than 23% of its assets [1][6]. - RSP, in contrast, holds around 505 stocks with a more balanced sector exposure, where Technology, Industrials, and Financial Services each represent 14%-16% of assets, ensuring no single stock dominates [2][7]. Group 3: Risk and Volatility - QQQ's concentrated exposure to technology stocks amplifies both gains and losses, leading to higher volatility compared to RSP, which spreads risk more evenly across its holdings [1][7]. - Both funds are characterized by low expense ratios, but RSP offers a notably higher dividend yield, appealing to income-focused investors [3][5]. Group 4: Investment Strategy - QQQ is suitable for investors seeking higher growth potential and who are comfortable with greater volatility and sector concentration [8]. - RSP provides broader diversification and a higher yield, making it more suitable for investors prioritizing income and risk reduction [8].
Does QQQ's Tech-Focused Growth Outweigh SPY's S&P 500 Stability? What Investors Need to Know
The Motley Fool· 2025-12-21 09:15
Core Insights - The article compares two popular ETFs, Invesco QQQ Trust (QQQ) and SPDR S&P 500 ETF Trust (SPY), highlighting their differences in cost, returns, and risk profiles [1][6]. Cost & Size Comparison - QQQ has an expense ratio of 0.20% while SPY has a lower expense ratio of 0.09% [2] - As of December 20, 2025, QQQ's one-year return is 18.97% compared to SPY's 15.13% [2] - QQQ offers a dividend yield of 0.46%, whereas SPY provides a higher yield of 1.06% [2] - QQQ has assets under management (AUM) of $403 billion, while SPY has a larger AUM of $701 billion [2] Performance & Risk Comparison - Over the past five years, QQQ experienced a maximum drawdown of -35.12%, while SPY had a lower drawdown of -24.50% [3] - An investment of $1,000 in QQQ would have grown to $1,990 over five years, compared to $1,844 for SPY [3] Portfolio Composition - SPY tracks the S&P 500 Index, holding 503 companies with a significant tilt towards technology (35%), financial services (14%), and consumer discretionary (11%) [4] - QQQ tracks the NASDAQ-100, with a heavier concentration in technology (55%), communication services (17%), and consumer cyclical (13%) [5] - The top three holdings in QQQ (Nvidia, Microsoft, and Apple) account for 25.57% of its total assets, compared to 20.70% for SPY [8] Investment Implications - SPY is suitable for investors seeking broad-market diversification and lower volatility, while QQQ may appeal to those willing to take on more risk for potentially higher returns [6][9] - SPY's higher dividend yield and lower expense ratio make it attractive for income-seeking investors [7] - QQQ's performance is heavily influenced by its top tech holdings, which can lead to higher returns during favorable market conditions [8]
Is QQQ or VUG the Better Growth ETF? Here's What Investors Need to Know.
The Motley Fool· 2025-12-13 10:15
Core Insights - The Vanguard Growth ETF (VUG) and Invesco QQQ Trust (QQQ) are both popular choices for investors seeking exposure to U.S. large-cap growth stocks, with VUG offering lower fees and broader diversification compared to QQQ [1][2] Cost and Size Comparison - VUG has an expense ratio of 0.04%, significantly lower than QQQ's 0.20%, which translates to $4 versus $20 in fees per $10,000 invested annually [3][8] - As of December 2025, VUG has $353 billion in assets under management (AUM), while QQQ has $403 billion [3] Performance Metrics - Over the past year, VUG returned 14.4% while QQQ returned 16.6% [3] - The maximum drawdown over five years for VUG was -35.61%, compared to -35.12% for QQQ [4] - A $1,000 investment in VUG would have grown to $1,984 over five years, while the same investment in QQQ would have grown to $2,033 [4] Holdings and Sector Allocation - QQQ tracks the NASDAQ-100 Index and holds 101 stocks, with a sector allocation of 55% technology, 17% communication services, and 13% consumer cyclical [5] - VUG holds 160 stocks with a similar sector tilt: 53% technology, 14% communication services, and 14% consumer cyclical [6] Investment Considerations - Both ETFs have a strong tilt towards technology and contain similar top holdings, but VUG's greater diversification may appeal to investors seeking reduced volatility [7][9] - The choice between VUG and QQQ largely depends on the investor's preference for diversification versus potential higher returns, as both funds have shown similar earnings over the last five years [10]
Capital Power provides notice of Preferred Shares (Series 1) conversion privilege and dividend rate notice
Globenewswire· 2025-12-01 21:30
Core Viewpoint - Capital Power Corporation has announced the conversion privilege and dividend rate for its Cumulative Rate Reset Preference Shares, Series 1, allowing shareholders to convert to Cumulative Floating Rate Preference Shares, Series 2, during a specified election period [1][2]. Summary by Sections Conversion Details - The election period for converting Series 1 Shares to Series 2 Shares is from December 1, 2025, to December 16, 2025, at 5:00 p.m. Toronto time [2]. - If no election notice is received by the deadline, holders will not convert their shares, except in cases of automatic conversion [3]. Dividend Rates - The fixed annual dividend rate for Series 1 Shares is set at 4.95800% for the period from December 31, 2025, to December 31, 2030 [4]. - The floating quarterly dividend rate for Series 2 Shares is set at 1.08197% for the first quarterly period from December 31, 2025, to March 31, 2026, and will be reset quarterly thereafter [4]. Shareholder Information - Series 1 Shares are issued in "book entry only" form, with CDS Clearing and Depository Services Inc. as the sole registered holder [5]. - Beneficial holders must contact their brokers to exercise conversion rights before the deadline [5]. Automatic Conversion - An automatic conversion will occur if fewer than 1,000,000 Series 1 Shares remain outstanding after the election period, converting them to Series 2 Shares on a one-for-one basis [6]. - Currently, there are 5,000,000 Series 1 Shares outstanding [6]. Listing Information - The Toronto Stock Exchange has conditionally approved the listing of Series 2 Shares, which will be listed under the trading symbol CPX.PR.B upon conversion [7]. Company Overview - Capital Power is a growth-oriented power producer with approximately 12 GW of power generation capacity across 32 facilities in North America, focusing on reliable and affordable power delivery and lower-carbon power systems [11].