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Invesco QQQ Trust, Series 1 (QQQ) is asking shareholders to approve three linked proposals to convert the Trust from a unit investment trust (UIT) into an open-end management investment company, elect trustee nominees and approve an investment advisory (unitary fee) agreement with Invesco Capital Management LLC. Shareholders of record on August 15, 2025 may vote; 634,150,000 shares were outstanding as of August 8, 2025.
The proxy explains operational differences between the current UIT structure and the proposed open-end structure: ability to reinvest income, securities lending, trustee voting discretion, and shareholder voting rights. Invesco estimates pro forma operating expenses under the Advisory Agreement at 0.18% (versus current gross of 0.20%), and states the Trust had approximately $352.7 billion in assets as of July 1, 2025. Under the proposed structure, certain fees (Marketing Expenses, Nasdaq license fee, trustee compensation) would be paid out of Invesco’s unitary fee rather than directly by the Trust. The proxy includes trustee and officer biographies, committee charters, and historical expense and fee tables. The proposals will only be implemented together if shareholders approve all three.
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