#NasdaqETFUpdate – what is happening with Nasdaq index-based ETFs and overall capital flows:

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📈 1. Nasdaq and Nasdaq-100 ETFs on the rebound

• The Nasdaq Composite index returned above zero in 2025, driven by gains from tech giants and easing trade tensions .

• ETFs tracking Nasdaq-100, such as QQQ and QQQM, gained in May due to renewed optimism in AI and strong performance from tech companies .

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💵 2. Large inflows into ETFs in May

• In May, U.S. ETFs attracted $87.6 billion net, and year-to-date already $457.6 billion .

• Invesco QQQ Trust (QQQ) attracted $7.2 billion, and iShares Bitcoin Trust (IBIT) – $6.6 billion .

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🔍 3. Single-stock ETFs are growing

• Leveraged ETFs based on single stocks – like MU, MRVL, HOOD, MARA, and META – achieved gains ranging from +16% to +32% in early June . This is an opportunity, but also higher risk for leveraged investors.

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🧭 4. What it means for investors

1. QQQ/QQQM – a good choice if you believe in a tech bull market driven by AI.

2. IBIT – a bitcoin ETF that rebounded after declines and is gaining attention due to cryptocurrencies.

3. Leveraged single-stock ETFs – potentially large gains, but also risk with high volatility.

4. Diversification – it’s worth holding back on all funds in tech or bitcoin – consider broad exposure, e.g., through VOO or VGT.

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📊 5. Macro and technical trends

• Investors returned to equities after better labor market data and easing trade conflicts, which supports sentiment in tech ETFs.

• Technically, Nasdaq is approaching the December peak – still ~3% to go. After breaking significant technical levels, momentum may strengthen.