#NasdaqETFUpdate

Major Nasdaq‑related ETFs – Flows & Performance

Invesco QQQ Trust (QQQ)

Share creation: +2.8 billion units last week—a 0.8% increase—signaling strong investor inflows .

YTD (as of early June): +~3.9% return; 1-year gain around 15–15.4% .

Analyst view: Edward Jones recently rated QQQ as “Mixed/Hold” on June 9, 2025, with the ETF near $529.92 .

QQQM (Invesco Nasdaq‑100 ETF – lower‑cost share class)

Garnering renewed attention for cost‑efficiency in large‑cap tech exposure .

QQQI (Nasdaq‑100 High‑Income ETF)

A newer option focusing on monthly income, portfolio size nearly $2 billion as of June 9, 2025 .

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🔁 Broader ETF Trends

Bond & Income ETFs: Investors shifted to fixed income – AGG and SGOV led with notable inflows (≈$1.4B and $1.3B respectively), while equity ETFs saw a net outflow of $2.4B .

JPMorgan’s JEPQ (Nasdaq Equity Premium Income): Saw a $218M influx—indicating interest in yield strategies tied to Nasdaq names .

Commodities: Silver ETF SIVR hit a 52‑week high, up 38% from its trough .

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🧭 Key Drivers Behind Nasdaq ETF Momentum

1. Tech rally & AI optimism: Nasdaq Composite is back in positive territory for the year, supported by AI-fuelled gains and strong employment numbers .

2. Rate environment: Declines in 10‑year Treasury yields (~4.36–4.50%) have shifted flows from bonds to equities at times .

3. Market volatility & recession concern: April’s trade-tariff spike caused a correction, but stocks have rallied since mid‑May; cautious investor behavior persists .

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✅ What This Means for Investors

Tech‑heavy ETFs (QQQ, QQQM) remain popular for long-term growth exposure, but recent analyst caution (“mixed” holding stance).

Income-focused Nasdaq ETF (QQQI) may appeal to conservative investors seeking yield without sacrificing tax efficiency.

Premium‑income & bond adjuncts (JEPQ, AGG, SGOV) offer diversification in a mixed macro backdrop.