Top 10 Creations (All ETFs) Top 10 Redemptions (All ETFs) ETF Daily Flows By Asset Class   Net Flows ($, mm) AUM ($, mm) % of AUM Alternatives -15.09 11,893.46 -0.13% Asset Allocation 43.15 28,803.73 0.15% Commodities E T Fs 774.71 265,431.76 0.29% Currency -437.84 177,816.74 -0.25% International Equity 1,069.28 2,062,526.84 0.05% International Fixed Income 593.24 331,752.71 0.18% Inverse -104.25 14,892.56 -0.70% Leveraged 738 ...

Core Insights - The Invesco NASDAQ 100 ETF (QQQM) has experienced a significant inflow of approximately $350.8 million, resulting in a 0.6% increase in outstanding units from 250,730,000 to 252,170,000 week over week [1][4] - The current share price of QQQM is $243.55, which is close to its 52-week high of $244.06 and significantly above its low of $165.72 [3] ETF Performance - QQQM's recent trading performance shows Alphabet Inc (GOOGL) down by 0.4%, Adobe Inc (ADBE) up by 1%, and Gilead Sciences Inc (GILD) down by 0.6% [1] - The ETF's price performance can be analyzed against its 200-day moving average, which is a common technical analysis technique [3] ETF Mechanics - ETFs, including QQQM, trade like stocks but involve "units" instead of shares, which can be created or destroyed based on investor demand [4] - Notable inflows indicate that new units are created, necessitating the purchase of underlying holdings, while outflows lead to the sale of these holdings [4]

Market Overview - August was a surprisingly steady month for markets despite inflation concerns and trade tensions, with investors focusing on solid corporate earnings and potential Fed rate cuts [1] ETF Inflows - ETFs attracted a record-breaking $118 billion in net new assets in August, more than three times the historical average of $36 billion, indicating a shift in investor behavior towards liquidity and diversification [2] - A significant portion of ETF inflows was directed towards fixed income, with $13 billion into investment-grade corporate bond ETFs and $17 billion into active bond ETFs, marking the highest inflows on record [4][5] Fixed Income Trends - Fixed income ETFs saw elevated interest, particularly in investment-grade corporate bonds and short- to intermediate-duration government bonds, reflecting a preference for higher-quality debt instruments [3][5] - Inflation-linked bond ETFs attracted $1 billion in new flows, marking the eighth consecutive month of inflows, indicating persistent investor concerns about inflation [6] Gold ETFs - Gold ETFs experienced substantial inflows driven by renewed inflationary concerns and expectations of earlier-than-anticipated policy easing by central banks, reinforcing gold's status as an inflation hedge [7] U.S. Equities Valuation - U.S. equities faced valuation headwinds, with the S&P 500's earnings yield dropping to 3.7%, below the cash yield of 4.22% from short-term U.S. Treasuries, suggesting potential overvaluation [8][9] International Equities - Non-U.S. equities are yielding nearly twice as much as U.S. counterparts and have outperformed U.S. markets by nearly 10% YTD, the largest performance gap since 2009, driven by a weaker U.S. dollar and easing monetary policy abroad [10][11][12] Fed Policy Outlook - The Federal Reserve is at a critical juncture, with markets assigning an 88% probability of a rate cut at the next meeting, while September is historically the weakest month for equity performance [13][14] Investor Positioning - There is a discernible tilt towards cyclical sectors like industrials and technology, with growth-oriented equity strategies receiving twice the inflows of value-based strategies, indicating a renewed appetite for companies with strong earnings momentum [15]

Market Trends - Bitcoin price surpasses $114K [1] - ETF inflows reach an 8-week high [1]

Market Trends - Ethereum surpasses Bitcoin in ETF inflows [1] - Total ETF inflows exceed $12 billion [1] Cryptocurrency Performance - Ethereum is outperforming Bitcoin [1]

ETH price taps $4,000 for the first time in 8 months amid rapid Ethereum treasury accumulation and rising ETF inflows https://t.co/pWhYfGx6n8 ...

Supply Dynamics - For every 1 ETH minted, 32 ETH are being bought, indicating a significant supply shock [1] Institutional Investment - Eight wallets accumulated $2.17 billion in 17 days, highlighting concentrated accumulation [1] - July ETF inflows reached $4.2 billion, equaling the previous 11 months combined, demonstrating increased institutional interest [1] Mining Activity - A bitminer acquired an additional $1 billion last week, showing continued investment in mining infrastructure [1]

Market Trends - ETH hits 2025 high above $3,800 [1] - Record ETF inflows are occurring [1]

Market Trends & Momentum - Bitcoin reaching $108,000 is not the primary focus [1] - Senate vote on BTC capital gains amendment within 24 hours, coupled with Vance's declaration of its "strategic vitality," indicates unprecedented momentum [1] - $2.21 Billion weekly ETF inflows combined with a 6-year low in exchange supply suggests strong market demand [1] Investment Opportunities & Potential Risks - There is a 75% probability of capital gains elimination, potentially impacting investment strategies [1] - Grayscale deadline adds pressure to the market [1] - Support levels at $95,000 and $85,000 appear stable [1]

Market Sentiment - Market anticipates a positive trend, hoping to avoid any "Black Swan" events for at least a month [1] Macroeconomic Factors - Expectations of potential interest rate cuts by the Federal Reserve, indicated by Powell's statements [2] - Resolution of the Middle East situation, contributing to market stability [2] - The DXY (US Dollar Index) is experiencing a significant decline [2] Investment Flows - ETF (Exchange Traded Fund) inflows are increasing, suggesting renewed investor confidence [2] Cryptocurrency Market - Anticipation of cryptocurrency being accepted as collateral [2] - US government potentially focusing on purchasing Bitcoin (BTC) [2] Market Performance - NASDAQ has reached a new All-Time High (ATH), indicating strong market performance [2]