ETF Investment Growth
Advisers Report Nearly $28 Million in New ETF Investments During Q2
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Key Points
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Three Seasons Wealth’s QQQM position represented about 0.3% of its portfolio and was its 29th-largest holding after the firm increased its stake by 211.6%.
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Tactive Advisors made one of the largest reported QQQM increases, boosting its holdings by 422.1% to 29,459 shares valued at approximately $8.93 million.
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QQQM is a passively managed ETF tracking a modified market-cap-weighted index of 100 Nasdaq-listed stocks, excluding financial companies; Invesco launched the fund in October 2020.
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Highland’s new SHV position accounted for approximately 7.7% of its portfolio and ranked as its fourth-largest holding, indicating a substantially larger allocation than its purchases of IWO or VB.
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Institutional and hedge-fund investors owned 74.88% of the iShares Russell 2000 Growth ETF, according to the report.
Institutional investors ramped up exchange-traded fund purchases in the second quarter, with advisers reporting nearly $28 million in new and expanded positions across tech-heavy and bond-focused funds, according to Watchlist News filings. Highland Investment Advisors led the charge, sinking $17.90 million into short-term Treasury bonds while diversifying into small-cap and growth stocks.
The moves reveal a strategic shift toward defensive assets and broad market exposure. Three Seasons Wealth more than tripled its NASDAQ 100 holdings to $3.06 million, while Tactive Advisors nearly quintupled its stake in the same fund to $8.93 million. The filings paint a picture of advisers building positions ahead of an uncertain economic environment.
Highland's Treasury Bet Signals Defensive Positioning
Highland Investment Advisors' $17.90 million purchase of iShares Short Treasury Bond ETF marks a substantial defensive pivot, Watchlist News reported. The position now ranks as Highland's fourth-largest holding at 7.7% of its portfolio. Short-term Treasuries offer lower risk than longer-dated bonds and provide liquidity in uncertain times.
Alongside Treasury purchases, Highland deployed $7.92 million in iShares Russell 2000 Growth ETF and $567,000 in Vanguard Small-Cap ETF. The dual small-cap bet suggests confidence in mid-sized companies despite broader market volatility. These moves indicate a balanced approach: safety in bonds paired with selective equity growth.
Tech-Focused QQQM Attracts Major Institutional Bets
The Invesco NASDAQ 100 ETF saw explosive growth from multiple advisers during Q2. Tactive Advisors boosted holdings by 422.1% to 29,459 shares worth $8.93 million, one of the largest reported increases, according to Watchlist News. Three Seasons Wealth more than tripled its position to $3.06 million, though it represented only 0.3% of the firm's overall portfolio.
QQQM tracks 100 Nasdaq-listed stocks excluding financial companies using a modified market-cap-weighted index. Invesco launched the fund in October 2020. MW Advisory added $1.41 million to its holdings, signaling consistent appetite for tech-heavy exposure among institutional players seeking exposure to large-cap technology leaders.
Small-Cap Growth ETFs Draw Institutional Capital
Highland's $7.92 million investment in iShares Russell 2000 Growth ETF reflects growing institutional confidence in smaller companies. The fund's investor base remained deeply dominated by institutions and hedge funds, which owned 74.88% of shares, Watchlist News noted. This concentration suggests professional managers see value beyond large-cap mega-stocks.
Small-cap growth exposure complements the defensive Treasury purchases. While bonds provide stability, smaller companies offer upside potential if the economy avoids recession. Highland's allocation strategy—mixing 7.7% in Treasuries with meaningful small-cap and growth positions—balances preservation with opportunity, a typical institutional playbook during uncertain periods.
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