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Direxion NASDAQ-100 Equal Weighted Index ETF

48 hedge funds and large institutions have $50.9M invested in Direxion NASDAQ-100 Equal Weighted Index ETF in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 6

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

45% more capital invested

Capital invested by funds: $35M → $50.9M (+$15.9M)

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

4% more funds holding

Funds holding: 4648 (+2)

3.19% more ownership

Funds ownership: 22.42%25.62% (+3.2%)

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
1.1%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
7
Increased
23
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
26
Hengehold Capital Management
Ohio
$391K
HI
27
Hudock Inc
Pennsylvania
$341K +$18.5K +394 +6%
FCAG
28
First Capital Advisors Group
New Jersey
$274K
AWS
29
AJ Wealth Strategies
New York
$215K
MML Investors Services
30
MML Investors Services
Massachusetts
$209K +$207K +4,417 New
SWP
31
Stratos Wealth Partners
Ohio
$176K +$174K +3,716 New
PA
32
Parallel Advisors
California
$139K +$137K +2,932 New
MWM
33
MinichMacGregor Wealth Management
New York
$132K -$25.7K -549 -16%
BAM
34
Belpointe Asset Management
Nevada
$123K +$121K +2,592 New
BNP Paribas Financial Markets
35
BNP Paribas Financial Markets
France
$94.6K
APA
36
American Portfolios Advisors
New York
$93.5K +$43.5K +929 +89%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$73K +$9.37K +200 +15%
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$24K +$141 +3 +0.6%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$17K
PFBT
40
Parkside Financial Bank & Trust
Missouri
$17K +$8.2K +175 +100%
AA
41
Ancora Advisors
Ohio
$16K +$16K +341 New
WWMSC
42
Wagner Wealth Management (South Carolina)
South Carolina
$10K
Wells Fargo
43
Wells Fargo
California
$8K
ADL
44
Asset Dedication LLC
California
$3K
OIA
45
Optimum Investment Advisors
Illinois
$1K
SWM
46
SeaCrest Wealth Management
New York
$1K
FRA
47
Front Row Advisors
California
$18
PMG
48
ProVise Management Group
Florida
-$1.43K -31,553 Closed
ALIONA
49
Allianz Life Insurance of North America
Minnesota
-$205K -4,550 Closed
PFA
50
Pathway Financial Advisors
Vermont
-$32K -699 Closed

QQQE Hedge Fund Activity: Q3 2018 in Review

48 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) for Q3 2018, worth a combined $50.9M — up 45% from $35M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new QQQE positions and 5 closed out — a net gain of 2 holders — while 23 added to existing stakes and 6 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $6.71M. The largest seller was Morgan Stanley, cutting an estimated $2.49M.

  • 48 institutional investors held Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) as of Q3 2018, up from 46 in Q2 2018.
  • Funds reported $50.9M of Direxion NASDAQ-100 Equal Weighted Index ETF stock for Q3 2018, up 45% quarter-over-quarter.
  • 7 funds opened new Direxion NASDAQ-100 Equal Weighted Index ETF positions in Q3 2018 and 5 closed out, a net change of +2 holders.
  • The largest Direxion NASDAQ-100 Equal Weighted Index ETF buyer in Q3 2018 was Private Advisor Group, an estimated $6.71M added.
  • The largest Direxion NASDAQ-100 Equal Weighted Index ETF seller in Q3 2018 was Morgan Stanley, an estimated $2.49M sold.

Based on aggregated 13F filings for Q3 2018.