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Direxion NASDAQ-100 Equal Weighted Index ETF

79 hedge funds and large institutions have $120M invested in Direxion NASDAQ-100 Equal Weighted Index ETF in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

33% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 21

8% more funds holding

Funds holding: 7379 (+6)

8% more capital invested

Capital invested by funds: $111M → $120M (+$8.83M)

0.83% more ownership

Funds ownership: 30.73%31.56% (+0.83%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

97% less call options, than puts

Call options by funds: $667K | Put options by funds: $21.2M

Holders
79
Holders Change
+6
Holders Change %
+8.22%
% of All Funds
1.38%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
28
Reduced
21
Closed
4
Calls
$667K
Puts
$21.2M
Net Calls
-$20.5M
Net Calls Change
-$20.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
26
Laidlaw Wealth Management
New York
$796K +$35.9K +450 +5%
PAG
27
Private Advisor Group
New Jersey
$739K +$78.8K +988 +13%
SWM
28
SeaCrest Wealth Management
New York
$666K +$9.01K +113 +1%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$656K -$41.8K -524 -6%
PWM
30
Paulson Wealth Management
Illinois
$491K
TP
31
Tranquility Partners
Tennessee
$436K +$12.7K +159 +3%
PA
32
Parallel Advisors
California
$405K +$61K +765 +19%
FHC
33
First Heartland Consultants
Missouri
$398K +$80 +1 +0%
HI
34
Hudock Inc
Pennsylvania
$381K +$1.44K +18 +0.4%
AWS
35
AJ Wealth Strategies
New York
$380K
IAN
36
Integrated Advisors Network
Texas
$377K -$66.7K -836 -16%
DI
37
Diligent Investors
California
$343K -$24.1K -302 -7%
APW
38
Aurora Private Wealth
New Jersey
$343K +$319 +4 +0.1%
BWM
39
BCS Wealth Management
Tennessee
$334K -$95.6K -1,199 -23%
EW
40
Element Wealth
Mississippi
$331K
ECM
41
Evergreen Capital Management
Washington
$296K
GGS
42
Galvin Gaustad & Stein
Arizona
$286K
TCWM
43
Total Clarity Wealth Management
Illinois
$283K +$45.1K +566 +20%
CAN
44
Cetera Advisor Networks
California
$275K +$262K +3,290 New
HFS
45
Howard Financial Services
Texas
$263K +$15.3K +192 +6%
VAS
46
Vestmark Advisory Solutions
Massachusetts
$257K -$28.3K -355 -10%
TWM
47
Tradition Wealth Management
Minnesota
$247K +$80 +1 +0%
MPW
48
Monterey Private Wealth
California
$238K +$3.75K +47 +2%
DAS
49
Dynamic Advisor Solutions
Arizona
$230K +$220K +2,755 New
HH
50
Hilltop Holdings
Texas
$217K +$207K +2,600 New

QQQE Hedge Fund Activity: Q2 2021 in Review

79 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) for Q2 2021, worth a combined $120M — up 7.9% from $111M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new QQQE positions and 4 closed out — a net gain of 6 holders — while 28 added to existing stakes and 21 trimmed.

The largest buyer was Synergy Asset Management, opening a new position worth an estimated $5.8M. The largest seller was Goldman Sachs, cutting an estimated $3.99M.

  • 79 institutional investors held Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) as of Q2 2021, up from 73 in Q1 2021.
  • Funds reported $120M of Direxion NASDAQ-100 Equal Weighted Index ETF stock for Q2 2021, up 7.9% quarter-over-quarter.
  • 10 funds opened new Direxion NASDAQ-100 Equal Weighted Index ETF positions in Q2 2021 and 4 closed out, a net change of +6 holders.
  • The largest Direxion NASDAQ-100 Equal Weighted Index ETF buyer in Q2 2021 was Synergy Asset Management, an estimated $5.8M added.
  • The largest Direxion NASDAQ-100 Equal Weighted Index ETF seller in Q2 2021 was Goldman Sachs, an estimated $3.99M sold.

Based on aggregated 13F filings for Q2 2021.