We are live on ! Find out more
QQQE icon

Direxion NASDAQ-100 Equal Weighted Index ETF

119 hedge funds and large institutions have $191M invested in Direxion NASDAQ-100 Equal Weighted Index ETF in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 36 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 9

14% more funds holding

Funds holding: 104119 (+15)

6% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 34

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

15% less call options, than puts

Call options by funds: $491K | Put options by funds: $581K

32.49% less ownership

Funds ownership: 76.18%43.7% (-32%)

61% less capital invested

Capital invested by funds: $493M → $191M (-$302M)

Holders
119
Holders Change
+15
Holders Change %
+14.42%
% of All Funds
1.91%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
36
Reduced
34
Closed
9
Calls
$491K
Puts
$581K
Net Calls
-$90K
Net Calls Change
-$1.23M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$1.47M +$1.09M +16,955 +280%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$1.34M +$32.5K +506 +2%
WA
28
Waddell & Associates
Tennessee
$1.28M +$1.29M +20,114 New
JMPWA
29
JP Morgan Private Wealth Advisors
California
$1.07M +$24.1K +374 +2%
RIA
30
Regal Investment Advisors
Michigan
$1.07M +$35K +545 +3%
RA
31
RFG Advisory
Alabama
$1,000K +$898K +13,965 New
BPA
32
Beacon Pointe Advisors
California
$987K +$995K +15,470 New
MCWS
33
McKinley Carter Wealth Services
West Virginia
$960K -$106K -1,652 -10%
LWAC
34
Laurel Wealth Advisors (California)
California
$889K +$17.4K +270 +2%
WPIC
35
White Pine Investment Company
Michigan
$868K +$39.4K +613 +5%
CMS
36
Capital Market Strategies
Florida
$823K -$5.53K -86 -0.7%
HF
37
HRT Financial
New York
$761K +$767K +11,926 New
ACS
38
Archford Capital Strategies
Illinois
$759K -$53.3K -829 -7%
Neuberger Berman Group
39
Neuberger Berman Group
New York
$698K +$703K +10,933 New
AAS
40
Avantax Advisory Services
Texas
$648K +$653K +10,151 New
WF
41
Warner Financial
Maryland
$598K +$379K +5,891 +169%
LWM
42
Laidlaw Wealth Management
New York
$591K +$4.5K +70 +0.8%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$588K +$129K +2,002 +28%
FFN
44
Focus Financial Network
Minnesota
$577K +$42.6K +663 +8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
45
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$574K +$579K +9,000 New
MAM
46
Mystic Asset Management
Rhode Island
$573K +$23.8K +370 +4%
SWM
47
SeaCrest Wealth Management
New York
$572K -$21.8K -339 -4%
RWG
48
Ratio Wealth Group
Colorado
$540K -$2.19K -34 -0.4%
CA
49
Cetera Advisors
Colorado
$535K +$539K +8,374 New
WAP
50
Wealthcare Advisory Partners
Pennsylvania
$531K +$48.7K +758 +10%

QQQE Hedge Fund Activity: Q4 2022 in Review

119 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) for Q4 2022, worth a combined $191M — down 61% from $493M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new QQQE positions and 9 closed out — a net gain of 17 holders — while 36 added to existing stakes and 34 trimmed.

The largest buyer was Axxcess Wealth Management, opening a new position worth an estimated $16.6M. The largest seller was Rothschild & Co Wealth Management (UK), cutting an estimated $330M.

  • 119 institutional investors held Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) as of Q4 2022, up from 104 in Q3 2022.
  • Funds reported $191M of Direxion NASDAQ-100 Equal Weighted Index ETF stock for Q4 2022, down 61% quarter-over-quarter.
  • 26 funds opened new Direxion NASDAQ-100 Equal Weighted Index ETF positions in Q4 2022 and 9 closed out, a net change of +17 holders.
  • The largest Direxion NASDAQ-100 Equal Weighted Index ETF buyer in Q4 2022 was Axxcess Wealth Management, an estimated $16.6M added.
  • The largest Direxion NASDAQ-100 Equal Weighted Index ETF seller in Q4 2022 was Rothschild & Co Wealth Management (UK), an estimated $330M sold.

Based on aggregated 13F filings for Q4 2022.