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Direxion NASDAQ-100 Equal Weighted Index Shares
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Overview Fund Activity

150 hedge funds and large institutions have $486M invested in Direxion NASDAQ-100 Equal Weighted Index Shares in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 40 increasing their positions, 49 reducing their positions, and 8 closing their positions.

Holders
150
Holders Change
+21
Holders Change %
+16.28%
% of All Funds
2.39%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
30
Increased
40
Reduced
49
Closed
8
Calls
$3.01M
Puts
$20.5M
Net Calls
-$17.5M
Net Calls Change
-$13.5M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$97.2M
2
BMM
2
Berkshire Money Management
Massachusetts
$53.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$35.9M
4
TIA
4
Traphagen Investment Advisors
New Jersey
$12.5M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$13.8M

Top Sellers

1
RFG
1
RFP Financial Group
Georgia
$28.3M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$0
3
HCA
3
Heck Capital Advisors
Wisconsin
$0
4
LPL Financial
4
LPL Financial
California
$15.2M
5
ZIMP
5
Zimmermann Investment Management & Planning
Pennsylvania
$1.38M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$2.83M 37,876 -535 -1%
WA
27
Wambolt & Associates
Colorado
$2.61M 34,902 -4,472 -11%
Creative Planning
28
Creative Planning
Kansas
$2.29M 30,561 +30,561 New
Citadel Advisors
29
Citadel Advisors
Florida
$2.22M 29,734 +23,757 +397%
MA
30
Mutual Advisors
Nebraska
$2.14M 28,633 +28,633 New
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$2.05M 27,382 -1,072 -4%
MCWS
32
McKinley Carter Wealth Services
West Virginia
$1.99M 26,599 -163 -0.6%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$1.92M 25,627 +11,048 +76%
CA
34
Cetera Advisors
Colorado
$1.75M 23,411 -145 -0.6%
HWM
35
HB Wealth Management
Georgia
$1.67M 22,319 -780 -3%
CFAM
36
Coury Firm Asset Management
Pennsylvania
$1.66M 22,150 +22,150 New
AAS
37
Ameritas Advisory Services
Nebraska
$1.62M 21,729 +21,729 New
MW
38
MBL Wealth
North Carolina
$1.62M 21,639 +2,988 +16%
BW
39
Bison Wealth
Georgia
$1.47M 19,720 -26 -0.1%
JWM
40
Jackson Wealth Management
Florida
$1.46M 19,574 +825 +4%
AWM
41
AE Wealth Management
Kansas
$1.46M 19,526 +19,526 New
WA
42
Waddell & Associates
Tennessee
$1.45M 19,345 -685 -3%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$1.43M 19,150 -1,567 -8%
ZIMP
44
Zimmermann Investment Management & Planning
Pennsylvania
$1.38M 18,513 -44,196 -70%
KAS
45
Kestra Advisory Services
Texas
$1.17M 15,702 -62 -0.4%
BPA
46
Beacon Pointe Advisors
California
$1.15M 15,445 -300 -2%
SWM
47
SeaCrest Wealth Management
New York
$1.14M 15,218 -3,801 -20%
WPIC
48
White Pine Investment Company
Michigan
$1.13M 15,121 +374 +3%
IWC
49
Integrated Wealth Concepts
Massachusetts
$1.09M 14,586 -178 -1%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$1.07M 14,262 -43 -0.3%
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