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Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE

73 hedge funds and large institutions have $111M invested in Direxion NASDAQ-100 Equal Weighted Index ETF in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

1.67% less ownership

Funds ownership: 32.4% → 30.73% (-1.7%)

3% less funds holding

Funds holding: 75 → 73 (-2)

8% less capital invested

Capital invested by funds: $121M → $111M (-$9.67M)

17% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 23

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
73
Holders Change
-2
Holders Change %
-2.67%
% of All Funds
1.28%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
11
Increased
19
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$3.63M
2
Morgan Stanley
Morgan Stanley
New York
+$2.04M
3
HighTower Advisors
HighTower Advisors
Illinois
+$718K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$607K
5
FTUS
Flow Traders U.S.
New York
+$532K

Top Sellers

Rank Fund Capital Flow
1
EE
EWG Elevate
California
-$5.6M
2
EWP
Engrave Wealth Partners
Texas
-$4.18M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.92M
4
OPWM
Oxinas Partners Wealth Management
Indiana
-$3.26M
5
Bank of America
Bank of America
North Carolina
-$1.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
51
Heck Capital Advisors
Wisconsin
$114K – – –
CFGS
52
Concourse Financial Group Securities
Alabama
$84K -$154 -2 -0.2%
Wells Fargo
53
Wells Fargo
California
$68K +$77 +1 +0.1%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$47K -$9.14K -119 -16%
SWM
55
Spire Wealth Management
Virginia
$41K +$41.2K +536 New
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$40K +$39.5K +514 New
PFGIA
57
Patriot Financial Group Insurance Agency
Massachusetts
$39K – – –
MF
58
Manchester Financial
California
$35K -$1.23K -16 -3%
FRA
59
Front Row Advisors
California
$35K – – –
CT
60
Caldwell Trust
Florida
$26.9K – – –
AA
61
Ancora Advisors
Ohio
$26K – – –
GG
62
Gleason Group
Kentucky
$24K – – –
HI
63
Harbour Investments
Wisconsin
$24K +$24K +313 New
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$21K – – –
ADL
65
Asset Dedication LLC
California
$6K – – –
AIC
66
Archer Investment Corporation
Indiana
$5.54K – – –
IRC
67
Investors Research Corp
Georgia
$4K – – –
IF
68
Ironwood Financial
Arizona
$4K +$3.84K +50 New
OIA
69
Optimum Investment Advisors
Illinois
$2K – – –
SIM
70
Sonora Investment Management
Arizona
$2K – – –
AIM
71
Anchor Investment Management
South Carolina
$1.23K +$77 +1 +7%
GAM
72
Grandview Asset Management
Pennsylvania
$1K +$1.15K +15 New
MA
73
Montag & Associates
Georgia
$1K +$1.38K +18 New
EE
74
EWG Elevate
California
– -$5.6M -74,494 Closed
FFN
75
Focus Financial Network
Minnesota
– -$668K -8,888 Closed
1 2
3
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QQQE Hedge Fund Activity: Q1 2021 in Review

73 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) for Q1 2021, worth a combined $111M — down 8% from $121M a quarter earlier.

Fund positioning in QQQE was balanced in Q1 2021: 11 funds opened new positions, 11 closed out, 19 added to existing stakes and 23 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $3.63M. The largest seller was EWG Elevate, exiting entirely with an estimated $5.6M sold.

  • 73 institutional investors held Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) as of Q1 2021, down from 75 in Q4 2020.
  • Funds reported $111M of Direxion NASDAQ-100 Equal Weighted Index ETF stock for Q1 2021, down 8% quarter-over-quarter.
  • 11 funds opened new Direxion NASDAQ-100 Equal Weighted Index ETF positions in Q1 2021 and 11 closed out, a net change of 0 holders.
  • The largest Direxion NASDAQ-100 Equal Weighted Index ETF buyer in Q1 2021 was Goldman Sachs, an estimated $3.63M added.
  • The largest Direxion NASDAQ-100 Equal Weighted Index ETF seller in Q1 2021 was EWG Elevate, an estimated $5.6M sold.

Based on aggregated 13F filings for Q1 2021.