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Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE

85 hedge funds and large institutions have $131M invested in Direxion NASDAQ-100 Equal Weighted Index ETF in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

56% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 18

9% more capital invested

Capital invested by funds: $120M → $131M (+$10.7M)

8% more funds holding

Funds holding: 79 → 85 (+6)

0.63% more ownership

Funds ownership: 31.56% → 32.19% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

94% less call options, than puts

Call options by funds: $406K | Put options by funds: $6.27M

Holders
85
Holders Change
+6
Holders Change %
+7.59%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
28
Reduced
18
Closed
6
Calls
$406K
Puts
$6.27M
Net Calls
-$5.87M
Net Calls Change
+$14.7M

Top Buyers

Rank Fund Capital Flow
1
EWP
Engrave Wealth Partners
Texas
+$11.3M
2
BCM
Beck Capital Management
Texas
+$2.36M
3
Ameriprise
Ameriprise
Minnesota
+$1.4M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.35M
5
LPL Financial
LPL Financial
California
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
SAM
Synergy Asset Management
Washington
-$6.08M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.88M
3
CAN
Cetera Advisor Networks
California
-$275K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$256K
5
HH
Hilltop Holdings
Texas
-$217K
Name Holding Trade Value Shares
Change 		Change in
Stake
VAS
51
Vestmark Advisory Solutions
Massachusetts
$252K -$3.23K -38 -1%
TWM
52
Tradition Wealth Management
Minnesota
$245K +$85 +1 +0%
MPW
53
Monterey Private Wealth
California
$241K +$6.55K +77 +3%
IA
54
IFP Advisors
Florida
$171K – – –
WC
55
Westwind Capital
New Mexico
$165K – – –
HCA
56
Heck Capital Advisors
Wisconsin
$123K – – –
Fidelity Investments
57
Fidelity Investments
Massachusetts
$114K -$9.87K -116 -8%
BBPWM
58
Blue Bell Private Wealth Management
Pennsylvania
$82K +$680 +8 +0.8%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$81K +$39.9K +469 +91%
Wells Fargo
60
Wells Fargo
California
$74K -$85 -1 -0.1%
SSB
61
Sandy Spring Bank
Maryland
$66K – – –
CFGS
62
Concourse Financial Group Securities
Alabama
$45K -$9.61K -113 -17%
SWM
63
Spire Wealth Management
Virginia
$44K – – –
PFGIA
64
Patriot Financial Group Insurance Agency
Massachusetts
$42K – – –
Jones Financial Companies
65
Jones Financial Companies
Missouri
$41K +$42.5K +500 New
GWSG
66
GPS Wealth Strategies Group
Colorado
$37K +$37.5K +441 New
FRA
67
Front Row Advisors
California
$34K – – –
CT
68
Caldwell Trust
Florida
$29K – – –
AA
69
Ancora Advisors
Ohio
$29K +$85 +1 +0.3%
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$26K – – –
Koshinski Asset Management
71
Koshinski Asset Management
Illinois
$25.6K +$26.3K +309 New
GG
72
Gleason Group
Kentucky
$25K – – –
HI
73
Harbour Investments
Wisconsin
$21K +$85 +1 +0.4%
BWL
74
Bogart Wealth LLC
Virginia
$9K +$9.7K +114 New
ADL
75
Asset Dedication LLC
California
$6K – – –
1 2
3
4

QQQE Hedge Fund Activity: Q3 2021 in Review

85 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) for Q3 2021, worth a combined $131M — up 8.9% from $120M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new QQQE positions and 6 closed out — a net gain of 7 holders — while 28 added to existing stakes and 18 trimmed.

The largest buyer was Engrave Wealth Partners, adding an estimated $11.3M. The largest seller was Synergy Asset Management, exiting entirely with an estimated $6.08M sold.

  • 85 institutional investors held Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) as of Q3 2021, up from 79 in Q2 2021.
  • Funds reported $131M of Direxion NASDAQ-100 Equal Weighted Index ETF stock for Q3 2021, up 8.9% quarter-over-quarter.
  • 13 funds opened new Direxion NASDAQ-100 Equal Weighted Index ETF positions in Q3 2021 and 6 closed out, a net change of +7 holders.
  • The largest Direxion NASDAQ-100 Equal Weighted Index ETF buyer in Q3 2021 was Engrave Wealth Partners, an estimated $11.3M added.
  • The largest Direxion NASDAQ-100 Equal Weighted Index ETF seller in Q3 2021 was Synergy Asset Management, an estimated $6.08M sold.

Based on aggregated 13F filings for Q3 2021.