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Direxion NASDAQ-100 Equal Weighted Index ETF

152 hedge funds and large institutions have $486M invested in Direxion NASDAQ-100 Equal Weighted Index ETF in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 41 increasing their positions, 49 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 8

16% more funds holding

Funds holding: 131152 (+21)

13% more capital invested

Capital invested by funds: $428M → $486M (+$57.7M)

0.84% more ownership

Funds ownership: 58.27%59.11% (+0.84%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

16% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 49

85% less call options, than puts

Call options by funds: $3.01M | Put options by funds: $20.5M

Holders
152
Holders Change
+21
Holders Change %
+16.03%
% of All Funds
2.41%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
30
Increased
41
Reduced
49
Closed
8
Calls
$3.01M
Puts
$20.5M
Net Calls
-$17.5M
Net Calls Change
-$13.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
51
Comerica Bank
Texas
$1.02M +$1.06M +13,673 New
RA
52
RFG Advisory
Alabama
$993K -$29.1K -376 -3%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$956K -$1.01M -13,039 -50%
Truist Financial
54
Truist Financial
North Carolina
$903K +$534K +6,890 +133%
ACS
55
Archford Capital Strategies
Illinois
$880K -$5.65K -73 -0.6%
PAG
56
Private Advisor Group
New Jersey
$832K -$578K -7,463 -40%
BCI
57
Brinker Capital Investments
Pennsylvania
$829K
OPS
58
Orion Portfolio Solutions
Nebraska
$829K
JMPWA
59
JP Morgan Private Wealth Advisors
California
$808K +$596K +7,702 +249%
AAS
60
Avantax Advisory Services
Texas
$794K +$13.5K +174 +2%
CMS
61
Capital Market Strategies
Florida
$780K +$3.87K +50 +0.5%
TRCT
62
Tower Research Capital (TRC)
New York
$778K +$806K +10,406 New
WF
63
Warner Financial
Maryland
$768K +$30.6K +395 +4%
WAP
64
Wealthcare Advisory Partners
Pennsylvania
$695K -$17.1K -221 -2%
MAM
65
Mystic Asset Management
Rhode Island
$686K +$161K +2,080 +29%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
66
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$673K
SWA
67
Stratos Wealth Advisors
Ohio
$585K +$605K +7,818 New
RIA
68
Regal Investment Advisors
Michigan
$554K -$762K -9,835 -57%
FSA
69
Financial Services Advisory
Maryland
$543K -$623K -8,051 -53%
DAS
70
Dynamic Advisor Solutions
Arizona
$538K +$79.1K +1,021 +17%
CCFM
71
Clear Creek Financial Management
Washington
$533K -$7.98K -103 -1%
Deutsche Bank
72
Deutsche Bank
Germany
$522K
FFN
73
Focus Financial Network
Minnesota
$511K -$72.6K -937 -12%
KP
74
Keel Point
Alabama
$489K +$507K +6,544 New
GIA
75
Gladstone Institutional Advisory
Florida
$480K +$497K +6,423 New

QQQE Hedge Fund Activity: Q3 2023 in Review

152 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) for Q3 2023, worth a combined $486M — up 13% from $428M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new QQQE positions and 8 closed out — a net gain of 22 holders — while 41 added to existing stakes and 49 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $42M. The largest seller was RFP Financial Group, cutting an estimated $23.9M.

  • 152 institutional investors held Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) as of Q3 2023, up from 131 in Q2 2023.
  • Funds reported $486M of Direxion NASDAQ-100 Equal Weighted Index ETF stock for Q3 2023, up 13% quarter-over-quarter.
  • 30 funds opened new Direxion NASDAQ-100 Equal Weighted Index ETF positions in Q3 2023 and 8 closed out, a net change of +22 holders.
  • The largest Direxion NASDAQ-100 Equal Weighted Index ETF buyer in Q3 2023 was Goldman Sachs, an estimated $42M added.
  • The largest Direxion NASDAQ-100 Equal Weighted Index ETF seller in Q3 2023 was RFP Financial Group, an estimated $23.9M sold.

Based on aggregated 13F filings for Q3 2023.