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Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE

Overview Fund Activity

178 hedge funds and large institutions have $612M invested in Direxion NASDAQ-100 Equal Weighted Index Shares in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 50 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+28
Holders Change %
+18.67%
% of All Funds
2.61%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
45
Increased
50
Reduced
49
Closed
15
Calls
$20.9M
Puts
$9.8M
Net Calls
+$11.1M
Net Calls Change
+$28.6M

Top Buyers

1
WA
Waddell & Associates
Tennessee
+$28.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$14.2M
3
CFG
Carr Financial Group
Massachusetts
+$12M
4
SW
SteelPeak Wealth
California
+$11.4M
5
Bank of America
Bank of America
North Carolina
+$9.68M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$57.1M
2
RFG
RFP Financial Group
Georgia
-$31.5M
3
HF
HRT Financial
New York
-$6.52M
4
RJT
Raymond James Trust
Florida
-$5.24M
5
Osaic Holdings
Osaic Holdings
Arizona
-$3.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPIC
51
White Pine Investment Company
Michigan
$1.33M +$44.9K +530 +4%
KAS
52
Kestra Advisory Services
Texas
$1.31M -$17.5K -207 -1%
BPA
53
Beacon Pointe Advisors
California
$1.22M -$87.6K -1,035 -7%
IWC
54
Integrated Wealth Concepts
Massachusetts
$1.17M -$66.6K -787 -5%
CAG
55
Curtis Advisory Group
California
$1.15M +$1.15M +13,588 New
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$1.14M -$67.1K -793 -6%
WF
57
Warner Financial
Maryland
$1.12M +$248K +2,932 +29%
RA
58
RFG Advisory
Alabama
$1.1M -$28.1K -332 -3%
ZIMP
59
Zimmermann Investment Management & Planning
Pennsylvania
$1.08M -$488K -5,761 -31%
Comerica Bank
60
Comerica Bank
Texas
$1.06M -$94.9K -1,121 -8%
PAG
61
Private Advisor Group
New Jersey
$1.05M +$108K +1,280 +12%
AGDI
62
Absolute Gestao de Investimentos
Brazil
$1.01M +$1.01M +11,900 New
ACS
63
Archford Capital Strategies
Illinois
$967K -$28.8K -340 -3%
WAP
64
Wealthcare Advisory Partners
Pennsylvania
$938K +$152K +1,791 +19%
OPS
65
Orion Portfolio Solutions
Nebraska
$927K -$1.68K -20 -0.2%
BCI
66
Brinker Capital Investments
Pennsylvania
$927K -$1.68K -20 -0.2%
AAS
67
Avantax Advisory Services
Texas
$888K -$11.4K -135 -1%
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
$861K +$861K +10,176 New
CMS
69
Capital Market Strategies
Florida
$860K -$40.5K -478 -4%
MAM
70
Mystic Asset Management
Rhode Island
$854K +$77K +910 +10%
FA
71
Flagstar Advisors
New York
$834K +$834K +9,852 New
Mariner
72
Mariner
Kansas
$826K +$826K +9,759 New
DIA
73
Dana Investment Advisors
Wisconsin
$826K +$826K +9,756 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
74
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$762K – – –
RIA
75
Regal Investment Advisors
Michigan
$761K +$133K +1,577 +21%
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3
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