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Direxion NASDAQ-100 Equal Weighted Index ETF

208 hedge funds and large institutions have $687M invested in Direxion NASDAQ-100 Equal Weighted Index ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 79 increasing their positions, 43 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 14

84% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 43

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

16% more funds holding

Funds holding: 180208 (+28)

12% more capital invested

Capital invested by funds: $612M → $687M (+$74.1M)

2% less ownership

Funds ownership: 55.66%53.66% (-2%)

89% less call options, than puts

Call options by funds: $2.21M | Put options by funds: $20.3M

Holders
208
Holders Change
+28
Holders Change %
+15.56%
% of All Funds
3%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
44
Increased
79
Reduced
43
Closed
14
Calls
$2.21M
Puts
$20.3M
Net Calls
-$18.1M
Net Calls Change
-$29.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
51
Cascade Wealth Advisors
Washington
$1.77M +$1.79M +20,608 New
GWP
52
Gateway Wealth Partners
Wisconsin
$1.7M +$1.66M +19,113 New
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$1.64M -$47.9K -552 -3%
PAG
54
Private Advisor Group
New Jersey
$1.57M +$451K +5,198 +42%
HWM
55
HB Wealth Management
Georgia
$1.56M -$329K -3,799 -18%
FA
56
Fiduciary Alliance
South Carolina
$1.51M +$1.48M +17,020 New
WPIC
57
White Pine Investment Company
Michigan
$1.44M +$46.4K +535 +3%
WF
58
Warner Financial
Maryland
$1.4M +$212K +2,442 +19%
KAS
59
Kestra Advisory Services
Texas
$1.38M +$260 +3 +0%
BPA
60
Beacon Pointe Advisors
California
$1.29M
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$1.25M +$43K +496 +4%
CAG
62
Curtis Advisory Group
California
$1.23M +$20.7K +239 +2%
Comerica Bank
63
Comerica Bank
Texas
$1.15M +$27.4K +316 +3%
FA
64
Flagstar Advisors
New York
$1.12M +$231K +2,659 +27%
PCM
65
Presidio Capital Management
California
$1.11M -$21.1M -243,012 -95%
WAP
66
Wealthcare Advisory Partners
Pennsylvania
$1.03M +$36K +415 +4%
ACS
67
Archford Capital Strategies
Illinois
$1.02M +$173 +2 +0%
AAS
68
Avantax Advisory Services
Texas
$1.02M +$78.6K +906 +9%
ZIMP
69
Zimmermann Investment Management & Planning
Pennsylvania
$1.01M -$127K -1,462 -11%
Qube Research & Technologies (QRT)
70
Qube Research & Technologies (QRT)
United Kingdom
$1M +$722K +8,332 +287%
BCI
71
Brinker Capital Investments
Pennsylvania
$1,000K +$12.7K +146 +1%
OPS
72
Orion Portfolio Solutions
Nebraska
$1,000K +$12.7K +146 +1%
Citadel Advisors
73
Citadel Advisors
Florida
$985K -$1.08M -12,502 -53%
9WM
74
9258 Wealth Management
Ohio
$955K +$929K +10,710 New
MAM
75
Mystic Asset Management
Rhode Island
$913K +$12.1K +140 +1%

QQQE Hedge Fund Activity: Q1 2024 in Review

208 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) for Q1 2024, worth a combined $687M — up 12% from $612M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new QQQE positions and 14 closed out — a net gain of 30 holders — while 79 added to existing stakes and 43 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $25.7M. The largest seller was Morgan Stanley, cutting an estimated $27.8M.

  • 208 institutional investors held Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) as of Q1 2024, up from 180 in Q4 2023.
  • Funds reported $687M of Direxion NASDAQ-100 Equal Weighted Index ETF stock for Q1 2024, up 12% quarter-over-quarter.
  • 44 funds opened new Direxion NASDAQ-100 Equal Weighted Index ETF positions in Q1 2024 and 14 closed out, a net change of +30 holders.
  • The largest Direxion NASDAQ-100 Equal Weighted Index ETF buyer in Q1 2024 was Goldman Sachs, an estimated $25.7M added.
  • The largest Direxion NASDAQ-100 Equal Weighted Index ETF seller in Q1 2024 was Morgan Stanley, an estimated $27.8M sold.

Based on aggregated 13F filings for Q1 2024.