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Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE

136 hedge funds and large institutions have $293M invested in Direxion NASDAQ-100 Equal Weighted Index ETF in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 47 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 13

68% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 28

54% more capital invested

Capital invested by funds: $191M → $293M (+$102M)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

14% more funds holding

Funds holding: 119 → 136 (+17)

9.97% more ownership

Funds ownership: 43.7% → 53.67% (+10%)

78% less call options, than puts

Call options by funds: $1.04M | Put options by funds: $4.82M

Holders
136
Holders Change
+17
Holders Change %
+14.29%
% of All Funds
2.17%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
32
Increased
47
Reduced
28
Closed
13
Calls
$1.04M
Puts
$4.82M
Net Calls
-$3.78M
Net Calls Change
-$3.69M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$33.2M
2
BMM
Berkshire Money Management
Massachusetts
+$9.99M
3
HighTower Advisors
HighTower Advisors
Illinois
+$6.59M
4
Morgan Stanley
Morgan Stanley
New York
+$5.1M
5
RJT
Raymond James Trust
Florida
+$4.98M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$9.57M
2
FTUS
Flow Traders U.S.
New York
-$2.87M
3
OC
Oppenheimer & Co
New York
-$2.51M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.88M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
76
AJ Wealth Strategies
New York
$330K – – –
MCCA
77
Mill Creek Capital Advisors
Pennsylvania
$328K – – –
HKIMG
78
Hutchens & Kramer Investment Management Group
Indiana
$311K +$296K +4,284 New
IA
79
IFP Advisors
Florida
$310K +$331K +4,788 +232%
TWM
80
Tradition Wealth Management
Minnesota
$302K +$32.6K +472 +13%
VWA
81
V Wealth Advisors
Kansas
$300K +$285K +4,129 New
Neuberger Berman Group
82
Neuberger Berman Group
New York
$292K -$477K -6,902 -63%
EW
83
Element Wealth
Mississippi
$288K – – –
IAN
84
Integrated Advisors Network
Texas
$285K +$1.59K +23 +0.6%
PA
85
PFG Advisors
Arizona
$279K +$266K +3,847 New
GA
86
Gateway Advisory
New Jersey
$278K +$264K +3,829 New
LNC
87
Lincoln National Corp
Pennsylvania
$271K +$34.6K +501 +15%
MPW
88
Monterey Private Wealth
California
$262K +$7.25K +105 +3%
TCWM
89
Total Clarity Wealth Management
Illinois
$261K +$69 +1 +0%
CCFM
90
Clear Creek Financial Management
Washington
$257K +$245K +3,549 New
ECM
91
Evergreen Capital Management
Washington
$257K – – –
APW
92
Aurora Private Wealth
New Jersey
$246K +$276 +4 +0.1%
CI
93
CPR Investments
Michigan
$245K +$233K +3,376 New
HFS
94
Howard Financial Services
Texas
$236K -$621 -9 -0.3%
BW
95
Bison Wealth
Georgia
$216K -$69 -1 -0%
VAS
96
Vestmark Advisory Solutions
Massachusetts
$214K +$203K +2,947 New
FIA
97
Foundations Investment Advisors
Arizona
$210K +$200K +2,898 New
DI
98
Diligent Investors
California
$210K -$37.8K -548 -16%
FIM
99
Freedom Investment Management
Connecticut
$202K +$192K +2,785 New
BAM
100
Belpointe Asset Management
Nevada
$128K +$96.4K +1,396 +382%
2 3
4
5 6

QQQE Hedge Fund Activity: Q1 2023 in Review

136 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) for Q1 2023, worth a combined $293M — up 54% from $191M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new QQQE positions and 13 closed out — a net gain of 19 holders — while 47 added to existing stakes and 28 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $33.2M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $9.57M sold.

  • 136 institutional investors held Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) as of Q1 2023, up from 119 in Q4 2022.
  • Funds reported $293M of Direxion NASDAQ-100 Equal Weighted Index ETF stock for Q1 2023, up 54% quarter-over-quarter.
  • 32 funds opened new Direxion NASDAQ-100 Equal Weighted Index ETF positions in Q1 2023 and 13 closed out, a net change of +19 holders.
  • The largest Direxion NASDAQ-100 Equal Weighted Index ETF buyer in Q1 2023 was Goldman Sachs, an estimated $33.2M added.
  • The largest Direxion NASDAQ-100 Equal Weighted Index ETF seller in Q1 2023 was JP Morgan Chase, an estimated $9.57M sold.

Based on aggregated 13F filings for Q1 2023.