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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 %
SWM
76
SeaCrest Wealth Management
New York
$668K -$582K -7,087 -47%
SPC
77
Sigma Planning Corp
Michigan
$659K +$371K +4,389 +129%
SWA
78
Stratos Wealth Advisors
Ohio
$656K -$5.5K -65 -0.8%
CCFM
79
Clear Creek Financial Management
Washington
$605K +$1.95K +23 +0.3%
Deutsche Bank
80
Deutsche Bank
Germany
$590K – – –
FFN
81
Focus Financial Network
Minnesota
$584K +$6.09K +72 +1%
RFG
82
RFP Financial Group
Georgia
$571K -$31.5M -372,342 -98%
CAN
83
Cetera Advisor Networks
California
$567K +$292K +3,454 +106%
SAM
84
Smartleaf Asset Management
Massachusetts
$554K +$554K +6,526 New
APA
85
Astoria Portfolio Advisors
New York
$553K +$553K +6,413 New
GIA
86
Gladstone Institutional Advisory
Florida
$540K -$4.06K -48 -0.7%
MIM
87
MTM Investment Management
South Carolina
$524K – – –
SWA
88
Sax Wealth Advisors
New Jersey
$500K +$500K +5,905 New
FHC
89
First Heartland Consultants
Missouri
$498K -$34K -401 -6%
TWM
90
Tradition Wealth Management
Minnesota
$496K +$144K +1,702 +41%
FIM
91
Freedom Investment Management
Connecticut
$491K +$491K +5,804 New
DADC
92
D.A. Davidson & Co
Montana
$464K +$464K +5,478 New
KP
93
Keel Point
Alabama
$455K -$99.3K -1,173 -18%
DAS
94
Dynamic Advisor Solutions
Arizona
$451K -$140K -1,703 -24%
RPCONE
95
Retirement Planning Company of New England
Rhode Island
$450K +$68.4K +808 +18%
PA
96
Parallel Advisors
California
$434K – – –
TFP
97
Tilia Fiduciary Partners
North Carolina
$407K -$17.9K -211 -4%
WC
98
Waterloo Capital
Texas
$405K +$8.04K +95 +2%
MCCA
99
Mill Creek Capital Advisors
Pennsylvania
$383K – – –
MIH
100
Meitav Investment House
Israel
$364K +$364K +4,300 New
2 3
4
5 6