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Direxion NASDAQ-100 Equal Weighted Index ETF

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: 23 (+1)

14% more funds holding

Funds holding: 119136 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
DIP
101
DT Investment Partners
Pennsylvania
$106K
GRP
102
Global Retirement Partners
California
$83.5K +$30.9K +448 +60%
WC
103
Westwind Capital
New Mexico
$80.1K
BBPWM
104
Blue Bell Private Wealth Management
Pennsylvania
$72.1K
HI
105
Harbour Investments
Wisconsin
$63.2K
HCM
106
Hollencrest Capital Management
California
$61.6K +$58.6K +849 New
Wells Fargo
107
Wells Fargo
California
$56.2K +$21.7K +315 +69%
TRCT
108
Tower Research Capital (TRC)
New York
$53K +$28.7K +416 +130%
BCMLT
109
Beacon Capital Management LLC (Tennessee)
Tennessee
$47.7K
CWP
110
Concord Wealth Partners
Virginia
$43.7K
SWM
111
Spire Wealth Management
Virginia
$38.9K
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$35K
GWSG
113
GPS Wealth Strategies Group
Colorado
$32K +$30.4K +441 New
GWM
114
Geneos Wealth Management
Colorado
$31.1K
FRA
115
Front Row Advisors
California
$30K +$28.3K +410 New
SSB
116
Sandy Spring Bank
Maryland
$29K
AA
117
Ancora Advisors
Ohio
$25.5K
CT
118
Caldwell Trust
Florida
$25.4K
SPIA
119
Steward Partners Investment Advisory
New York
$24.7K
GG
120
Gleason Group
Kentucky
$23.4K
FHA
121
First Horizon Advisors
Tennessee
$12.9K +$12.3K +178 New
CFGS
122
Concourse Financial Group Securities
Alabama
$10.9K -$4.9K -71 -32%
Simplex Trading
123
Simplex Trading
Illinois
$10K +$9.94K +144 New
CSPIA
124
Cary Street Partners Investment Advisory
Virginia
$8.51K
Fidelity Investments
125
Fidelity Investments
Massachusetts
$8.34K -$4.14K -60 -34%

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.