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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 %
PWM
101
Paulson Wealth Management
Illinois
$359K – – –
EW
102
Element Wealth
Mississippi
$336K – – –
JWCA
103
J.W. Cole Advisors
Florida
$324K -$43.9K -519 -12%
MPW
104
Monterey Private Wealth
California
$315K +$1.95K +23 +0.6%
SAG
105
SageView Advisory Group
California
$307K +$307K +3,550 New
IAN
106
Integrated Advisors Network
Texas
$305K +$7.28K +86 +2%
GA
107
Gateway Advisory
New Jersey
$302K -$8.21K -97 -3%
PCMF
108
Private Capital Management (Florida)
Florida
$301K +$23.7K +280 +9%
BWM
109
BCS Wealth Management
Tennessee
$300K – – –
ECM
110
Evergreen Capital Management
Washington
$300K – – –
Cerity Partners
111
Cerity Partners
New York
$296K – – –
APW
112
Aurora Private Wealth
New Jersey
$283K – – –
LNC
113
Lincoln National Corp
Pennsylvania
$283K -$15.7K -186 -5%
HFS
114
Howard Financial Services
Texas
$277K +$85 +1 +0%
AWS
115
Atria Wealth Solutions
New York
$273K -$20.1K -237 -7%
CT
116
Colonial Trust
South Carolina
$269K – – –
TSS
117
Two Sigma Securities
New York
$265K +$265K +3,133 New
TCWM
118
Total Clarity Wealth Management
Illinois
$265K -$19.6K -232 -7%
MML Investors Services
119
MML Investors Services
Massachusetts
$259K +$29.9K +353 +13%
Qube Research & Technologies (QRT)
120
Qube Research & Technologies (QRT)
United Kingdom
$246K +$147K +1,740 +149%
DI
121
Diligent Investors
California
$245K – – –
IWM
122
IHT Wealth Management
Illinois
$243K +$243K +2,871 New
DC
123
Davenport & Co
Virginia
$242K -$846 -10 -0.3%
KFS
124
Kaizen Financial Strategies
California
$233K -$25.4K -300 -10%
PWM
125
Purus Wealth Management
California
$226K +$226K +2,665 New
3 4
5
6 7