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Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE

Overview Fund Activity

206 hedge funds and large institutions have $686M invested in Direxion NASDAQ-100 Equal Weighted Index Shares in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 78 increasing their positions, 43 reducing their positions, and 14 closing their positions.

Holders
206
Holders Change
+28
Holders Change %
+15.73%
% of All Funds
2.99%
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
78
Reduced
43
Closed
14
Calls
$2.21M
Puts
$20.3M
Net Calls
-$18.1M
Net Calls Change
-$29.2M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$82.3M
2
TIA
2
Traphagen Investment Advisors
New Jersey
$39.5M
3
UBS Group
3
UBS Group
Switzerland
$36.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$44.4M
5
FFG
5
Frisch Financial Group
New York
$14.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$20.4M
2
PCM
2
Presidio Capital Management
California
$1.11M
3
AWM
3
Axxcess Wealth Management
California
$0
4
SW
4
SteelPeak Wealth
California
$479K
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
101
Sax Wealth Advisors
New Jersey
$527K – – –
FHC
102
First Heartland Consultants
Missouri
$525K +$268 +3 +0.1%
AWS
103
Atria Wealth Solutions
New York
$512K +$224K +2,509 +78%
KP
104
Keel Point
Alabama
$480K +$446 +5 +0.1%
SW
105
SteelPeak Wealth
California
$479K -$11.6M -129,638 -96%
BRWA
106
B. Riley Wealth Advisors
Florida
$466K -$3.26M -43,662 -87%
PA
107
Parallel Advisors
California
$457K – – –
D.E. Shaw & Co
108
D.E. Shaw & Co
New York
$451K +$451K +5,056 New
WC
109
Waterloo Capital
Texas
$425K -$1.96K -22 -0.5%
DAS
110
Dynamic Advisor Solutions
Arizona
$407K -$83K -930 -17%
TFP
111
Tilia Fiduciary Partners
North Carolina
$406K -$22.7K -254 -5%
MCCA
112
Mill Creek Capital Advisors
Pennsylvania
$403K – – –
CG
113
Cutler Group
California
$387K +$165K +1,852 +74%
PWM
114
Paulson Wealth Management
Illinois
$378K – – –
ASN
115
Advisory Services Network
Georgia
$368K +$350K +3,918 +1,911%
EW
116
Element Wealth
Mississippi
$354K – – –
JPMorgan Chase & Co
117
JPMorgan Chase & Co
New York
$347K -$561K -6,291 -62%
MPW
118
Monterey Private Wealth
California
$341K +$8.56K +96 +3%
Envestnet Portfolio Solutions
119
Envestnet Portfolio Solutions
Illinois
$329K +$329K +3,689 New
PCMF
120
Private Capital Management (Florida)
Florida
$326K +$8.48K +95 +3%
MIH
121
Meitav Investment House
Israel
$321K -$62.4K -700 -16%
BWM
122
BCS Wealth Management
Tennessee
$317K – – –
ECM
123
Evergreen Capital Management
Washington
$316K – – –
Cerity Partners
124
Cerity Partners
New York
$312K – – –
APW
125
Aurora Private Wealth
New Jersey
$299K +$1.25K +14 +0.4%
3 4
5
6 7