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Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE

Overview Fund Activity

150 hedge funds and large institutions have $486M invested in Direxion NASDAQ-100 Equal Weighted Index Shares in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 40 increasing their positions, 49 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+21
Holders Change %
+16.28%
% of All Funds
2.39%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
30
Increased
40
Reduced
49
Closed
8
Calls
$3.01M
Puts
$20.5M
Net Calls
-$17.5M
Net Calls Change
-$13.5M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$97.2M
2
BMM
2
Berkshire Money Management
Massachusetts
$53.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$35.9M
4
TIA
4
Traphagen Investment Advisors
New Jersey
$12.5M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$13.8M

Top Sellers

1
RFG
1
RFP Financial Group
Georgia
$28.3M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$0
3
HCA
3
Heck Capital Advisors
Wisconsin
$0
4
LPL Financial
4
LPL Financial
California
$15.2M
5
ZIMP
5
Zimmermann Investment Management & Planning
Pennsylvania
$1.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
126
Fidelity Investments
Massachusetts
$40.9K -$5.01K -67 -11%
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$39.1K +$39.1K +502 New
GWSG
128
GPS Wealth Strategies Group
Colorado
$33K – – –
GWM
129
Geneos Wealth Management
Colorado
$32.1K – – –
FRA
130
Front Row Advisors
California
$30.7K – – –
AA
131
Ancora Advisors
Ohio
$26.3K – – –
WWM
132
Wolff Wiese Magana
California
$25.8K +$25.8K +345 New
SPIA
133
Steward Partners Investment Advisory
New York
$25.5K – – –
GG
134
Gleason Group
Kentucky
$24.2K – – –
FHA
135
First Horizon Advisors
Tennessee
$13.3K – – –
CSPIA
136
Cary Street Partners Investment Advisory
Virginia
$8.81K – – –
CFGS
137
Concourse Financial Group Securities
Alabama
$8.52K -$2.69K -36 -24%
CIA
138
Cape Investment Advisory
Georgia
$7.93K – – –
BTI
139
Blue Trust Inc
Georgia
$7K – – –
AIC
140
Archer Investment Corporation
Indiana
$5.38K – – –
ADL
141
Asset Dedication LLC
California
$5K – – –
FIA
142
FNY Investment Advisers
New York
$5K +$5K +70 New
IRC
143
Investors Research Corp
Georgia
$4.26K – – –
GEA
144
Glen Eagle Advisors
New Jersey
$3.37K -$4.56K -61 -58%
CP
145
Castleview Partners
Texas
$2.47K – – –
OIA
146
Optimum Investment Advisors
Illinois
$1.87K – – –
TFA
147
Toth Financial Advisory
Virginia
$1.35K -$374 -5 -22%
NA
148
NewEdge Advisors
Louisiana
$1.12K +$1.12K +15 New
AIM
149
Anchor Investment Management
South Carolina
$224 – – –
Citigroup
150
Citigroup
New York
$75 – – –
3 4 5
6
7