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Direxion NASDAQ-100 Equal Weighted Index Shares
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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 %
GGS
126
Galvin Gaustad & Stein
Arizona
$223K +$223K +2,635 New
CG
127
Cutler Group
California
$211K +$211K +2,495 New
WI
128
Wintrust Investments
Illinois
$209K +$209K +2,475 New
MOS
129
MGO One Seven
Ohio
$206K +$206K +2,428 New
APP
130
Avantax Planning Partners
Iowa
$201K +$201K +2,373 New
DFA
131
DHJJ Financial Advisors
Illinois
$198K +$4.32K +51 +2%
TWC
132
TD Waterhouse Canada
Ontario, Canada
$187K +$123K +1,500 +192%
IA
133
IFP Advisors
Florida
$175K – – –
National Bank of Canada
134
National Bank of Canada
Quebec, Canada
$129K +$129K +1,542 New
AF
135
Advisornet Financial
Minnesota
$119K +$119K +1,402 New
TRCT
136
Tower Research Capital (TRC)
New York
$114K -$767K -9,063 -87%
DIP
137
DT Investment Partners
Pennsylvania
$112K -$5.62K -65 -5%
BWM
138
Baystate Wealth Management
Massachusetts
$112K +$112K +1,320 New
GRP
139
Global Retirement Partners
California
$101K +$84 +1 +0.1%
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$95K +$30.4K +360 +47%
WC
141
Westwind Capital
New Mexico
$93K – – –
NS
142
NBC Securities
Alabama
$83K -$1.26K -15 -1%
HCM
143
Hollencrest Capital Management
California
$82.3K – – –
BBPWM
144
Blue Bell Private Wealth Management
Pennsylvania
$77.2K – – –
SWM
145
Spire Wealth Management
Virginia
$75.3K – – –
BCMLT
146
Beacon Capital Management LLC (Tennessee)
Tennessee
$49.1K – – –
Fidelity Investments
147
Fidelity Investments
Massachusetts
$41.3K -$4.99K -59 -11%
PMFA
148
Plante Moran Financial Advisors
Michigan
$38.4K +$38.4K +454 New
GWSG
149
GPS Wealth Strategies Group
Colorado
$37.3K – – –
GWM
150
Geneos Wealth Management
Colorado
$36.3K – – –
4 5
6
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