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Direxion NASDAQ-100 Equal Weighted Index ETF

180 hedge funds and large institutions have $612M invested in Direxion NASDAQ-100 Equal Weighted Index ETF in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 52 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 15

113% more call options, than puts

Call options by funds: $20.9M | Put options by funds: $9.8M

26% more capital invested

Capital invested by funds: $486M → $612M (+$126M)

18% more funds holding

Funds holding: 152180 (+28)

6% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 49

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

3.45% less ownership

Funds ownership: 59.11%55.66% (-3.5%)

Holders
180
Holders Change
+28
Holders Change %
+18.42%
% of All Funds
2.62%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
45
Increased
52
Reduced
49
Closed
15
Calls
$20.9M
Puts
$9.8M
Net Calls
+$11.1M
Net Calls Change
+$28.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
126
Purus Wealth Management
California
$226K +$206K +2,665 New
GGS
127
Galvin Gaustad & Stein
Arizona
$223K +$204K +2,635 New
CG
128
Cutler Group
California
$211K +$193K +2,495 New
WI
129
Wintrust Investments
Illinois
$209K +$192K +2,475 New
MOS
130
MGO One Seven
Ohio
$206K +$188K +2,428 New
APP
131
Avantax Planning Partners
Iowa
$201K +$184K +2,373 New
DFA
132
DHJJ Financial Advisors
Illinois
$198K +$3.95K +51 +2%
TWC
133
TD Waterhouse Canada
Ontario, Canada
$187K +$116K +1,500 +192%
IA
134
IFP Advisors
Florida
$175K
National Bank of Canada
135
National Bank of Canada
Quebec, Canada
$129K +$119K +1,542 New
AF
136
Advisornet Financial
Minnesota
$119K +$109K +1,402 New
TRCT
137
Tower Research Capital (TRC)
New York
$114K -$702K -9,063 -87%
DIP
138
DT Investment Partners
Pennsylvania
$112K -$5.03K -65 -5%
BWM
139
Baystate Wealth Management
Massachusetts
$112K +$102K +1,320 New
GRP
140
Global Retirement Partners
California
$101K +$77 +1 +0.1%
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$95K +$27.9K +360 +47%
WC
142
Westwind Capital
New Mexico
$93K
NS
143
NBC Securities
Alabama
$83K -$1.16K -15 -1%
HCM
144
Hollencrest Capital Management
California
$82.3K
BBPWM
145
Blue Bell Private Wealth Management
Pennsylvania
$77.2K
SWM
146
Spire Wealth Management
Virginia
$75.3K
BCMLT
147
Beacon Capital Management LLC (Tennessee)
Tennessee
$49.1K
CT
148
Caldwell Trust
Florida
$42.3K +$11.6K +150 +43%
Fidelity Investments
149
Fidelity Investments
Massachusetts
$41.3K -$4.57K -59 -11%
PMFA
150
Plante Moran Financial Advisors
Michigan
$38.4K +$35.1K +454 New

QQQE Hedge Fund Activity: Q4 2023 in Review

180 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) for Q4 2023, worth a combined $612M — up 26% from $486M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new QQQE positions and 15 closed out — a net gain of 30 holders — while 52 added to existing stakes and 49 trimmed.

The largest buyer was Waddell & Associates, adding an estimated $26M. The largest seller was Goldman Sachs, cutting an estimated $52.2M.

  • 180 institutional investors held Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) as of Q4 2023, up from 152 in Q3 2023.
  • Funds reported $612M of Direxion NASDAQ-100 Equal Weighted Index ETF stock for Q4 2023, up 26% quarter-over-quarter.
  • 45 funds opened new Direxion NASDAQ-100 Equal Weighted Index ETF positions in Q4 2023 and 15 closed out, a net change of +30 holders.
  • The largest Direxion NASDAQ-100 Equal Weighted Index ETF buyer in Q4 2023 was Waddell & Associates, an estimated $26M added.
  • The largest Direxion NASDAQ-100 Equal Weighted Index ETF seller in Q4 2023 was Goldman Sachs, an estimated $52.2M sold.

Based on aggregated 13F filings for Q4 2023.