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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.

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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$20.4M
2
PCM
Presidio Capital Management
California
$1.11M
3
AWM
Axxcess Wealth Management
California
$0
4
SW
SteelPeak Wealth
California
$479K
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TWC
151
TD Waterhouse Canada
Ontario, Canada
$201K – – –
National Bank of Canada
152
National Bank of Canada
Quebec, Canada
$200K +$65.9K +761 +49%
AF
153
Allworth Financial
California
$199K +$199K +2,232 New
IA
154
IFP Advisors
Florida
$184K – – –
WWP
155
WR Wealth Planners
Missouri
$132K +$132K +1,478 New
AF
156
Advisornet Financial
Minnesota
$125K +$357 +4 +0.3%
VWWMG
157
Vermillion & White Wealth Management Group
Pennsylvania
$119K +$119K +1,334 New
DIP
158
DT Investment Partners
Pennsylvania
$116K – – –
GRP
159
Global Retirement Partners
California
$107K +$89 +1 +0.1%
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$105K +$4.98K +56 +5%
HCM
161
Hollencrest Capital Management
California
$87.2K +$357 +4 +0.4%
Fidelity Investments
162
Fidelity Investments
Massachusetts
$85.2K +$41.7K +468 +96%
BCV
163
Banque Cantonale Vaudoise
Switzerland
$85K +$85K +952 New
NS
164
NBC Securities
Alabama
$81K -$7.02K -79 -8%
BBPWM
165
Blue Bell Private Wealth Management
Pennsylvania
$80.3K -$981 -11 -1%
SWM
166
Spire Wealth Management
Virginia
$78.6K – – –
PTC
167
Private Trust Company
Ohio
$59.9K +$59.9K +671 New
BCMLT
168
Beacon Capital Management LLC (Tennessee)
Tennessee
$58.6K – – –
GWSG
169
GPS Wealth Strategies Group
Colorado
$39.3K – – –
GWM
170
Geneos Wealth Management
Colorado
$38.3K – – –
HGERS
171
Householder Group Estate & Retirement Specialist
Arizona
$38K +$38K +425 New
FRA
172
Front Row Advisors
California
$36.6K – – –
AA
173
Ancora Advisors
Ohio
$31.5K – – –
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$30.9K +$30.9K +346 New
SPIA
175
Steward Partners Investment Advisory
New York
$30.4K – – –
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