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Direxion NASDAQ-100 Equal Weighted Index ETF

32 hedge funds and large institutions have $32.3M invested in Direxion NASDAQ-100 Equal Weighted Index ETF in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 8

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

26% more capital invested

Capital invested by funds: $25.7M → $32.3M (+$6.58M)

7% more funds holding

Funds holding: 3032 (+2)

3.65% more ownership

Funds ownership: 16.35%20% (+3.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
32
Holders Change
+2
Holders Change %
+6.67%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
15
Reduced
8
Closed
4
Calls
$1.65M
Puts
Net Calls
+$1.65M
Net Calls Change
+$561K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$5.49M +$1.52M +37,550 +40%
CIAS
2
Capital Investment Advisory Services
North Carolina
$2.95M -$2.44M -60,192 -46%
AG
3
Advisor Group
Arizona
$2.78M +$2.44M +60,109 +845%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.95M +$1.91M +46,997 New
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$1.91M +$384K +9,457 +26%
PFA
6
Pinnacle Family Advisors
Missouri
$1.82M +$559K +13,793 +46%
PMG
7
ProVise Management Group
Florida
$1.68M +$1.65M +40,613 New
NPC
8
National Planning Corporation
California
$1.67M -$810K -19,980 -33%
Bank of America
9
Bank of America
North Carolina
$1.53M +$26.7K +658 +2%
LPL Financial
10
LPL Financial
California
$1.37M +$340K +8,384 +34%
Ameriprise
11
Ameriprise
Minnesota
$1.24M +$530K +13,078 +77%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.09M +$151K +3,722 +16%
UBS Group
13
UBS Group
Switzerland
$1.06M -$500K -12,330 -33%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$957K +$156K +3,841 +20%
LWAC
15
Laurel Wealth Advisors (California)
California
$929K +$24.9K +614 +3%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$589K +$123K +3,021 +27%
FCAG
17
First Capital Advisors Group
New Jersey
$505K -$299K -7,383 -38%
ASN
18
Advisory Services Network
Georgia
$482K -$5.43K -134 -1%
HighTower Advisors
19
HighTower Advisors
Illinois
$390K +$405K +9,990 New
HCM
20
Hengehold Capital Management
Ohio
$345K -$103K -2,545 -23%
Stifel Financial
21
Stifel Financial
Missouri
$329K +$323K +7,953 New
ACM
22
AlphaStar Capital Management
North Carolina
$310K +$303K +7,482 New
Wolverine Trading
23
Wolverine Trading
Illinois
$233K -$123K -3,036 -35%
ALIONA
24
Allianz Life Insurance of North America
Minnesota
$221K +$217K +5,350 New
HI
25
Hudock Inc
Pennsylvania
$213K +$324 +8 +0.2%

QQQE Hedge Fund Activity: Q3 2017 in Review

32 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) for Q3 2017, worth a combined $32.3M — up 26% from $25.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new QQQE positions and 4 closed out — a net gain of 2 holders — while 15 added to existing stakes and 8 trimmed.

The largest buyer was Advisor Group, adding an estimated $2.44M. The largest seller was Capital Investment Advisory Services, cutting an estimated $2.44M.

  • 32 institutional investors held Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) as of Q3 2017, up from 30 in Q2 2017.
  • Funds reported $32.3M of Direxion NASDAQ-100 Equal Weighted Index ETF stock for Q3 2017, up 26% quarter-over-quarter.
  • 6 funds opened new Direxion NASDAQ-100 Equal Weighted Index ETF positions in Q3 2017 and 4 closed out, a net change of +2 holders.
  • The largest Direxion NASDAQ-100 Equal Weighted Index ETF buyer in Q3 2017 was Advisor Group, an estimated $2.44M added.
  • The largest Direxion NASDAQ-100 Equal Weighted Index ETF seller in Q3 2017 was Capital Investment Advisory Services, an estimated $2.44M sold.

Based on aggregated 13F filings for Q3 2017.