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Direxion NASDAQ-100 Equal Weighted Index ETF

38 hedge funds and large institutions have $29.9M invested in Direxion NASDAQ-100 Equal Weighted Index ETF in 2017 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

44% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 9

19% more funds holding

Funds holding: 3238 (+6)

0.66% more ownership

Funds ownership: 20%20.66% (+0.66%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less capital invested

Capital invested by funds: $32.3M → $29.9M (-$2.39M)

Holders
38
Holders Change
+6
Holders Change %
+18.75%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
13
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.45M -$1.25M -29,451 -22%
AG
2
Advisor Group
Arizona
$3.19M +$279K +6,586 +10%
CIAS
3
Capital Investment Advisory Services
North Carolina
$3.15M +$74.4K +1,755 +2%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$2.49M +$493K +11,615 +25%
Jane Street
5
Jane Street
New York
$1.8M +$1.77M +41,682 New
Ameriprise
6
Ameriprise
Minnesota
$1.66M +$356K +8,392 +28%
DI
7
Diligent Investors
California
$1.49M +$1.47M +34,554 New
UBS Group
8
UBS Group
Switzerland
$1.44M +$331K +7,812 +31%
LPL Financial
9
LPL Financial
California
$1.3M -$130K -3,067 -9%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.13M -$12.1K -286 -1%
LWAC
11
Laurel Wealth Advisors (California)
California
$1.01M +$38.9K +918 +4%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$936K -$1.07M -25,329 -54%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$817K -$178K -4,199 -18%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$730K +$114K +2,687 +19%
ASN
15
Advisory Services Network
Georgia
$492K -$10.3K -242 -2%
FCAG
16
First Capital Advisors Group
New Jersey
$474K -$52.1K -1,229 -10%
HighTower Advisors
17
HighTower Advisors
Illinois
$442K +$16.2K +382 +4%
Stifel Financial
18
Stifel Financial
Missouri
$438K +$94.1K +2,218 +28%
HCM
19
Hengehold Capital Management
Ohio
$360K
Bank of America
20
Bank of America
North Carolina
$332K -$1.24M -29,202 -79%
KM
21
Kalos Management
Georgia
$227K +$223K +5,261 New
HI
22
Hudock Inc
Pennsylvania
$223K +$466 +11 +0.2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$219K +$140K +3,295 +187%
ALIONA
24
Allianz Life Insurance of North America
Minnesota
$218K -$12.7K -300 -6%
ECM
25
Evergreen Capital Management
Washington
$213K +$210K +4,942 New

QQQE Hedge Fund Activity: Q4 2017 in Review

38 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) for Q4 2017, worth a combined $29.9M — down 7.4% from $32.3M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new QQQE positions and 5 closed out — a net gain of 6 holders — while 13 added to existing stakes and 9 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $1.77M. The largest seller was Pinnacle Family Advisors, exiting entirely with an estimated $1.82M sold.

  • 38 institutional investors held Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) as of Q4 2017, up from 32 in Q3 2017.
  • Funds reported $29.9M of Direxion NASDAQ-100 Equal Weighted Index ETF stock for Q4 2017, down 7.4% quarter-over-quarter.
  • 11 funds opened new Direxion NASDAQ-100 Equal Weighted Index ETF positions in Q4 2017 and 5 closed out, a net change of +6 holders.
  • The largest Direxion NASDAQ-100 Equal Weighted Index ETF buyer in Q4 2017 was Jane Street, an estimated $1.77M added.
  • The largest Direxion NASDAQ-100 Equal Weighted Index ETF seller in Q4 2017 was Pinnacle Family Advisors, an estimated $1.82M sold.

Based on aggregated 13F filings for Q4 2017.