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Direxion NASDAQ-100 Equal Weighted Index ETF

75 hedge funds and large institutions have $121M invested in Direxion NASDAQ-100 Equal Weighted Index ETF in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

32% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 19

32% more capital invested

Capital invested by funds: $91.9M → $121M (+$29M)

15% more funds holding

Funds holding: 6575 (+10)

0.38% more ownership

Funds ownership: 32.03%32.4% (+0.38%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
75
Holders Change
+10
Holders Change %
+15.38%
% of All Funds
1.33%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
14
Increased
25
Reduced
19
Closed
4
Calls
$286K
Puts
Net Calls
+$286K
Net Calls Change
-$694K
Name Holding Trade Value Shares
Change
Change in
Stake
EWP
1
Engrave Wealth Partners
Texas
$18.8M +$880K +12,650 +5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.93M -$1.79M -25,714 -16%
UBS Group
3
UBS Group
Switzerland
$9.2M +$202K +2,903 +2%
RJA
4
Raymond James & Associates
Florida
$8.81M -$2.69M -38,724 -25%
Bank of America
5
Bank of America
North Carolina
$8.03M +$5.3M +76,193 +248%
Ameriprise
6
Ameriprise
Minnesota
$5.6M +$4.5M +64,674 +656%
EE
7
EWG Elevate
California
$5.6M -$643K -9,242 -11%
LPL Financial
8
LPL Financial
California
$5.23M +$743K +10,682 +18%
OPWM
9
Oxinas Partners Wealth Management
Indiana
$4.25M +$3.93M +56,551 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$4.16M +$598K +8,595 +18%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.9M +$80.9K +1,163 +2%
Goldman Sachs
12
Goldman Sachs
New York
$3.76M -$70 -1 -0%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$3.64M +$1.32M +18,923 +64%
WA
14
Wambolt & Associates
Colorado
$3.22M +$186K +2,670 +7%
SAM
15
Stringer Asset Management
Tennessee
$2.88M -$272K -3,906 -9%
Morgan Stanley
16
Morgan Stanley
New York
$2.65M +$680K +9,780 +38%
HighTower Advisors
17
HighTower Advisors
Illinois
$2.5M +$1.47M +21,120 +172%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$2.11M -$233K -3,345 -11%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.47M +$32.6K +469 +2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.31M +$84.3K +1,212 +7%
LWAC
21
Laurel Wealth Advisors (California)
California
$1.05M -$18.6K -268 -2%
PWM
22
Paulson Wealth Management
Illinois
$934K -$3.46M -49,796 -80%
APA
23
American Portfolios Advisors
New York
$794K +$1.32K +19 +0.2%
BFA
24
Brendel Financial Advisors
New Hampshire
$755K +$181K +2,606 +35%
JMPWA
25
JP Morgan Private Wealth Advisors
California
$688K +$249K +3,585 +64%

QQQE Hedge Fund Activity: Q4 2020 in Review

75 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) for Q4 2020, worth a combined $121M — up 32% from $91.9M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new QQQE positions and 4 closed out — a net gain of 10 holders — while 25 added to existing stakes and 19 trimmed.

The largest buyer was Bank of America, adding an estimated $5.3M. The largest seller was Paulson Wealth Management, cutting an estimated $3.46M.

  • 75 institutional investors held Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) as of Q4 2020, up from 65 in Q3 2020.
  • Funds reported $121M of Direxion NASDAQ-100 Equal Weighted Index ETF stock for Q4 2020, up 32% quarter-over-quarter.
  • 14 funds opened new Direxion NASDAQ-100 Equal Weighted Index ETF positions in Q4 2020 and 4 closed out, a net change of +10 holders.
  • The largest Direxion NASDAQ-100 Equal Weighted Index ETF buyer in Q4 2020 was Bank of America, an estimated $5.3M added.
  • The largest Direxion NASDAQ-100 Equal Weighted Index ETF seller in Q4 2020 was Paulson Wealth Management, an estimated $3.46M sold.

Based on aggregated 13F filings for Q4 2020.