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Direxion NASDAQ-100 Equal Weighted Index Shares
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Overview Fund Activity

150 hedge funds and large institutions have $486M invested in Direxion NASDAQ-100 Equal Weighted Index Shares in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 40 increasing their positions, 49 reducing their positions, and 8 closing their positions.

Holders
150
Holders Change
+21
Holders Change %
+16.28%
% of All Funds
2.39%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
30
Increased
40
Reduced
49
Closed
8
Calls
$3.01M
Puts
$20.5M
Net Calls
-$17.5M
Net Calls Change
-$13.5M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$97.2M
2
BMM
2
Berkshire Money Management
Massachusetts
$53.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$35.9M
4
TIA
4
Traphagen Investment Advisors
New Jersey
$12.5M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$13.8M

Top Sellers

1
RFG
1
RFP Financial Group
Georgia
$28.3M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$0
3
HCA
3
Heck Capital Advisors
Wisconsin
$0
4
LPL Financial
4
LPL Financial
California
$15.2M
5
ZIMP
5
Zimmermann Investment Management & Planning
Pennsylvania
$1.38M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$97.2M 1,300,000 +542,500 +72%
BMM
2
Berkshire Money Management
Massachusetts
$53.9M 720,898 +302,018 +72%
Morgan Stanley
3
Morgan Stanley
New York
$35.9M 480,182 +237,477 +98%
RFG
4
RFP Financial Group
Georgia
$28.3M 379,092 -308,806 -45%
PCM
5
Presidio Capital Management
California
$19.4M 259,099 -12,568 -5%
AWM
6
Axxcess Wealth Management
California
$19.2M 256,903 -14,397 -5%
LPL Financial
7
LPL Financial
California
$15.2M 203,575 -44,790 -18%
Bank of America
8
Bank of America
North Carolina
$15.1M 201,940 -38,759 -16%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$13.8M 185,121 +103,209 +126%
TIA
10
Traphagen Investment Advisors
New Jersey
$12.5M 167,374 +167,374 New
HighTower Advisors
11
HighTower Advisors
Illinois
$12.4M 165,582 -6,307 -4%
RCWMU
12
Rothschild & Co Wealth Management (UK)
United Kingdom
$12.3M 164,770 +8,292 +5%
UBS Group
13
UBS Group
Switzerland
$11.8M 157,491 +96,029 +156%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$9.42M 125,945 +8,003 +7%
RWG
15
Ratio Wealth Group
Colorado
$8.57M 114,558 +39,265 +52%
HF
16
HRT Financial
New York
$6.52M 87,171 +84,386 +3,030%
RJA
17
Raymond James & Associates
Florida
$6.17M 82,554 -7,773 -9%
Osaic Holdings
18
Osaic Holdings
Arizona
$6.1M 81,534 +34,780 +74%
RJT
19
Raymond James Trust
Florida
$5.24M 70,081 -2,088 -3%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$5M 66,914 -1,864 -3%
OPWM
21
Oxinas Partners Wealth Management
Indiana
$4.41M 59,011 -4,011 -6%
MAG
22
MRA Advisory Group
New Jersey
$4.31M 57,645 +5,832 +11%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$3.73M 49,815 +10,075 +25%
FFG
24
Frisch Financial Group
New York
$3.5M 46,770 +705 +2%
NFG
25
Nations Financial Group
Iowa
$3.42M 45,728 +2,290 +5%
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