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Direxion NASDAQ-100 Equal Weighted Index Shares

178 hedge funds and large institutions have $612M invested in Direxion NASDAQ-100 Equal Weighted Index Shares in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 50 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+28
Holders Change %
+18.67%
% of All Funds
2.61%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
45
Increased
50
Reduced
49
Closed
15
Calls
$20.9M
Puts
$9.8M
Net Calls
+$11.1M
Net Calls Change
+$28.6M
Name Holding Trade Value Shares
Change
Shares
Change %
BMM
1
Berkshire Money Management
Massachusetts
$64.5M +$3.53M +41,661 +6%
Goldman Sachs
2
Goldman Sachs
New York
$52.9M -$57.1M -674,677 -52%
Morgan Stanley
3
Morgan Stanley
New York
$46.5M +$5.88M +69,426 +14%
WA
4
Waddell & Associates
Tennessee
$30M +$28.4M +335,528 +1,734%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$29.9M +$14.2M +167,745 +91%
ESL
6
Endurance Services Ltd
New York
$29.4M +$29.4M +347,500 New
Bank of America
7
Bank of America
North Carolina
$26.8M +$9.68M +114,328 +57%
LPL Financial
8
LPL Financial
California
$26.7M +$9.46M +111,715 +55%
PCM
9
Presidio Capital Management
California
$21.6M -$306K -3,611 -1%
AWM
10
Axxcess Wealth Management
California
$21.3M -$401K -4,743 -2%
TIA
11
Traphagen Investment Advisors
New Jersey
$16.1M +$1.92M +22,713 +14%
UBS Group
12
UBS Group
Switzerland
$15.3M +$1.94M +22,917 +15%
HighTower Advisors
13
HighTower Advisors
Illinois
$14M -$51.5K -609 -0.4%
RCWMU
14
Rothschild & Co Wealth Management (UK)
United Kingdom
$13.6M -$376K -4,442 -3%
CFG
15
Carr Financial Group
Massachusetts
$12M +$12M +142,156 New
SW
16
SteelPeak Wealth
California
$11.4M +$11.4M +135,006 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$11M +$383K +4,530 +4%
RWG
18
Ratio Wealth Group
Colorado
$11M +$1.32M +15,633 +14%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$8.66M +$2.99M +35,373 +53%
RJA
20
Raymond James & Associates
Florida
$6.89M -$94.8K -1,120 -1%
Mirae Asset Global Investments
21
Mirae Asset Global Investments
South Korea
$6.27M +$6.27M +74,100 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$5.69M +$1.48M +17,432 +35%
MAG
23
MRA Advisory Group
New Jersey
$4.94M +$61.4K +726 +1%
OPWM
24
Oxinas Partners Wealth Management
Indiana
$4.77M -$226K -2,673 -5%
NFG
25
Nations Financial Group
Iowa
$4.72M +$845K +9,985 +22%