Direxion NASDAQ-100 Equal Weighted Index Shares (QQQE) Institutional Ownership

$88.43
-0.05 (-0.06%)
(As of 05/16/2024 ET)

Institutional Ownership Changes (13F Filings) for Direxion NASDAQ-100 Equal Weighted Index Shares (NASDAQ:QQQE)

Number of
Institutional Buyers
(last 12 months)
96
Total
Institutional Inflows
(last 12 months)
$229.40M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$152.32M
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QQQE Institutional Buying and Selling by Quarter

Direxion NASDAQ-100 Equal Weighted Index Shares Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024B. Riley Wealth Advisors Inc.6,238$556K0.0%-87.5%0.045%
5/15/2024 Beck Capital Management LLC20,508$1.83M0.5%+7.9%0.147%
5/14/2024 Crewe Advisors LLC2,380$212K0.0%N/A0.017%
5/13/2024 Ameritas Investment Partners Inc.6,240$557K0.0%N/A0.045%
5/11/2024 Resurgent Financial Advisors LLC2,350$210K0.1%N/A0.017%
5/9/2024 Orion Portfolio Solutions LLC11,209$1M0.0%+1.3%0.080%
5/9/2024 Kingsview Wealth Management LLC2,259$202K0.0%N/A0.016%
5/8/2024 Berkshire Money Management Inc.780,857$69.65M8.4%+2.4%5.598%
5/8/2024 Avantax Advisory Services Inc.11,396$1.02M0.0%+8.6%0.082%
5/7/2024 Montag A & Associates Inc.290$26K0.0%N/A0.002%
5/7/2024 KCM Investment Advisors LLC2,305$206K0.0%N/A0.017%
5/7/2024 Retirement Planning Co of New England Inc.6,210$554K0.3%+16.9%0.045%
5/7/2024 Mystic Asset Management Inc.10,230$913K0.4%+1.4%0.073%
5/6/2024 Envestnet Portfolio Solutions Inc.3,689$329K0.0%N/A0.026%
5/4/2024 9258 Wealth Management LLC10,710$955K0.1%N/A0.077%
5/3/2024 MRA Advisory Group62,561$5.58M3.3%+7.2%0.448%
5/2/2024 Shoker Investment Counsel Inc.26,468$2.36M0.8%N/A0.190%
5/1/2024 Janney Montgomery Scott LLC18,376$1.64M0.0%-2.9%0.132%
5/1/2024 Wambolt & Associates LLC27,512$2.45M0.7%-13.7%0.197%
4/30/2024 Private Advisor Group LLC17,606$1.57M0.0%+41.9%0.126%
4/30/2024 Curtis Advisory Group LLC13,827$1.23M0.5%+1.8%0.099%
4/30/2024 HB Wealth Management LLC17,510$1.56M0.0%-17.8%0.126%
4/29/2024Commonwealth Equity Services LLC57,841$5.16M0.0%-14.0%0.415%
4/27/2024 White Pine Investment CO16,186$1.44M0.4%+3.4%0.117%
4/26/2024 McKinley Carter Wealth Services Inc.25,458$2.27M0.2%+7.5%0.184%
4/26/2024 Carr Financial Group Corp142,795$12.74M4.2%+0.4%1.031%
4/25/2024 Presidio Capital Management LLC12,476$1.11M0.8%-95.1%0.090%
4/24/2024 SOL Capital Management CO31,147$2.78M0.3%N/A0.225%
4/23/2024 Nations Financial Group Inc. IA ADV58,422$5.21M0.4%+4.9%0.422%
4/23/2024 Warner Financial Inc.15,642$1.40M0.7%+18.5%0.113%
4/23/2024 Raymond James Financial Services Advisors Inc.50,719$4.52M0.0%+58.9%0.366%
4/22/2024 Raymond James & Associates71,513$6.38M0.0%-12.2%0.516%
4/18/2024 SeaCrest Wealth Management LLC7,532$672K0.1%-7.4%0.054%
4/18/2024 Oxinas Partners Wealth Management LLC53,865$4.81M3.1%-4.4%0.385%
4/18/2024 CAP Partners LLC51,907$4.63M4.1%-2.1%0.371%
4/18/2024 SteelPeak Wealth LLC5,368$479K0.0%-96.0%0.038%
4/17/2024 Fiduciary Alliance LLC17,020$1.52M0.3%N/A0.122%
4/16/2024 Astoria Portfolio Advisors LLC.8,049$683K0.3%+25.5%0.057%
4/15/2024 Wealthcare Advisory Partners LLC11,500$1.03M0.0%+3.7%0.082%
4/15/2024 Cascade Wealth Advisors Inc20,608$1.78M1.5%N/A0.147%
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4/15/2024 Flagstar Advisors Inc.12,511$1.12M0.3%+27.0%0.089%
4/12/2024 Kaydan Wealth Management Inc.2,309$206K0.1%N/A0.016%
4/11/2024 International Assets Investment Management LLC2,784$248K0.0%N/A0.020%
4/11/2024 DHJJ Financial Advisors Ltd.2,751$245K0.1%+17.4%0.020%
4/11/2024 Private Capital Management LLC3,561$301K0.1%+8.5%0.025%
4/10/2024 Banque Cantonale Vaudoise952$85K0.0%N/A0.007%
4/10/2024 Fulton Bank N.A.8,380$747K0.0%N/A0.060%
4/5/2024 Capital Market Strategies LLC9,372$836K0.6%-7.7%0.067%
3/15/2024B. Riley Wealth Advisors Inc.49,900$4.22M0.1%+699.9%0.381%
3/6/2024 SageView Advisory Group LLC3,550$307K0.0%N/A0.027%
3/1/2024 Goldman Sachs Group Inc.625,323$52.93M0.0%-51.9%4.773%
2/15/2024Comerica Bank12,552$1.06M0.0%-8.2%0.096%
2/14/2024 Regal Investment Advisors LLC8,987$761K0.1%+21.3%0.069%
2/14/2024 Waddell & Associates LLC354,873$30.04M4.0%+1,734.4%2.709%
2/13/2024 Ratio Wealth Group130,191$11.02M2.4%+13.6%0.994%
2/12/2024 Tradition Wealth Management LLC5,863$496K0.1%+40.9%0.045%
2/12/2024 Avestar Capital LLC55,348$4.69M0.5%N/A0.423%
2/12/2024 TD Capital Management LLC337$29K0.0%N/A0.003%
2/12/2024Focus Financial Network Inc. ADV6,900$584K0.0%N/A0.053%
2/12/2024 CAP Partners LLC53,009$4.49M4.4%N/A0.405%
2/9/2024 Nations Financial Group Inc. IA ADV55,713$4.72M0.4%+21.8%0.425%
2/9/2024 Avantax Planning Partners Inc.2,373$201K0.0%N/A0.018%
2/9/2024 SageView Advisory Group LLC3,550$307K0.0%N/A0.027%
2/9/2024 D.A. Davidson & CO.5,478$464K0.0%N/A0.042%
2/9/2024 UBS Group AG180,408$15.27M0.0%+14.6%1.377%
2/8/2024 First Heartland Consultants Inc.5,881$498K0.1%-6.4%0.045%
2/8/2024 Beacon Pointe Advisors LLC14,410$1.22M0.0%-6.7%0.110%
2/8/2024 Janney Montgomery Scott LLC18,928$1.60M0.0%-1.2%0.144%
2/7/2024 Avantax Advisory Services Inc.10,490$888K0.0%-1.3%0.080%
2/7/2024 Wambolt & Associates LLC31,897$2.70M0.5%-8.6%0.243%
2/7/2024 McKinley Carter Wealth Services Inc.23,689$2.01M0.1%-10.9%0.181%
2/7/2024 Dana Investment Advisors Inc.9,756$826K0.0%N/A0.074%
2/7/2024 Astoria Portfolio Advisors LLC.6,413$553K0.2%N/A0.049%
2/6/2024 Lincoln National Corp3,340$283K0.0%-5.3%0.025%
2/6/2024 Private Advisor Group LLC12,408$1.05M0.0%+11.5%0.095%
2/6/2024 Wealthcare Advisory Partners LLC11,085$938K0.0%+19.3%0.085%
2/6/2024 National Bank of Canada FI1,542$129K0.0%N/A0.012%
2/6/2024 Axxcess Wealth Management LLC252,160$21.34M0.6%-1.8%1.925%
2/2/2024 Truist Financial Corp18,613$1.58M0.0%+54.1%0.142%
2/2/2024 Atria Wealth Solutions Inc.3,226$273K0.0%-6.8%0.025%
2/1/2024 Sigma Planning Corp7,789$659K0.1%+129.1%0.060%
2/1/2024 CWM LLC1,125$95K0.0%+47.1%0.009%
1/31/2024 J.W. Cole Advisors Inc.3,826$324K0.0%-11.9%0.029%
1/30/2024 Rothschild & Co Wealth Management UK Ltd160,328$13.57M0.2%-2.7%1.229%
1/30/2024 Keel Point LLC5,371$455K0.1%-17.9%0.041%
1/30/2024 Bison Wealth LLC21,485$1.82M0.3%+9.0%0.165%
1/30/2024 Warner Financial Inc.13,200$1.12M0.6%+28.6%0.101%
1/29/2024Baystate Wealth Management LLC1,320$112K0.0%N/A0.010%
1/29/2024 Curtis Advisory Group LLC13,588$1.15M0.5%N/A0.104%
1/29/2024 Meitav Investment House Ltd.4,300$364K0.0%N/A0.033%
Elon to Transform U.S. Economy? (Ad)

A radical, potentially game-changing technology that threatens to destroy the trillion-dollar, “green energy” grift of the elites. And yet, while it threatens their wealth and power, it could be transformational for both the U.S. economy and your wealth.

One company holds a near-total monopoly on it.
1/26/2024 Carr Financial Group Corp142,156$12.03M4.5%N/A1.094%
1/26/2024 White Pine Investment CO15,651$1.33M0.4%+3.5%0.120%
1/25/2024 RFG Advisory LLC12,946$1.10M0.0%-2.5%0.100%
1/24/2024 Mirae Asset Global Investments Co. Ltd.74,100$6.27M0.0%N/A0.570%
1/24/2024 SteelPeak Wealth LLC135,006$11.43M0.7%N/A1.039%
1/24/2024 Total Clarity Wealth Management Inc.3,131$265K0.1%-6.9%0.024%
1/22/2024 Zimmermann Investment Management & Planning LLC12,752$1.08M0.4%-31.1%0.098%
1/22/2024 Oxinas Partners Wealth Management LLC56,338$4.77M3.4%-4.5%0.433%
1/19/2024 AdvisorNet Financial Inc1,402$119K0.0%N/A0.011%
1/19/2024 Flagstar Advisors Inc.9,852$834K0.3%N/A0.075%
(Data available from 1/1/2016 forward)

QQQE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of QQQE shares?

During the previous two years, 151 institutional investors and hedge funds held shares of Direxion NASDAQ-100 Equal Weighted Index Shares. The most heavily invested institutionals were Berkshire Money Management Inc. ($69.65M), Goldman Sachs Group Inc. ($52.93M), BNP Paribas Arbitrage SA ($31.48M), Waddell & Associates LLC ($30.04M), RFP Financial Group LLC ($28.34M), Axxcess Wealth Management LLC ($21.34M), and BNP Paribas Arbitrage SNC ($15.40M).Learn more on QQQE's institutional investors.

Which institutional investors have been buying Direxion NASDAQ-100 Equal Weighted Index Shares stock?

Of the 130 institutional investors that purchased Direxion NASDAQ-100 Equal Weighted Index Shares stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Rothschild & Co Wealth Management UK Ltd ($1.92M), RFP Financial Group LLC ($687.90K), BNP Paribas Arbitrage SA ($500K), Berkshire Money Management Inc. ($464.99K), Waddell & Associates LLC ($355.64K), Gateway Advisory LLC ($286.53K), and Presidio Capital Management LLC ($271.67K).

How much institutional buying is happening at Direxion NASDAQ-100 Equal Weighted Index Shares?

Institutional investors have bought a total of 6,653,016 shares in the last 24 months. This purchase volume represents approximately $475.55M in transactions.

Which Direxion NASDAQ-100 Equal Weighted Index Shares major shareholders have been selling company stock?

Of the 66 institutional investors that sold Direxion NASDAQ-100 Equal Weighted Index Shares stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Rothschild & Co Wealth Management UK Ltd ($5.14M), Goldman Sachs Group Inc. ($674.68K), RFP Financial Group LLC ($308.81K), Presidio Capital Management LLC ($259.19K), SteelPeak Wealth LLC ($129.64K), Envestnet Asset Management Inc. ($80.32K), and B. Riley Wealth Advisors Inc. ($56.58K).

How much institutional selling is happening at Direxion NASDAQ-100 Equal Weighted Index Shares?

Institutional investors have sold a total of 7,112,552 shares in the last 24 months. This volume of shares sold represents approximately $488.26M in transactions.


This page (NASDAQ:QQQE) was last updated on 5/17/2024 by MarketBeat.com Staff

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