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

Direxion NASDAQ-100 Equal Weighted Index Shares logo
$99.70 +1.00 (+1.01%)
As of 07/3/2025 02:42 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
129
Total
Institutional Inflows
(last 12 months)
$328.99M
Number of
Institutional Sellers
(last 12 months)
96
Total
Institutional Outflows
(last 12 months)
$245.27M
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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
7/2/2025 Howard Financial Services LTD.3,553$349K0.0%+18.2%0.026%
5/16/2025Goldman Sachs Group Inc.500,000$43.60M0.0%-37.8%3.623%
5/16/2025Integrated Wealth Concepts LLC3,751$327K0.0%-76.7%0.030%
5/16/2025Ancora Advisors LLC469$41K0.0%+32.5%0.004%
5/15/2025Promethium Advisors LLC13,863$1.21M0.8%-6.0%0.113%
5/15/2025Royal Bank of Canada310,239$27.05M0.0%-26.5%2.522%
5/15/2025Retirement Planning Co of New England Inc.8,118$708K0.3%+13.3%0.066%
5/15/2025Baird Financial Group Inc.4,565$398K0.0%+7.1%0.037%
5/15/2025Monterey Private Wealth Inc.3,700$323K0.1%-3.6%0.030%
5/14/2025CreativeOne Wealth LLC4,861$424K0.0%+2.7%0.040%
5/14/2025Comerica Bank13,497$1.18M0.0%-9.9%0.110%
5/14/2025B&D White Capital Company LLC232,744$20.31M2.9%N/A1.892%
5/14/2025Northwestern Mutual Wealth Management Co.41,663$3.63M0.0%+26.7%0.339%
5/14/2025Kestra Advisory Services LLC18,932$1.65M0.0%-5.2%0.154%
5/14/2025Purus Wealth Management LLC3,340$291K0.1%+6.4%0.027%
5/14/2025Ameriprise Financial Inc.625,583$54.54M0.0%+0.6%5.086%
5/14/2025Frisch Financial Group Inc.240,535$20.97M5.9%+38.2%1.956%
5/14/2025Tradition Wealth Management LLC18,934$1.65M0.1%+5.2%0.154%
5/13/2025LeConte Wealth Management LLC116,554$10.16M6.5%N/A0.948%
5/13/2025Nations Financial Group Inc. IA ADV51,158$4.46M0.3%-5.9%0.416%
5/13/2025HighTower Advisors LLC82,633$7.21M0.0%-8.6%0.672%
5/12/2025Astor Investment Management LLC71,620$6.25M3.3%-2.5%0.519%
5/12/2025Wambolt & Associates LLC22,898$2.01M0.7%-3.9%0.166%
5/9/2025Legacy Capital Group California Inc.17,409$1.52M0.5%+1.1%0.126%
5/9/2025Cascade Wealth Advisors Inc3,205$269K0.2%-31.9%0.023%
5/9/2025Total Investment Management Inc.718,322$62.63M8.2%+4.9%5.205%
5/9/2025Atria Wealth Solutions Inc.6,819$595K0.0%-2.9%0.049%
5/8/2025CAP Partners LLC32,372$2.82M2.0%-41.5%0.235%
5/7/2025Galvin Gaustad & Stein LLC2,295$200K0.0%-12.9%0.017%
5/7/2025Shoker Investment Counsel Inc.19,151$1.67M0.6%-2.5%0.139%
5/7/2025LPL Financial LLC317,160$27.65M0.0%+20.6%2.298%
5/7/2025Waddell & Associates LLC386,838$33.73M4.1%+1.0%3.145%
5/7/2025First Heartland Consultants Inc.3,264$285K0.0%-4.4%0.024%
5/6/2025Cetera Investment Advisers28,926$2.52M0.0%+14.7%0.210%
5/6/2025Avantax Advisory Services Inc.11,053$964K0.0%+20.5%0.080%
5/6/2025AE Wealth Management LLC12,464$1.09M0.0%-43.0%0.090%
5/5/2025Migdal Insurance & Financial Holdings Ltd.8,988$784K0.0%-49.3%0.065%
5/2/2025Mystic Asset Management Inc.13,465$1.17M0.3%+1.1%0.098%
5/2/2025Sigma Planning Corp3,470$303K0.0%-36.3%0.025%
5/1/2025Key Financial Inc4,649$405K0.1%N/A0.033%
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5/1/2025CWM LLC5,596$488K0.0%-4.7%0.040%
5/1/2025Curtis Advisory Group LLC18,166$1.58M0.5%+20.6%0.131%
5/1/2025Gateway Wealth Partners LLC26,068$2.27M0.5%+2.5%0.188%
4/29/2025Envestnet Asset Management Inc.108,415$9.45M0.0%-44.5%0.780%
4/29/2025Bank of New York Mellon Corp7,660$668K0.0%+7.1%0.055%
4/29/2025Harel Insurance Investments & Financial Services Ltd.305$27K0.0%+6,000.0%0.002%
4/28/2025D.A. Davidson & CO.23,068$2.01M0.0%-11.6%0.166%
4/28/2025Mutual Advisors LLC10,254$890K0.0%+5.7%0.074%
4/28/2025Cannon Advisors Inc.23,675$2.06M1.9%-40.4%0.170%
4/28/2025American Capital Advisory LLC531$46K0.0%N/A0.004%
4/28/2025DAVENPORT & Co LLC15,299$1.33M0.0%+2.1%0.110%
4/28/2025Clear Creek Financial Management LLC4,151$362K0.0%-22.5%0.030%
4/28/2025Astoria Portfolio Advisors LLC.2,746$231K0.1%-33.8%0.020%
4/25/2025Ameritas Advisory Services LLC22,002$1.93M0.1%-45.8%0.156%
4/23/2025Western Wealth Management LLC4,149$362K0.0%N/A0.029%
4/23/2025SOL Capital Management CO50,995$4.45M0.5%+7.5%0.362%
4/23/2025White Pine Investment CO33,675$2.94M0.8%+7.6%0.239%
4/23/2025Berkshire Money Management Inc.78,447$6.84M0.8%-22.3%0.556%
4/23/2025International Assets Investment Management LLC2,585$225K0.0%-24.0%0.018%
4/22/2025Carr Financial Group Corp20,818$1.82M0.6%-31.5%0.148%
4/21/2025LifeWealth Investments LLC12,962$1.13M0.5%+57.4%0.092%
4/21/2025Warner Financial Inc.15,531$1.35M0.6%-1.1%0.110%
4/18/2025DHJJ Financial Advisors Ltd.3,701$323K0.1%+8.3%0.026%
4/17/2025Sowell Financial Services LLC8,353$728K0.0%N/A0.059%
4/17/2025Traphagen Investment Advisors LLC4,392$383K0.0%-43.3%0.031%
4/16/2025Wealth Enhancement Advisory Services LLC4,210$367K0.0%+23.9%0.030%
4/16/2025Marshall Financial Group LLC13,139$1.15M0.3%-6.6%0.093%
4/15/2025Focus Financial Network Inc.6,519$568K0.0%-7.4%0.046%
4/14/2025KMG Fiduciary Partners LLC22,373$1.95M0.2%-3.4%0.158%
4/11/2025SeaCrest Wealth Management LLC6,732$587K0.1%-8.3%0.047%
4/11/2025Oxinas Partners Wealth Management LLC8,461$738K0.4%-14.9%0.059%
4/11/2025MRA Advisory Group99,327$8.66M4.6%+7.5%0.695%
4/10/2025Amplius Wealth Advisors LLC3,607$314K0.0%+15.1%0.025%
4/9/2025Flagstar Advisors Inc.12,892$1.13M0.3%+1.1%0.090%
4/8/2025Presidio Capital Management LLC2,968$259K0.1%-49.6%0.021%
4/7/2025AdvisorNet Financial Inc724$63K0.0%-48.5%0.005%
4/7/2025 Howard Financial Services LTD.3,005$262K0.0%-5.4%0.021%
4/4/2025 Capital Market Strategies LLC6,498$567K0.4%-23.6%0.047%
3/17/2025Wealth Enhancement Advisory Services LLC3,399$305K0.0%N/A0.024%
3/13/2025PKO Investment Management Joint Stock Co420,000$37.70M4.7%N/A3.011%
2/28/2025BridgePort Financial Solutions LLC2,250$207K0.1%N/A0.016%
2/26/2025LifeWealth Investments LLC8,233$739K0.5%N/A0.057%
2/25/2025Heck Capital Advisors LLC476$43K0.0%N/A0.003%
2/25/2025Polar Asset Management Partners Inc.166,400$14.94M0.2%N/A1.148%
2/18/2025Helium Advisors LLC4,159$373K0.3%N/A0.030%
2/18/2025GTS Securities LLC29,623$2.66M0.1%+133.2%0.212%
2/18/2025Focus Partners Advisor Solutions LLC2,359$212K0.0%N/A0.017%
2/18/2025First Heartland Consultants Inc.3,414$306K0.0%+6.3%0.024%
2/17/2025Wolverine Trading LLC4,563$411K0.0%+93.8%0.033%
2/17/2025Waverly Advisors LLC11,546$1.04M0.0%N/A0.083%
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2/17/2025Royal Bank of Canada421,882$37.87M0.0%+2.1%3.024%
2/17/2025Polar Asset Management Partners Inc.166,400$14.94M0.2%N/A1.193%
2/17/2025Private Capital Management LLC4,493$403K0.0%+15.3%0.032%
2/17/2025D. E. Shaw & Co. Inc.6,483$582K0.0%-17.8%0.046%
2/17/2025Cetera Investment Advisers25,223$2.26M0.0%+4.9%0.181%
2/17/2025Baird Financial Group Inc.4,262$383K0.0%-3.2%0.031%
2/17/2025Bank of America Corp DE906,043$81.34M0.0%+65.3%6.495%
2/17/2025BNP Paribas Financial Markets200,000$17.95M0.0%+33.3%1.434%
2/17/2025Ameriprise Financial Inc.621,730$55.80M0.0%-6.9%4.457%
2/14/2025Bison Wealth LLC18,602$1.67M0.2%-6.5%0.135%
(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, 219 institutional investors and hedge funds held shares of Direxion NASDAQ-100 Equal Weighted Index Shares. The most heavily invested institutionals were Bank of America Corp DE ($81.34M), Total Investment Management Inc. ($62.63M), Ameriprise Financial Inc. ($54.54M), Goldman Sachs Group Inc. ($43.60M), PKO Investment Management Joint Stock Co ($37.70M), Waddell & Associates LLC ($33.73M), and LPL Financial LLC ($27.65M).Learn more on Direxion NASDAQ-100 Equal Weighted Index Shares' institutional investors.

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

Of the 183 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: Total Investment Management Inc. ($718.32K), RFP Financial Group LLC ($681.74K), PKO Investment Management Joint Stock Co ($420K), Waddell & Associates LLC ($364.51K), Bank of America Corp DE ($357.90K), Berkshire Money Management Inc. ($340.14K), and Polar Asset Management Partners Inc. ($332.80K).

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

Institutional investors have bought a total of 3,677,104 shares in the last 24 months. This purchase volume represents approximately $328.99M in transactions.

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

Of the 96 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: Berkshire Money Management Inc. ($722.23K), Traphagen Investment Advisors LLC ($438.23K), International Assets Investment Management LLC ($304.35K), Goldman Sachs Group Inc. ($303.27K), Carr Financial Group Corp ($121.98K), Royal Bank of Canada ($111.64K), and Envestnet Asset Management Inc. ($94.50K).

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

Institutional investors have sold a total of 2,747,073 shares in the last 24 months. This volume of shares sold represents approximately $245.27M in transactions.



This page (NASDAQ:QQQE) was last updated on 7/6/2025 by MarketBeat.com Staff
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