Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DIREXION SHARES ETF TRUST (QQQE)

192 + Investors. Track Smart Money conviction in QQQE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — QQQE

Based on 189 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added QQQE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 90% of 3.0Y peak

90% of all-time peak
189 funds currently hold this stock — 90% of the 3.0-year high of 210 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 10% fewer funds vs a year ago

fund count last 6Q
21 fewer hedge funds hold QQQE compared to a year ago (-10% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 56% buying

92 buying73 selling
Last quarter: 92 funds bought or added vs 73 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter
Funds opening a new QQQE position: 23 → 25 → 14 → 28. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 23% medium ■ 17% new
112 out of 189 hedge funds have held QQQE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~28 new funds/quarter

27 → 23 → 25 → 14 → 28 new funds/Q
New funds entering each quarter: 23 → 25 → 14 → 28. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 58% of holders stayed 2+ years

■ 58% veterans ■ 20% 1-2yr ■ 22% new
Of 192 current holders: 111 (58%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
16 of 189 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in QQQE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: QQQE

How many hedge funds hold QQQE — quarterly history vs. share price
Quarterly hedge fund ownership of QQQE vs. share price

Market Analysis: QQQE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: QQQE

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 2 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: QQQE
2026 Q1 Stats Unlock in 11 days 192 + Investors

Track Smart Money conviction in QQQE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 192 184 4.35%
13F Shares 7M 6M 6.16%
Total Value $630M $629M 0.15%
New Positions 28 15 +13
Increased Positions 70 67 +3
Closed Positions 21 26 -5
Reduced Positions 53 64 -11
Total Calls 3 4 -25.0%
Total Puts 1 2 -50.0%
PUT/CALL Ratio 0.33 0.5 Bullish

Statistics: QQQE

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Return on Assets (ttm) --
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Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

192 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in QQQE. Verified SEC 13F-HR filings.

Top 25 institutional holders of QQQE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ramiah Investment Group 6.45% 65,072 $6.4M
2 MRA Advisory Group 2.89% 71,972 $7.1M
3 Stonegate Management LLC 2.34% 34,830 $3.5M
4 Watershed Asset Management, L.L.C. 2.06% 20,200 $2.0M
5 Cannon Advisors, Inc. 1.99% 27,197 $2.7M
6 Frisch Financial Group, Inc. 1.53% 74,429 $7.3M
7 White Pine Investment CO 0.85% 37,273 $4K
8 LifeWealth Investments, LLC 0.72% 24,630 $2.4M
9 CAP Partners, LLC 0.70% 12,531 $1.2M
10 Berkshire Money Management, Inc. 0.53% 52,644 $5.2M
11 WARNER FINANCIAL, INC 0.53% 15,577 $1.5M
12 FLAGSTAR ADVISORS INC 0.52% 14,485 $1.4M
13 Thayer Partners, LLC / MA 0.50% 10,605 $1.0M
14 QTR Family Wealth, LLC 0.45% 10,465 $1.1M
15 INDEPENDENT FINANCIAL GROUP, LLC 0.35% 119,932 $11.8M
16 Redhawk Wealth Advisors, Inc. 0.35% 32,460 $3.2M
17 Retirement Planning Co of New England, Inc. 0.34% 8,364 $824K
18 Mystic Asset Management, Inc. 0.31% 13,416 $1.3M
19 Ballast Rock Private Wealth LLC 0.31% 5,614 $553K
20 Stirlingshire Investments, Inc. 0.25% 2,866 $282K
21 Prism Advisors, Inc. 0.23% 8,676 $855K
22 Paulson Wealth Management Inc. 0.22% 9,508 $937K
23 Oxinas Partners, LLC 0.22% 4,847 $478K
24 MTM Investment Management, LLC 0.21% 6,791 $669K
25 WIN ADVISORS, INC 0.21% 4,673 $460K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — DIREXION SHARES ETF TRUST (QQQE)

What does the Smart Money Trend signal show for QQQE?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added QQQE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for QQQE?

Slight buying edge — 56% buying: Last quarter: 92 funds bought or added vs 73 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for QQQE holders?

Elite ownership — 42% AUM from top-100 funds: 16 of 189 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in QQQE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held QQQE?

59% of holders stayed for 2+ years: 112 out of 189 hedge funds have held QQQE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.