Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Direxion Shares ETF Trust (QQQE)

200 + 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
↑ +1
Streak
2Q ▲
Buyers last Q
53%

Smart Money Signals — QQQE

Based on 200 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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 — 91% of 3.0Y peak

91% of all-time peak
200 funds currently hold this stock — 91% of the 3.0-year high of 219 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
8 fewer hedge funds hold QQQE compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 53% buying

97 buying87 selling
Last quarter: 97 funds bought or added vs 87 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.
➡️

Steady new buyers — ~30 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 27 → 14 → 28 → 30. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 24% medium ■ 19% new
114 out of 200 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.
📈

Growing discovery — still being found

25 → 27 → 14 → 28 → 30 new funds/Q
New funds entering each quarter: 27 → 14 → 28 → 30. A growing number of institutions are discovering QQQE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 59% of holders stayed 2+ years

■ 59% veterans ■ 17% 1-2yr ■ 24% new
Of 203 current holders: 119 (59%) 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 — 54% AUM from top-100 funds

54% from top-100 AUM funds
24 of 200 holders are among the 100 largest funds by AUM, controlling 54% 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.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — 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.

Institutional Sentiment Summary — QQQE

In 2026 Q1, 97 hedge funds were net buyers of QQQE (30 opened a new position, 67 added to an existing one), while 87 reduced or exited (58 trimmed, 29 sold completely) — a 53% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 54% of total institutional value in QQQE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 200.

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.

Is It Too Late to Buy Direxion Shares ETF Trust (QQQE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much QQQE has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
QQQE
+21.4%
SPY
+14.1%

QQQE outperformed SPY by +7.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
QQQE
+6.1%
SPY
+0.3%

Since the filing became public, QQQE outperformed SPY by +5.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 3 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: QQQE
200 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 200 199 0.5%
13F Shares 6M 7M -7.69%
Total Value $601M $641M -6.25%
New Positions 30 28 +2
Increased Positions 66 67 -1
Closed Positions 29 22 +7
Reduced Positions 57 56 +1
Total Calls 4 3 33.33%
Total Puts 2 1 100.0%
PUT/CALL Ratio 0.5 0.33 Bullish

Statistics: QQQE

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Institutional Holders (2026 Q1)

200 + investors

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

QUARTER:
Top 25 QQQE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ramiah Investment Group 6.45% 65,072 $6.4M
2 Endurance Services Ltd 5.77% 347,500 $34.2M
3 LeConte Wealth Management, LLC 4.11% 64,509 $6.4M
4 MRA Advisory Group 2.89% 71,972 $7.1M
5 Waddell & Associates, LLC 2.38% 428,472 $42.2M
6 Stonegate Management LLC 2.34% 34,830 $3.5M
7 Watershed Asset Management, L.L.C. 2.06% 20,200 $2.0M
8 Cannon Advisors, Inc. 1.99% 27,197 $2.7M
9 Frisch Financial Group, Inc. 1.53% 74,429 $7.3M
10 Innovative Asset Advisors Group, LLC 0.82% 14,410 $1.4M
11 LifeWealth Investments, LLC 0.72% 24,630 $2.4M
12 CAP Partners, LLC 0.70% 12,531 $1.2M
13 Berkshire Money Management, Inc. 0.53% 52,644 $5.2M
14 Warner Financial, Inc 0.53% 15,577 $1.5M
15 Flagstar Advisors Inc 0.52% 14,485 $1.4M
16 Thayer Partners, LLC / MA 0.50% 10,605 $1.0M
17 QTR Family Wealth, LLC 0.45% 10,465 $1.1M
18 Independent Financial Group, LLC 0.35% 119,932 $11.8M
19 Redhawk Wealth Advisors, Inc. 0.35% 32,460 $3.2M
20 Beck Capital Management, LLC 0.34% 15,234 $1.5M
21 Retirement Planning Co of New England, Inc. 0.34% 8,364 $824K
22 Mystic Asset Management, Inc. 0.31% 13,416 $1.3M
23 Ballast Rock Private Wealth LLC 0.31% 5,614 $553K
24 Stirlingshire Investments, Inc. 0.25% 2,866 $282K
25 Prism Advisors, Inc. 0.23% 8,676 $855K
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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 53% buying: Last quarter: 97 funds bought or added vs 87 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 — 54% AUM from top-100 funds: 24 of 200 holders are among the 100 largest funds by AUM, controlling 54% 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?

57% of holders stayed for 2+ years: 114 out of 200 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.

Is it too late to buy Direxion Shares ETF Trust (QQQE) following the 2026 Q1 hedge fund 13F filings?

As of today, QQQE has moved +6.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +5.8%. Since the quarter end (March 31, 2026), QQQE has gained +21.4% vs +14.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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