AInvest Newsletter
Daily stocks & crypto headlines, free to your inbox
MOO imbalances &P 500: -128.2 MLN NASDAQ 100: -6.5 MLN DOW 30: -22.0 MLN MAG 7: 0.2 MLN
ByAinvest
Monday, Jul 14, 2025 9:31 am ET1min read
MOO imbalances &P 500: -128.2 MLN NASDAQ 100: -6.5 MLN DOW 30: -22.0 MLN MAG 7: 0.2 MLN
In the first quarter of 2025, Key Financial Inc. significantly increased its stake in Direxion NASDAQ-100 Equal Weighted Index Shares (QQQE), according to the company's latest Form 13F filing with the SEC [1]. The fund purchased 4,649 shares of QQQE, valued at approximately $405,000. This investment comes amid growing interest from other institutional investors who have also been increasing their holdings in QQQE.Flagstar Advisors Inc. boosted its stake by 1.1% in the first quarter, now owning 12,892 shares valued at $1,125,000 [1]. First Heartland Consultants Inc. increased its holdings by 6.3% in the fourth quarter, owning 3,414 shares valued at $306,000 [1]. Beacon Pointe Advisors LLC also increased its stake by 1.2% in the fourth quarter, now holding 17,670 shares valued at $1,586,000 [1]. Retirement Planning Co of New England Inc. lifted its stake by 3.6% in the fourth quarter, owning 7,163 shares valued at $643,000 [1]. DHJJ Financial Advisors Ltd. increased its stake by 8.3% in the first quarter, now owning 3,701 shares valued at $323,000 [1].
Direxion NASDAQ-100 Equal Weighted Index Shares has been experiencing a steady performance, with a 50-day moving average of $95.26 and a 200-day moving average of $91.70 [1]. The stock has a market cap of $1.23 billion, a PE ratio of 27.96, and a beta of 1.05 [1]. Despite a 0.5% drop in trading on July 1, 2025, the stock's 1-year low is $75.07 and its 1-year high is $99.71 [1].
Recently, QQQE declared a quarterly dividend of $0.1422 per share, paid on July 1, 2025, representing a 0.58% yield [1]. This increase from the previous quarterly dividend of $0.06 signifies a positive change for shareholders.
The Direxion NASDAQ-100 Equal Weighted Index Shares (QQQE) is an exchange-traded fund that tracks an equal-weighted version of the NASDAQ 100. Launched on March 21, 2012, and managed by Direxion, QQQE offers investors exposure to a diversified portfolio of NASDAQ 100 companies [1].
References:
[1] https://www.marketbeat.com/instant-alerts/filing-key-financial-inc-invests-405000-in-direxion-nasdaq-100-equal-weighted-index-shares-nasdaqqqqe-2025-07-13/
Ainvest News articles are AI-generated using advanced large language model (LLM) technology designed to analyze and synthesize publicly available data and news. While AI tools assist in producing initial drafts and insights, all AI generated content published on Ainvest is subject to comprehensive human editorial review before publication. A designated human editor reviews, verifies, and approves each article for factual accuracy, coherence, and compliance with AInvest Fintech Inc’s editorial and disclosure standards.
Despite these review procedures, the information provided may still contain inaccuracies, incomplete data, or time sensitive references due to the inherent limitations of AI generated analysis and evolving changes. The material is provided strictly for informational and educational purposes and does not constitute personalized investment, legal, or financial advice. Readers should independently verify all facts, figures, and statements before making any decision based on this content.
AInvest Fintech Inc. its affiliates, and partners accept no liability or responsibility for any direct or consequential losses arising from reliance on this content. All articles and analyses are subject to revision, update, or removal without prior notice to maintain accuracy and integrity in our publications.
Comments
No comments yet