Fidelity Investments
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Fidelity Investments’s Direxion Daily Energy Bull 2X ETF ERX Stock Holding History

Fidelity Investments’s Portfolio ERX Stock Details ERX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1
Closed -$71 – 5446
2024
Q1 		$71 Buy
+1
New +$59 ﹤0.01% 4999
2023
Q4 		– Sell
-1
Closed -$67 – 5493
2023
Q3 		$67 Buy
+1
New +$63 ﹤0.01% 4901
2022
Q4 		– Sell
-1
Closed – – 5410
2022
Q3 		$0 Sell
1
-41
-98% -$2.12K ﹤0.01% 4998
2022
Q2 		$2K Buy
+42
New +$2.53K ﹤0.01% 4544
2022
Q1 		– Sell
-1
Closed – – 5100
2021
Q4 		$0 Sell
1
-1
-50% -$31 ﹤0.01% 4500
2021
Q3 		$0 Sell
2
-53
-96% -$1.25K ﹤0.01% 4525
2021
Q2 		$2K Sell
55
-45
-45% -$1.19K ﹤0.01% 3912
2021
Q1 		$2K Sell
100
-22
-18% -$464 ﹤0.01% 3709
2020
Q4 		$2K Buy
+122
New +$1.48K ﹤0.01% 3578
2019
Q3 		– Hold
0
– – – 3877
2019
Q2 		– Hold
0
– – – 3837
2019
Q1 		– Hold
0
– – – 3740
2018
Q4 		– Hold
0
– – – 3652

Other funds holding ERX

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
SBIA
Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Fidelity Investments's ERX Position: Q2 2024 in Review

Fidelity Investments sold out of Direxion Daily Energy Bull 2X ETF (ERX) in Q2 2024, closing a stake of 1 share — an estimated $71 sold.

Fidelity Investments first reported a position in ERX in Q4 2020 and held it in 9 quarters. The position peaked at $2K in Q2 2022. 35 funds tracked by Wall St. Rank hold ERX as of Q2 2024.

  • Fidelity Investments reported no remaining Direxion Daily Energy Bull 2X ETF position as of Q2 2024 after selling out during the quarter.
  • Fidelity Investments sold 1 Direxion Daily Energy Bull 2X ETF share in Q2 2024, an estimated $71.
  • Fidelity Investments first reported a position in Direxion Daily Energy Bull 2X ETF in Q4 2020 and held it in 9 quarters.
  • Fidelity Investments's Direxion Daily Energy Bull 2X ETF position peaked at $2K in Q2 2022.
  • 35 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q2 2024.

Based on Fidelity Investments's 13F filing for Q2 2024, filed 13 Aug 2024.