Fidelity Investments
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Fidelity Investments’s Direxion Daily Energy Bear 2X ETF ERY Stock Holding History

Fidelity Investments’s Portfolio ERY Stock Details ERY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1
Closed -$31 – 5438
2023
Q1 		$31 Buy
+1
New +$30 ﹤0.01% 5044
2021
Q1 		– Hold
0
– – – 4112
2020
Q4 		– Hold
0
– – – 3943
2019
Q2 		– Hold
0
– – – 3838
2019
Q1 		– Hold
0
– – – 3741

Other funds holding ERY

GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
QT
Quantbot Technologies New York $2.44B AUM 17.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Fidelity Investments's ERY Position: Q2 2023 in Review

Fidelity Investments sold out of Direxion Daily Energy Bear 2X ETF (ERY) in Q2 2023, closing a stake of 1 share — an estimated $31 sold.

Fidelity Investments first reported a position in ERY in Q1 2023 and held it in 1 quarter. The position peaked at $31 in Q1 2023. 13 funds tracked by Wall St. Rank hold ERY as of Q2 2023.

  • Fidelity Investments reported no remaining Direxion Daily Energy Bear 2X ETF position as of Q2 2023 after selling out during the quarter.
  • Fidelity Investments sold 1 Direxion Daily Energy Bear 2X ETF share in Q2 2023, an estimated $31.
  • Fidelity Investments first reported a position in Direxion Daily Energy Bear 2X ETF in Q1 2023 and held it in 1 quarter.
  • Fidelity Investments's Direxion Daily Energy Bear 2X ETF position peaked at $31 in Q1 2023.
  • 13 funds tracked by Wall St. Rank held Direxion Daily Energy Bear 2X ETF as of Q2 2023.

Based on Fidelity Investments's 13F filing for Q2 2023, filed 11 Aug 2023.