Jim Simons’s Direxion Daily Energy Bull 2X ETF ERX Stock Holding History

Jim Simons’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
2026 Q1	$1.02M	Buy	9,900 +5,500	+125%	+$440K	﹤0.01%	2271
2025 Q4	$246K	Sell	4,400 -3,100	-41%	-$172K	﹤0.01%	2833
2025 Q3	$423K	Buy	+7,500	New	+$407K	﹤0.01%	2865
2025 Q2	–	Sell	-8,000	Closed	-$522K	–	3634
2025 Q1	$522K	Buy	+8,000	New	+$488K	﹤0.01%	2725
2024 Q4	–	Sell	-13,500	Closed	-$801K	–	3664
2024 Q3	$801K	Buy	+13,500	New	+$835K	﹤0.01%	2573
2024 Q2	–	Sell	-27,000	Closed	-$1.91M	–	3610
2024 Q1	$1.91M	Buy	+27,000	New	+$1.59M	﹤0.01%	2059
2023 Q2	–	Sell	-14,000	Closed	-$816K	–	4018
2023 Q1	$816K	Buy	14,000 +8,200	+141%	+$515K	﹤0.01%	2605
2022 Q4	$386K	Buy	+5,800	New	+$385K	﹤0.01%	3101
2020 Q2	–	Sell	-44,230	Closed	-$431K	–	3531
2020 Q1	$431K	Buy	+44,230	New	+$4.36M	﹤0.01%	2833

Other funds holding ERX

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

Jim Simons's ERX Position: Q1 2026 in Review

Jim Simons increased its Direxion Daily Energy Bull 2X ETF (ERX) stake by 125% in Q1 2026, buying an estimated $440K and bringing the position to 9,900 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #2271.

Jim Simons first reported a position in ERX in Q1 2020 and has held it in 9 quarters since. The position peaked at $1.91M in Q1 2024. 35 funds tracked by Wall St. Rank hold ERX as of Q1 2026.

Jim Simons held 9,900 shares of Direxion Daily Energy Bull 2X ETF worth $1.02M as of Q1 2026.
Jim Simons bought 5,500 Direxion Daily Energy Bull 2X ETF shares in Q1 2026, an estimated $440K.
Direxion Daily Energy Bull 2X ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2271 holding.
Jim Simons first reported a position in Direxion Daily Energy Bull 2X ETF in Q1 2020 and has held it in 9 quarters since.
Jim Simons's Direxion Daily Energy Bull 2X ETF position peaked at $1.91M in Q1 2024.
35 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.