KLCM
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KG&L Capital Management’s Direxion Daily Energy Bull 2X ETF ERX Stock Holding History

KG&L Capital Management’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
2025
Q1 		– Sell
-14,651
Closed -$816K – 198
2024
Q4 		$816K Buy
+14,651
New +$922K 0.26% 81

Other funds holding ERX

GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

KG&L Capital Management's ERX Position: Q1 2025 in Review

KG&L Capital Management sold out of Direxion Daily Energy Bull 2X ETF (ERX) in Q1 2025, closing a stake of 14,651 shares — an estimated $816K sold.

KG&L Capital Management first reported a position in ERX in Q4 2024 and held it in 1 quarter. The position peaked at $816K in Q4 2024. 37 funds tracked by Wall St. Rank hold ERX as of Q1 2025.

  • KG&L Capital Management reported no remaining Direxion Daily Energy Bull 2X ETF position as of Q1 2025 after selling out during the quarter.
  • KG&L Capital Management sold 14,651 Direxion Daily Energy Bull 2X ETF shares in Q1 2025, an estimated $816K.
  • KG&L Capital Management first reported a position in Direxion Daily Energy Bull 2X ETF in Q4 2024 and held it in 1 quarter.
  • KG&L Capital Management's Direxion Daily Energy Bull 2X ETF position peaked at $816K in Q4 2024.
  • 37 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q1 2025.

Based on KG&L Capital Management's 13F filing for Q1 2025, filed 23 Apr 2025.