Morgan Stanley
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Morgan Stanley’s Direxion Daily Energy Bull 2X ETF ERX Stock Holding History

Morgan Stanley’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 		$7.38K Buy
71
+70
+7,000% +$5.6K ﹤0.01% 7035
2025
Q4 		$79 Sell
1
-19
-95% -$1.05K ﹤0.01% 7734
2025
Q3 		$1.13K Sell
20
-1,483
-99% -$80.5K ﹤0.01% 7382
2025
Q2 		$77.2K Buy
1,503
+817
+119% +$40.8K ﹤0.01% 6219
2025
Q1 		$44.8K Sell
686
-1,384
-67% -$84.4K ﹤0.01% 6309
2024
Q4 		$115K Buy
2,070
+92
+5% +$5.79K ﹤0.01% 6005
2024
Q3 		$117K Buy
1,978
+115
+6% +$7.11K ﹤0.01% 5937
2024
Q2 		$121K Sell
1,863
-10,541
-85% -$719K ﹤0.01% 5894
2024
Q1 		$878K Sell
12,404
-18,472
-60% -$1.09M ﹤0.01% 5034
2023
Q4 		$1.75M Buy
30,876
+9,765
+46% +$577K ﹤0.01% 4994
2023
Q3 		$1.41M Buy
21,111
+5,170
+32% +$326K ﹤0.01% 4598
2023
Q2 		$872K Buy
15,941
+9,519
+148% +$530K ﹤0.01% 4916
2023
Q1 		$374K Buy
6,422
+1,497
+30% +$94K ﹤0.01% 5419
2022
Q4 		$328K Sell
4,925
-1,262
-20% -$83.7K ﹤0.01% 5449
2022
Q3 		$285K Buy
6,187
+3,842
+164% +$198K ﹤0.01% 5553
2022
Q2 		$110K Sell
2,345
-8,805
-79% -$530K ﹤0.01% 6224
2022
Q1 		$618K Sell
11,150
-16,616
-60% -$763K ﹤0.01% 5282
2021
Q4 		$823K Buy
27,766
+13,222
+91% +$404K ﹤0.01% 5217
2021
Q3 		$380K Sell
14,544
-12,818
-47% -$303K ﹤0.01% 5658
2021
Q2 		$773K Sell
27,362
-2,203
-7% -$58.1K ﹤0.01% 5236
2021
Q1 		$699K Sell
29,565
-2,731
-8% -$57.6K ﹤0.01% 4959
2020
Q4 		$463K Buy
32,296
+19,279
+148% +$234K ﹤0.01% 5125
2020
Q3 		$122K Buy
13,017
+12,201
+1,495% +$160K ﹤0.01% 5337
2020
Q2 		$12K Sell
816
-1,413
-63% -$21.3K ﹤0.01% 6120
2020
Q1 		$22K Sell
2,229
-175
-7% -$17.2K ﹤0.01% 5773
2019
Q4 		$421K Sell
2,404
-1,734
-42% -$267K ﹤0.01% 5029
2019
Q3 		$645K Buy
4,138
+574
+16% +$96.7K ﹤0.01% 4552
2019
Q2 		$711K Buy
3,564
+3,038
+578% +$619K ﹤0.01% 4418
2019
Q1 		$119K Sell
526
-425
-45% -$89.1K ﹤0.01% 5322
2018
Q4 		$144K Buy
951
+624
+191% +$159K ﹤0.01% 5413
2018
Q3 		$122K Sell
327
-824
-72% -$298K ﹤0.01% 5629
2018
Q2 		$439K Sell
1,151
-4,138
-78% -$1.5M ﹤0.01% 5185
2018
Q1 		$1.46M Buy
5,289
+3,397
+180% +$1.11M ﹤0.01% 4273
2017
Q4 		$661K Sell
1,892
-2,526
-57% -$765K ﹤0.01% 4815
2017
Q3 		$1.32M Buy
4,418
+949
+27% +$239K ﹤0.01% 4234
2017
Q2 		$869K Sell
3,469
-9,947
-74% -$2.78M ﹤0.01% 4475
2017
Q1 		$4.25M Buy
13,416
+10,875
+428% +$3.81M ﹤0.01% 3024
2016
Q4 		$1.01M Sell
2,541
-3,836
-60% -$1.36M ﹤0.01% 4453
2016
Q3 		$2.12M Buy
6,377
+1,763
+38% +$541K ﹤0.01% 3457
2016
Q2 		$1.42M Buy
4,614
+1,129
+32% +$317K ﹤0.01% 3697
2016
Q1 		$820K Buy
+3,485
New +$691K ﹤0.01% 4106
2015
Q4 		– Sell
-158
Closed -$40K – 6700
2015
Q3 		$40K Sell
158
-2,339
-94% -$835K ﹤0.01% 5819
2015
Q2 		$1.25M Buy
2,497
+1,607
+181% +$947K ﹤0.01% 4027
2015
Q1 		$488K Buy
+890
New +$492K ﹤0.01% 4668
2014
Q4 		– Sell
-643
Closed -$617K – 6589
2014
Q3 		$617K Buy
643
+509
+380% +$596K ﹤0.01% 4427
2014
Q2 		$174K Sell
134
-192
-59% -$211K ﹤0.01% 5230
2014
Q1 		$298K Buy
326
+31
+11% +$25.7K ﹤0.01% 4894
2013
Q4 		$266K Buy
+295
New +$244K ﹤0.01% 4885

Other funds holding ERX

Jane Street
Jane Street New York $777B AUM 61.18% 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
TSS
Two Sigma Securities New York $861M AUM 21.33% 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
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley's ERX Position: Q1 2026 in Review

Morgan Stanley increased its Direxion Daily Energy Bull 2X ETF (ERX) stake by 7,000% in Q1 2026, buying an estimated $5.6K and bringing the position to 71 shares worth $7.38K. The position accounts for ﹤0.01% of the portfolio, ranked #7035.

Morgan Stanley first reported a position in ERX in Q4 2013 and has held it in 48 quarters since. The position peaked at $4.25M in Q1 2017. 35 funds tracked by Wall St. Rank hold ERX as of Q1 2026.

  • Morgan Stanley held 71 shares of Direxion Daily Energy Bull 2X ETF worth $7.38K as of Q1 2026.
  • Morgan Stanley bought 70 Direxion Daily Energy Bull 2X ETF shares in Q1 2026, an estimated $5.6K.
  • Direxion Daily Energy Bull 2X ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #7035 holding.
  • Morgan Stanley first reported a position in Direxion Daily Energy Bull 2X ETF in Q4 2013 and has held it in 48 quarters since.
  • Morgan Stanley's Direxion Daily Energy Bull 2X ETF position peaked at $4.25M in Q1 2017.
  • 35 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.