Morgan Stanley
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Morgan Stanley’s Direxion Daily Energy Bear 2X ETF ERY Stock Holding History

Morgan Stanley’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
2026
Q1 		$25 Buy
2
+1
+100% +$14 ﹤0.01% 8137
2025
Q4 		$24 Buy
+1
New +$20 ﹤0.01% 8052
2025
Q3 		– Sell
-381
Closed -$8.67K – 8221
2025
Q2 		$8.67K Sell
381
-286
-43% -$6.95K ﹤0.01% 6898
2025
Q1 		$13.7K Sell
667
-564
-46% -$12.9K ﹤0.01% 6703
2024
Q4 		$31.1K Buy
1,231
+284
+30% +$6.48K ﹤0.01% 6432
2024
Q3 		$23.1K Buy
947
+871
+1,146% +$20.9K ﹤0.01% 6462
2024
Q2 		$1.74K Sell
76
-222
-74% -$4.99K ﹤0.01% 7086
2024
Q1 		$6.47K Sell
298
-598
-67% -$16K ﹤0.01% 6827
2023
Q4 		$25K Buy
896
+853
+1,984% +$23.3K ﹤0.01% 6581
2023
Q3 		$1.05K Sell
43
-456
-91% -$12.2K ﹤0.01% 7226
2023
Q2 		$15.4K Sell
499
-8,895
-95% -$280K ﹤0.01% 6650
2023
Q1 		$288K Buy
9,394
+8,665
+1,189% +$261K ﹤0.01% 5532
2022
Q4 		$21.2K Buy
729
+546
+298% +$16.8K ﹤0.01% 6672
2022
Q3 		$9K Buy
183
+66
+56% +$2.99K ﹤0.01% 7100
2022
Q2 		$6K Sell
117
-161
-58% -$7.46K ﹤0.01% 7356
2022
Q1 		$14K Buy
278
+235
+547% +$16.4K ﹤0.01% 7281
2021
Q4 		$5K Sell
43
-54
-56% -$6.06K ﹤0.01% 7637
2021
Q3 		$13K Hold
97
– – ﹤0.01% 7242
2021
Q2 		$13K Buy
97
+48
+98% +$7.67K ﹤0.01% 7152
2021
Q1 		$9K Sell
49
-49
-50% -$11.2K ﹤0.01% 6972
2020
Q4 		$34K Buy
98
+30
+44% +$15.2K ﹤0.01% 6270
2020
Q3 		$47K Buy
68
+48
+240% +$25.9K ﹤0.01% 5744
2020
Q2 		$10K Sell
20
-980
-98% -$614K ﹤0.01% 6154
2020
Q1 		$1.16M Sell
1,000
-13,072
-93% -$11.8M ﹤0.01% 3832
2019
Q4 		$5.53M Buy
14,072
+5,016
+55% +$2.34M ﹤0.01% 3096
2019
Q3 		$4.36M Buy
9,056
+4
+0% +$1.92K ﹤0.01% 3003
2019
Q2 		$3.8M Sell
9,052
-351
-4% -$153K ﹤0.01% 3213
2019
Q1 		$3.73M Sell
9,403
-4,197
-31% -$1.89M ﹤0.01% 2999
2018
Q4 		$8.84M Sell
13,600
-47,332
-78% -$22M ﹤0.01% 2255
2018
Q3 		$19.7M Buy
60,932
+1,169
+2% +$399K ﹤0.01% 1708
2018
Q2 		$19.8M Buy
59,763
+26,022
+77% +$9.67M 0.01% 1654
2018
Q1 		$17.1M Buy
33,741
+33,119
+5,325% +$15.5M ﹤0.01% 1811
2017
Q4 		$280K Sell
622
-437
-41% -$233K ﹤0.01% 5285
2017
Q3 		$577K Sell
1,059
-90
-8% -$59.8K ﹤0.01% 4792
2017
Q2 		$778K Buy
1,149
+1,110
+2,846% +$702K ﹤0.01% 4545
2017
Q1 		$22K Sell
39
-2,017
-98% -$1.07M ﹤0.01% 6059
2016
Q4 		$979K Buy
2,056
+1,346
+190% +$764K ﹤0.01% 4478
2016
Q3 		$439K Buy
710
+679
+2,190% +$487K ﹤0.01% 4601
2016
Q2 		$23K Sell
31
-9
-23% -$7.94K ﹤0.01% 5799
2016
Q1 		$44K Sell
40
-5,726
-99% -$8.59M ﹤0.01% 5665
2015
Q4 		$8.45M Buy
5,766
+5,692
+7,692% +$7.1M ﹤0.01% 2146
2015
Q3 		$121K Sell
74
-784
-91% -$1.08M ﹤0.01% 5329
2015
Q2 		$897K Buy
858
+401
+88% +$369K ﹤0.01% 4291
2015
Q1 		$462K Sell
457
-2,130
-82% -$2.27M ﹤0.01% 4708
2014
Q4 		$2.72M Buy
2,587
+1,951
+307% +$1.95M ﹤0.01% 3287
2014
Q3 		$518K Buy
636
+537
+542% +$371K ﹤0.01% 4542
2014
Q2 		$63K Sell
99
-110
-53% -$85.4K ﹤0.01% 5685
2014
Q1 		$196K Buy
209
+32
+18% +$34K ﹤0.01% 5131
2013
Q4 		$178K Buy
+177
New +$198K ﹤0.01% 5080

Other funds holding ERY

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
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Morgan Stanley's ERY Position: Q1 2026 in Review

Morgan Stanley increased its Direxion Daily Energy Bear 2X ETF (ERY) stake by 100% in Q1 2026, buying an estimated $14 and bringing the position to 2 shares worth $25. The position accounts for ﹤0.01% of the portfolio, ranked #8137.

Morgan Stanley first reported a position in ERY in Q4 2013 and has held it in 49 quarters since. The position peaked at $19.8M in Q2 2018. 18 funds tracked by Wall St. Rank hold ERY as of Q1 2026.

  • Morgan Stanley held 2 shares of Direxion Daily Energy Bear 2X ETF worth $25 as of Q1 2026.
  • Morgan Stanley bought 1 Direxion Daily Energy Bear 2X ETF share in Q1 2026, an estimated $14.
  • Direxion Daily Energy Bear 2X ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #8137 holding.
  • Morgan Stanley first reported a position in Direxion Daily Energy Bear 2X ETF in Q4 2013 and has held it in 49 quarters since.
  • Morgan Stanley's Direxion Daily Energy Bear 2X ETF position peaked at $19.8M in Q2 2018.
  • 18 funds tracked by Wall St. Rank held Direxion Daily Energy Bear 2X ETF as of Q1 2026.

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