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Roosevelt Investment Group’s Direxion Daily MSCI Emerging Markets Bear 3X ETF EDZ Stock Holding History

Roosevelt Investment Group’s Portfolio EDZ Stock Details EDZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,115
Closed -$107K – 295
2021
Q4 		$107K Buy
+1,115
New +$103K 0.01% 282
2021
Q2 		– Sell
-1,287
Closed -$113K – 249
2021
Q1 		$113K Buy
+1,287
New +$109K 0.01% 240

Other funds holding EDZ

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MS
Mizuho Securities Tokyo, Japan $7.68M AUM 15.91% 1-Year Est. Return

Roosevelt Investment Group's EDZ Position: Q1 2022 in Review

Roosevelt Investment Group sold out of Direxion Daily MSCI Emerging Markets Bear 3X ETF (EDZ) in Q1 2022, closing a stake of 1,115 shares — an estimated $107K sold.

Roosevelt Investment Group first reported a position in EDZ in Q1 2021 and held it in 2 quarters. The position peaked at $113K in Q1 2021. 10 funds tracked by Wall St. Rank hold EDZ as of Q1 2022.

  • Roosevelt Investment Group reported no remaining Direxion Daily MSCI Emerging Markets Bear 3X ETF position as of Q1 2022 after selling out during the quarter.
  • Roosevelt Investment Group sold 1,115 Direxion Daily MSCI Emerging Markets Bear 3X ETF shares in Q1 2022, an estimated $107K.
  • Roosevelt Investment Group first reported a position in Direxion Daily MSCI Emerging Markets Bear 3X ETF in Q1 2021 and held it in 2 quarters.
  • Roosevelt Investment Group's Direxion Daily MSCI Emerging Markets Bear 3X ETF position peaked at $113K in Q1 2021.
  • 10 funds tracked by Wall St. Rank held Direxion Daily MSCI Emerging Markets Bear 3X ETF as of Q1 2022.

Based on Roosevelt Investment Group's 13F filing for Q1 2022, filed 2 May 2022.