Roosevelt Investment Group’s Direxion Daily S&P 500 High Beta Bear 3X ETF HIBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$198K Buy
+167
New +$151K 0.01% 266
2022
Q1
Sell
-114
Closed -$94K 299
2021
Q4
$94K Buy
+114
New +$104K 0.01% 284

Other funds holding HIBS

Roosevelt Investment Group's HIBS Position: Q3 2022 in Review

Roosevelt Investment Group opened a new position in Direxion Daily S&P 500 High Beta Bear 3X ETF (HIBS) in Q3 2022: 167 shares worth $198K. The stake represents 0.01% of the portfolio and ranks #266 among its holdings. This is a return to the name: Roosevelt Investment Group previously reported a position in HIBS as recently as Q4 2021.

Roosevelt Investment Group first reported a position in HIBS in Q4 2021 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold HIBS as of Q3 2022.

  • Roosevelt Investment Group held 167 shares of Direxion Daily S&P 500 High Beta Bear 3X ETF worth $198K as of Q3 2022.
  • Direxion Daily S&P 500 High Beta Bear 3X ETF was a new Roosevelt Investment Group position in Q3 2022.
  • Direxion Daily S&P 500 High Beta Bear 3X ETF made up 0.01% of Roosevelt Investment Group's portfolio in Q3 2022, its #266 holding.
  • Roosevelt Investment Group first reported a position in Direxion Daily S&P 500 High Beta Bear 3X ETF in Q4 2021 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Direxion Daily S&P 500 High Beta Bear 3X ETF as of Q3 2022.

Based on Roosevelt Investment Group's 13F filing for Q3 2022, filed 19 Oct 2022.