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Direxion Daily Energy Bull 2X ETF

35 hedge funds and large institutions have $42.8M invested in Direxion Daily Energy Bull 2X ETF in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more capital invested

Capital invested by funds: $18.8M → $42.8M (+$23.9M)

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

54% more call options, than puts

Call options by funds: $34.4M | Put options by funds: $22.3M

3.56% more ownership

Funds ownership: 8.96%12.52% (+3.6%)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

3% less funds holding

Funds holding: 3635 (-1)

Holders
35
Holders Change
-1
Holders Change %
-2.78%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
11
Reduced
7
Closed
11
Calls
$34.4M
Puts
$22.3M
Net Calls
+$12.1M
Net Calls Change
+$6.67M
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
26
Root Financial Partners
California
$41.9K +$160 +2 +0.5%
FFA
27
Farther Finance Advisors
California
$21.5K -$880 -11 -5%
HI
28
Harbour Investments
Wisconsin
$19.1K
SRCM
29
Signature Resources Capital Management
California
$13.6K
Morgan Stanley
30
Morgan Stanley
New York
$7.38K +$5.6K +70 +7,000%
PA
31
Parallel Advisors
California
$7.21K
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$5.91K
Barclays
33
Barclays
United Kingdom
$5.15K +$4K +50 New
SWM
34
Spire Wealth Management
Virginia
$3.65K
US Bancorp
35
US Bancorp
Minnesota
$206
Squarepoint
36
Squarepoint
New York
-$939K -16,806 Closed
AF
37
Allworth Financial
California
-$804K -14,400 Closed
HF
38
HRT Financial
New York
-$351K -6,291 Closed
XSC
39
X-Square Capital
Puerto Rico
-$296K -5,305 Closed
NA
40
NewEdge Advisors
Louisiana
-$215K -3,855 Closed
N
41
Natixis
France
-$198K -3,513 Closed
EWA
42
EverSource Wealth Advisors
Alabama
-$11.2K -200 Closed
Qube Research & Technologies (QRT)
43
Qube Research & Technologies (QRT)
United Kingdom
-$5.58K -100 Closed
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
-$3.91K -70 Closed
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
-$2.63K -47 Closed
IA
46
IFP Advisors
Florida
-$2.23K -40 Closed

ERX Hedge Fund Activity: Q1 2026 in Review

35 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Direxion Daily Energy Bull 2X ETF (ERX) for Q1 2026, worth a combined $42.8M — up 127% from $18.8M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of ERX and 10 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 11 added.

The largest buyer was Jane Street, adding an estimated $7.91M. The largest seller was Envestnet Asset Management, cutting an estimated $3.45M.

  • 35 institutional investors held Direxion Daily Energy Bull 2X ETF (ERX) as of Q1 2026, down from 36 in Q4 2025.
  • Funds reported $42.8M of Direxion Daily Energy Bull 2X ETF stock for Q1 2026, up 127% quarter-over-quarter.
  • 10 funds opened new Direxion Daily Energy Bull 2X ETF positions in Q1 2026 and 11 closed out, a net change of -1 holder.
  • The largest Direxion Daily Energy Bull 2X ETF buyer in Q1 2026 was Jane Street, an estimated $7.91M added.
  • The largest Direxion Daily Energy Bull 2X ETF seller in Q1 2026 was Envestnet Asset Management, an estimated $3.45M sold.

Based on aggregated 13F filings for Q1 2026.