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Direxion Daily Energy Bull 2X ETF
ERX

41 hedge funds and large institutions have $21.6M invested in Direxion Daily Energy Bull 2X ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $18.2M | Put options by funds: $9.82M

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

8% more funds holding

Funds holding: 38 → 41 (+3)

0.11% more ownership

Funds ownership: 8.06% → 8.16% (+0.11%)

12% less capital invested

Capital invested by funds: $24.5M → $21.6M (-$2.88M)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

Holders
41
Holders Change
+3
Holders Change %
+7.89%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
7
Reduced
8
Closed
11
Calls
$18.2M
Puts
$9.82M
Net Calls
+$8.35M
Net Calls Change
+$738K

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.95M
2
UBS Group
UBS Group
Switzerland
+$2.2M
3
Jane Street
Jane Street
New York
+$1.66M
4
IMC Chicago
IMC Chicago
Illinois
+$1.29M
5
KLCM
KG&L Capital Management
Louisiana
+$922K

Top Sellers

Rank Fund Capital Flow
1
HF
HRT Financial
New York
-$3.5M
2
TCM
Traynor Capital Management
Pennsylvania
-$2.14M
3
GS
GTS Securities
New York
-$2.02M
4
Citadel Advisors
Citadel Advisors
Florida
-$929K
5
VF
Virtu Financial
New York
-$846K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$32K +$31.3K +498 +647%
Citigroup
27
Citigroup
New York
$22.3K – – –
Qube Research & Technologies (QRT)
28
Qube Research & Technologies (QRT)
United Kingdom
$17.7K +$20K +318 New
Osaic Holdings
29
Osaic Holdings
Arizona
$17.4K +$18.2K +289 +1,204%
FFA
30
Farther Finance Advisors
California
$12.5K – – –
AIM
31
Anchor Investment Management
South Carolina
$11.1K – – –
HI
32
Harbour Investments
Wisconsin
$10.3K – – –
TSMHT
33
Thurston Springer Miller Herd & Titak
Indiana
$9.75K – – –
SRCM
34
Signature Resources Capital Management
California
$7.35K -$15.5K -247 -65%
CAS
35
Coppell Advisory Solutions
Texas
$7.16K – – –
LC
36
Lindbrook Capital
California
$7K +$7.93K +126 New
PA
37
Parallel Advisors
California
$3.9K – – –
IA
38
IFP Advisors
Florida
$2.79K -$1.26K -20 -29%
SWM
39
Spire Wealth Management
Virginia
$1.92K – – –
BTI
40
Blue Trust Inc
Georgia
$560 +$629 +10 New
US Bancorp
41
US Bancorp
Minnesota
$111 – – –
HF
42
HRT Financial
New York
– -$3.5M -59,011 Closed
TCM
43
Traynor Capital Management
Pennsylvania
– -$2.14M -36,064 Closed
VF
44
Virtu Financial
New York
– -$846K -14,268 Closed
DS
45
DRW Securities
Illinois
– -$834K -14,057 Closed
Renaissance Technologies
46
Renaissance Technologies
New York
– -$801K -13,500 Closed
MWM
47
Meridian Wealth Management
Kentucky
– -$799K -13,466 Closed
SA
48
Sanctuary Advisors
Indiana
– -$589K -8,229 Closed
JF
49
Jump Financial
Illinois
– -$261K -4,394 Closed
EFA
50
Edge Financial Advisors
Illinois
– -$251K -4,240 Closed
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ERX Hedge Fund Activity: Q4 2024 in Review

41 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Direxion Daily Energy Bull 2X ETF (ERX) for Q4 2024, worth a combined $21.6M — down 12% from $24.5M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ERX positions and 11 closed out — a net gain of 4 holders — while 7 added to existing stakes and 8 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $3.95M. The largest seller was HRT Financial, exiting entirely with an estimated $3.5M sold.

  • 41 institutional investors held Direxion Daily Energy Bull 2X ETF (ERX) as of Q4 2024, up from 38 in Q3 2024.
  • Funds reported $21.6M of Direxion Daily Energy Bull 2X ETF stock for Q4 2024, down 12% quarter-over-quarter.
  • 15 funds opened new Direxion Daily Energy Bull 2X ETF positions in Q4 2024 and 11 closed out, a net change of +4 holders.
  • The largest Direxion Daily Energy Bull 2X ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $3.95M added.
  • The largest Direxion Daily Energy Bull 2X ETF seller in Q4 2024 was HRT Financial, an estimated $3.5M sold.

Based on aggregated 13F filings for Q4 2024.