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Direxion Daily Energy Bull 2X ETF

20 hedge funds and large institutions have $35.8M invested in Direxion Daily Energy Bull 2X ETF in 2014 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

18% more funds holding

Funds holding: 1720 (+3)

1.06% less ownership

Funds ownership: 3.08%2.01% (-1.1%)

32% less call options, than puts

Call options by funds: $66.5M | Put options by funds: $97.8M

42% less capital invested

Capital invested by funds: $61.5M → $35.8M (-$25.7M)

Holders
20
Holders Change
+3
Holders Change %
+17.65%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
6
Reduced
5
Closed
4
Calls
$66.5M
Puts
$97.8M
Net Calls
-$31.3M
Net Calls Change
+$21.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$13.6M -$2.23M -1,902 -12%
CS
2
Credit Suisse
Switzerland
$5.58M -$5.25M -4,478 -44%
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$4M +$19.9K +17 +0.4%
AP
4
Advisors Preferred
Maryland
$3.1M +$1.69M +1,442 +81%
VF
5
Virtu Financial
New York
$3.04M +$3.72M +3,172 New
Bank of America
6
Bank of America
North Carolina
$1.16M +$82K +70 +6%
QIM
7
Quantitative Investment Management
Virginia
$1.05M +$914K +780 +244%
TRCT
8
Tower Research Capital (TRC)
New York
$992K +$1.21M +1,035 New
VKH
9
Virtu KCG Holdings
New York
$677K +$827K +706 New
Morgan Stanley
10
Morgan Stanley
New York
$617K +$596K +509 +380%
TH
11
Timber Hill
Connecticut
$469K -$997K -851 -64%
Nomura Holdings
12
Nomura Holdings
Japan
$414K +$269K +230 +115%
RHBC
13
R.H. Bluestein & Co
Michigan
$384K -$738K -630 -61%
Millennium Management
14
Millennium Management
New York
$274K +$334K +285 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$153K
Barclays
16
Barclays
United Kingdom
$99K +$123K +105 New
U
17
UBS
Switzerland
$63K +$76.1K +65 New
FIG
18
Fusion Investment Group
Pennsylvania
$19K
Walleye Trading
19
Walleye Trading
New York
$15K -$492K -420 -97%
OCM
20
One Capital Management
California
$1K +$1.17K +1 New
Citigroup
21
Citigroup
New York
-$6.51M -5,000 Closed
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
-$5.39M -4,600 Closed
CPSAC
23
Chas P. Smith & Associates (CPS)
Florida
-$781K -600 Closed
FWCM
24
First Western Capital Management
California
-$468K -360 Closed

ERX Hedge Fund Activity: Q3 2014 in Review

20 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Direxion Daily Energy Bull 2X ETF (ERX) for Q3 2014, worth a combined $35.8M — down 42% from $61.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ERX positions and 4 closed out — a net gain of 3 holders — while 6 added to existing stakes and 5 trimmed.

The largest buyer was Virtu Financial, opening a new position worth an estimated $3.72M. The largest seller was Citigroup, exiting entirely with an estimated $6.51M sold.

  • 20 institutional investors held Direxion Daily Energy Bull 2X ETF (ERX) as of Q3 2014, up from 17 in Q2 2014.
  • Funds reported $35.8M of Direxion Daily Energy Bull 2X ETF stock for Q3 2014, down 42% quarter-over-quarter.
  • 7 funds opened new Direxion Daily Energy Bull 2X ETF positions in Q3 2014 and 4 closed out, a net change of +3 holders.
  • The largest Direxion Daily Energy Bull 2X ETF buyer in Q3 2014 was Virtu Financial, an estimated $3.72M added.
  • The largest Direxion Daily Energy Bull 2X ETF seller in Q3 2014 was Citigroup, an estimated $6.51M sold.

Based on aggregated 13F filings for Q3 2014.