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Direxion Daily Energy Bull 2X ETF

33 hedge funds and large institutions have $35.2M invested in Direxion Daily Energy Bull 2X ETF in 2015 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 6

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

14% more funds holding

Funds holding: 2933 (+4)

0.03% more ownership

Funds ownership: 0.86%0.89% (+0.03%)

14% less capital invested

Capital invested by funds: $40.7M → $35.2M (-$5.54M)

22% less call options, than puts

Call options by funds: $45.7M | Put options by funds: $58.5M

Holders
33
Holders Change
+4
Holders Change %
+13.79%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
13
Reduced
6
Closed
6
Calls
$45.7M
Puts
$58.5M
Net Calls
-$12.8M
Net Calls Change
+$13.3M
Name Holding Trade Value Shares
Change
Change in
Stake
QIM
1
Quantitative Investment Management
Virginia
$6.7M +$9.36M +26,200 New
BFG
2
Bouchey Financial Group
New York
$3.75M +$841K +2,354 +19%
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$3.7M +$1.79M +5,000 +53%
Goldman Sachs
4
Goldman Sachs
New York
$3.48M +$1.14M +3,190 +31%
Nomura Holdings
5
Nomura Holdings
Japan
$3.03M +$1.92M +5,370 +83%
CS
6
Credit Suisse
Switzerland
$2.15M +$361K +1,011 +14%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$2.1M +$2.92M +8,189 New
SG Americas Securities
8
SG Americas Securities
New York
$2.02M +$1.47M +4,108 +108%
TRCT
9
Tower Research Capital (TRC)
New York
$1.99M +$2.77M +7,766 New
Barclays
10
Barclays
United Kingdom
$1.43M +$181K +506 +10%
WAM
11
Wolverine Asset Management
Illinois
$716K +$1M +2,800 New
Creative Planning
12
Creative Planning
Kansas
$697K +$245K +685 +34%
Simplex Trading
13
Simplex Trading
Illinois
$561K +$495K +1,387 +172%
Jane Street
14
Jane Street
New York
$508K -$1.66M -4,638 -70%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$473K -$636K -1,780 -49%
TH
16
Timber Hill
Connecticut
$460K -$798K -2,235 -55%
EWA
17
Exencial Wealth Advisors
Oklahoma
$330K +$224K +626 +94%
CPSAC
18
Chas P. Smith & Associates (CPS)
Florida
$275K -$24.6K -69 -6%
TCM
19
Traynor Capital Management
Pennsylvania
$208K -$527K -1,476 -64%
Bank of America
20
Bank of America
North Carolina
$110K +$86.4K +242 +128%
Citadel Advisors
21
Citadel Advisors
Florida
$91K +$127K +356 New
Walleye Trading
22
Walleye Trading
New York
$90K +$68.9K +193 +123%
UBS Group
23
UBS Group
Switzerland
$80K +$110K +307 +4,386%
LYV
24
Live Your Vision
Pennsylvania
$51K +$71.4K +200 New
GWM
25
Gupta Wealth Management
California
$50K +$70.4K +197 New

ERX Hedge Fund Activity: Q3 2015 in Review

33 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Direxion Daily Energy Bull 2X ETF (ERX) for Q3 2015, worth a combined $35.2M — down 14% from $40.7M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ERX positions and 6 closed out — a net gain of 4 holders — while 13 added to existing stakes and 6 trimmed.

The largest buyer was Quantitative Investment Management, opening a new position worth an estimated $9.36M. The largest seller was Jane Street, cutting an estimated $1.66M.

  • 33 institutional investors held Direxion Daily Energy Bull 2X ETF (ERX) as of Q3 2015, up from 29 in Q2 2015.
  • Funds reported $35.2M of Direxion Daily Energy Bull 2X ETF stock for Q3 2015, down 14% quarter-over-quarter.
  • 10 funds opened new Direxion Daily Energy Bull 2X ETF positions in Q3 2015 and 6 closed out, a net change of +4 holders.
  • The largest Direxion Daily Energy Bull 2X ETF buyer in Q3 2015 was Quantitative Investment Management, an estimated $9.36M added.
  • The largest Direxion Daily Energy Bull 2X ETF seller in Q3 2015 was Jane Street, an estimated $1.66M sold.

Based on aggregated 13F filings for Q3 2015.