We are live on ! Find out more
ERX icon

Direxion Daily Energy Bull 2X ETF

32 hedge funds and large institutions have $23.2M invested in Direxion Daily Energy Bull 2X ETF in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 2 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 2

227% more capital invested

Capital invested by funds: $7.08M → $23.2M (+$16.1M)

85% more call options, than puts

Call options by funds: $27M | Put options by funds: $14.6M

2.53% more ownership

Funds ownership: 2.83%5.36% (+2.5%)

6% less funds holding

Funds holding: 3432 (-2)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
32
Holders Change
-2
Holders Change %
-5.88%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
2
Closed
7
Calls
$27M
Puts
$14.6M
Net Calls
+$12.4M
Net Calls Change
+$4.24M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$6.26M +$1.36M +111,751 +34%
HF
2
HRT Financial
New York
$3.69M +$2.77M +227,994 +790%
TRCT
3
Tower Research Capital (TRC)
New York
$3.2M +$2.66M +219,349 +5,873%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.45M +$1.51M +124,157 +267%
VF
5
Virtu Financial
New York
$1.58M +$1.16M +95,388 +649%
Simplex Trading
6
Simplex Trading
Illinois
$1.14M +$292K +24,069 +43%
TFA
7
Toth Financial Advisory
Virginia
$804K +$680K +56,051 New
XSC
8
X-Square Capital
Puerto Rico
$793K +$420K +34,590 +168%
Creative Planning
9
Creative Planning
Kansas
$745K -$779K -64,149 -55%
Morgan Stanley
10
Morgan Stanley
New York
$463K +$234K +19,279 +148%
CG
11
Cutler Group
California
$330K +$278K +22,880 +19,067%
IWA
12
Intercontinental Wealth Advisors
Texas
$260K +$13.1K +1,080 +6%
DWM
13
Doyle Wealth Management
Florida
$244K
GFG
14
Greystone Financial Group
Michigan
$232K +$146K +12,000 New
Bank of America
15
Bank of America
North Carolina
$215K
SBIA
16
Sheaff Brock Investment Advisors
Indiana
$208K
GWM
17
Geneos Wealth Management
Colorado
$171K +$546 +45 +0.6%
FSG
18
Financial Strategies Group
Michigan
$146K +$123K +10,156 New
TPWA
19
TRUE Private Wealth Advisors
Oregon
$47K -$9.04K -745 -18%
PMFA
20
Plante Moran Financial Advisors
Michigan
$42K
UBS Group
21
UBS Group
Switzerland
$39K +$32.6K +2,688 +134,400%
WAM
22
Wolverine Asset Management
Illinois
$30K
COCM
23
Charter Oak Capital Management
New Hampshire
$28K +$24.3K +2,000 New
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$21K
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$16K +$6.23K +513 +86%

ERX Hedge Fund Activity: Q4 2020 in Review

32 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Direxion Daily Energy Bull 2X ETF (ERX) for Q4 2020, worth a combined $23.2M — up 227% from $7.08M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of ERX and 5 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 13 added.

The largest buyer was HRT Financial, adding an estimated $2.77M. The largest seller was Creative Planning, cutting an estimated $779K.

  • 32 institutional investors held Direxion Daily Energy Bull 2X ETF (ERX) as of Q4 2020, down from 34 in Q3 2020.
  • Funds reported $23.2M of Direxion Daily Energy Bull 2X ETF stock for Q4 2020, up 227% quarter-over-quarter.
  • 5 funds opened new Direxion Daily Energy Bull 2X ETF positions in Q4 2020 and 7 closed out, a net change of -2 holders.
  • The largest Direxion Daily Energy Bull 2X ETF buyer in Q4 2020 was HRT Financial, an estimated $2.77M added.
  • The largest Direxion Daily Energy Bull 2X ETF seller in Q4 2020 was Creative Planning, an estimated $779K sold.

Based on aggregated 13F filings for Q4 2020.