We are live on ! Find out more
ERX icon

Direxion Daily Energy Bull 2X ETF

38 hedge funds and large institutions have $35.2M invested in Direxion Daily Energy Bull 2X ETF in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

52% more capital invested

Capital invested by funds: $23.2M → $35.2M (+$12M)

46% more call options, than puts

Call options by funds: $30M | Put options by funds: $20.5M

19% more funds holding

Funds holding: 3238 (+6)

0.32% more ownership

Funds ownership: 5.36%5.68% (+0.32%)

22% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 9

Holders
38
Holders Change
+6
Holders Change %
+18.75%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
7
Reduced
9
Closed
6
Calls
$30M
Puts
$20.5M
Net Calls
+$9.53M
Net Calls Change
-$2.87M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$7.04M +$2.68M +127,063 +74%
IA
2
Icon Advisers
Colorado
$5.53M +$4.94M +234,000 New
Citadel Advisors
3
Citadel Advisors
Florida
$4.88M -$4.85M -229,736 -53%
Simplex Trading
4
Simplex Trading
Illinois
$4.29M +$2.15M +101,905 +128%
XSC
5
X-Square Capital
Puerto Rico
$3.49M +$1.95M +92,552 +168%
TFA
6
Toth Financial Advisory
Virginia
$2M +$606K +28,720 +51%
SCP
7
Silverleafe Capital Partners
Tennessee
$1.48M +$1.32M +62,589 New
HF
8
HRT Financial
New York
$1.02M -$4.51M -213,485 -83%
Morgan Stanley
9
Morgan Stanley
New York
$699K -$57.6K -2,731 -8%
Jane Street
10
Jane Street
New York
$651K +$581K +27,542 New
HJMC
11
Hellman Jordan Management Company
Massachusetts
$537K +$480K +22,721 New
IWA
12
Intercontinental Wealth Advisors
Texas
$461K +$29.8K +1,410 +8%
HT
13
HAP Trading
New York
$456K +$407K +19,300 New
DWM
14
Doyle Wealth Management
Florida
$402K
Creative Planning
15
Creative Planning
Kansas
$395K -$743K -35,180 -68%
CG
16
Cutler Group
California
$375K -$150K -7,100 -31%
Bank of America
17
Bank of America
North Carolina
$355K +$2.11K +100 +0.7%
SBIA
18
Sheaff Brock Investment Advisors
Indiana
$343K
GFG
19
Greystone Financial Group
Michigan
$319K
GWM
20
Geneos Wealth Management
Colorado
$168K -$3.06K -145 -2%
PMFA
21
Plante Moran Financial Advisors
Michigan
$69K
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$35K
JP Morgan Chase
23
JP Morgan Chase
New York
$33K +$29.6K +1,404 New
COCM
24
Charter Oak Capital Management
New Hampshire
$28K
TRCT
25
Tower Research Capital (TRC)
New York
$27K -$4.69M -221,962 -99%

ERX Hedge Fund Activity: Q1 2021 in Review

38 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Direxion Daily Energy Bull 2X ETF (ERX) for Q1 2021, worth a combined $35.2M — up 52% from $23.2M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ERX positions and 6 closed out — a net gain of 6 holders — while 7 added to existing stakes and 9 trimmed.

The largest buyer was Icon Advisers, opening a new position worth an estimated $4.94M. The largest seller was Citadel Advisors, cutting an estimated $4.85M.

  • 38 institutional investors held Direxion Daily Energy Bull 2X ETF (ERX) as of Q1 2021, up from 32 in Q4 2020.
  • Funds reported $35.2M of Direxion Daily Energy Bull 2X ETF stock for Q1 2021, up 52% quarter-over-quarter.
  • 12 funds opened new Direxion Daily Energy Bull 2X ETF positions in Q1 2021 and 6 closed out, a net change of +6 holders.
  • The largest Direxion Daily Energy Bull 2X ETF buyer in Q1 2021 was Icon Advisers, an estimated $4.94M added.
  • The largest Direxion Daily Energy Bull 2X ETF seller in Q1 2021 was Citadel Advisors, an estimated $4.85M sold.

Based on aggregated 13F filings for Q1 2021.