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Direxion Daily Energy Bull 2X ETF

40 hedge funds and large institutions have $26.8M invested in Direxion Daily Energy Bull 2X ETF in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $47.3M | Put options by funds: $29.9M

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.6% less ownership

Funds ownership: 6.11%5.51% (-0.6%)

7% less funds holding

Funds holding: 4340 (-3)

22% less capital invested

Capital invested by funds: $34.3M → $26.8M (-$7.53M)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
40
Holders Change
-3
Holders Change %
-6.98%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
12
Reduced
11
Closed
9
Calls
$47.3M
Puts
$29.9M
Net Calls
+$17.4M
Net Calls Change
-$80K
Name Holding Trade Value Shares
Change
Change in
Stake
XSC
1
X-Square Capital
Puerto Rico
$4.26M -$2.38M -78,027 -35%
TFA
2
Toth Financial Advisory
Virginia
$3.57M +$252K +8,243 +7%
Simplex Trading
3
Simplex Trading
Illinois
$3.55M -$575K -18,838 -14%
HF
4
HRT Financial
New York
$2.19M -$6.31M -206,575 -74%
Citadel Advisors
5
Citadel Advisors
Florida
$2.1M +$1.02M +33,487 +90%
IA
6
Icon Advisers
Colorado
$1.93M +$1.99M +65,000 New
Jane Street
7
Jane Street
New York
$1.06M -$1.85M -60,662 -63%
Morgan Stanley
8
Morgan Stanley
New York
$823K +$404K +13,222 +91%
CG
9
Cutler Group
California
$817K +$654K +21,424 +347%
Squarepoint
10
Squarepoint
New York
$807K +$166K +5,437 +25%
HJMC
11
Hellman Jordan Management Company
Massachusetts
$704K -$301K -9,850 -29%
Qube Research & Technologies (QRT)
12
Qube Research & Technologies (QRT)
United Kingdom
$687K +$700K +22,914 +8,332%
TSS
13
Two Sigma Securities
New York
$555K +$572K +18,741 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$522K -$2.16M -70,569 -80%
DWM
15
Doyle Wealth Management
Florida
$504K +$31 +1 +0%
TPWA
16
TRUE Private Wealth Advisors
Oregon
$488K +$196K +6,404 +63%
SBIA
17
Sheaff Brock Investment Advisors
Indiana
$430K
TRCT
18
Tower Research Capital (TRC)
New York
$387K +$398K +13,041 New
IWA
19
Intercontinental Wealth Advisors
Texas
$332K -$250K -8,200 -42%
GWM
20
Geneos Wealth Management
Colorado
$207K -$3.05K -100 -1%
CICI
21
Capital Investment Counsel Inc
North Carolina
$206K -$36.2K -1,185 -15%
AFP
22
Ausdal Financial Partners
Iowa
$202K +$208K +6,807 New
Bank of America
23
Bank of America
North Carolina
$169K +$174K +5,682 +17,756%
Optiver Holding
24
Optiver Holding
Netherlands
$41K +$16K +524 +55%
JP Morgan Chase
25
JP Morgan Chase
New York
$37K +$14.7K +482 +62%

ERX Hedge Fund Activity: Q4 2021 in Review

40 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Direxion Daily Energy Bull 2X ETF (ERX) for Q4 2021, worth a combined $26.8M — down 22% from $34.3M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of ERX and 7 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 12 added.

The largest buyer was Icon Advisers, opening a new position worth an estimated $1.99M. The largest seller was HRT Financial, cutting an estimated $6.31M.

  • 40 institutional investors held Direxion Daily Energy Bull 2X ETF (ERX) as of Q4 2021, down from 43 in Q3 2021.
  • Funds reported $26.8M of Direxion Daily Energy Bull 2X ETF stock for Q4 2021, down 22% quarter-over-quarter.
  • 7 funds opened new Direxion Daily Energy Bull 2X ETF positions in Q4 2021 and 9 closed out, a net change of -2 holders.
  • The largest Direxion Daily Energy Bull 2X ETF buyer in Q4 2021 was Icon Advisers, an estimated $1.99M added.
  • The largest Direxion Daily Energy Bull 2X ETF seller in Q4 2021 was HRT Financial, an estimated $6.31M sold.

Based on aggregated 13F filings for Q4 2021.