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Direxion Daily Energy Bull 2X ETF

38 hedge funds and large institutions have $23.9M invested in Direxion Daily Energy Bull 2X ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $27.3M | Put options by funds: $10.3M

0.64% less ownership

Funds ownership: 6.55%5.9% (-0.64%)

14% less funds holding

Funds holding: 4438 (-6)

27% less capital invested

Capital invested by funds: $32.8M → $23.9M (-$8.9M)

44% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 16

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
38
Holders Change
-6
Holders Change %
-13.64%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
9
Reduced
16
Closed
11
Calls
$27.3M
Puts
$10.3M
Net Calls
+$17M
Net Calls Change
-$38.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$4.15M -$234K -4,544 -5%
IA
2
Icon Advisers
Colorado
$3.09M +$3.46M +67,000 New
XSC
3
X-Square Capital
Puerto Rico
$2.41M -$2.51M -48,724 -48%
MWM
4
Meridian Wealth Management
Kentucky
$2.04M -$3.51K -68 -0.2%
Millennium Management
5
Millennium Management
New York
$1.88M +$2.09M +40,601 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.87M +$2.09M +40,477 New
TPWA
7
TRUE Private Wealth Advisors
Oregon
$1.01M +$6.04K +117 +0.5%
SBIA
8
Sheaff Brock Investment Advisors
Indiana
$803K +$103K +2,000 +13%
HF
9
HRT Financial
New York
$797K -$970K -18,804 -52%
DWM
10
Doyle Wealth Management
Florida
$786K +$52 +1 +0%
TSS
11
Two Sigma Securities
New York
$717K +$446K +8,638 +125%
HT
12
HAP Trading
New York
$568K +$635K +12,300 New
TFA
13
Toth Financial Advisory
Virginia
$554K -$508K -9,855 -45%
Simplex Trading
14
Simplex Trading
Illinois
$545K -$3.71M -71,968 -86%
CG
15
Cutler Group
California
$436K -$4.99M -96,731 -91%
Jane Street
16
Jane Street
New York
$417K -$1.89M -36,686 -80%
UBS Group
17
UBS Group
Switzerland
$351K +$271K +5,252 +223%
Morgan Stanley
18
Morgan Stanley
New York
$285K +$198K +3,842 +164%
Creative Planning
19
Creative Planning
Kansas
$259K -$4.23K -82 -1%
IWA
20
Intercontinental Wealth Advisors
Texas
$248K -$2.32K -45 -0.8%
XS
21
XR Securities
Illinois
$217K -$98.2K -1,904 -29%
JP Morgan Chase
22
JP Morgan Chase
New York
$131K +$76.8K +1,489 +110%
Parallax Volatility Advisers
23
Parallax Volatility Advisers
California
$84K -$41.6K -806 -31%
FDCDDQ
24
Federation des caisses Desjardins du Quebec
Quebec, Canada
$80.8K +$80K +1,550 +775%
QT
25
Quantbot Technologies
New York
$72K -$243K -4,705 -75%

ERX Hedge Fund Activity: Q3 2022 in Review

38 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Direxion Daily Energy Bull 2X ETF (ERX) for Q3 2022, worth a combined $23.9M — down 27% from $32.8M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of ERX and 5 opened new positions — a net loss of 6 holders — while 16 trimmed existing stakes and 9 added.

The largest buyer was Icon Advisers, opening a new position worth an estimated $3.46M. The largest seller was Cutler Group, cutting an estimated $4.99M.

  • 38 institutional investors held Direxion Daily Energy Bull 2X ETF (ERX) as of Q3 2022, down from 44 in Q2 2022.
  • Funds reported $23.9M of Direxion Daily Energy Bull 2X ETF stock for Q3 2022, down 27% quarter-over-quarter.
  • 5 funds opened new Direxion Daily Energy Bull 2X ETF positions in Q3 2022 and 11 closed out, a net change of -6 holders.
  • The largest Direxion Daily Energy Bull 2X ETF buyer in Q3 2022 was Icon Advisers, an estimated $3.46M added.
  • The largest Direxion Daily Energy Bull 2X ETF seller in Q3 2022 was Cutler Group, an estimated $4.99M sold.

Based on aggregated 13F filings for Q3 2022.