We are live on ! Find out more
ERX icon

Direxion Daily Energy Bull 2X ETF

41 hedge funds and large institutions have $40.2M invested in Direxion Daily Energy Bull 2X ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

60% more capital invested

Capital invested by funds: $25.1M → $40.2M (+$15.1M)

38% more call options, than puts

Call options by funds: $21.6M | Put options by funds: $15.7M

14% more funds holding

Funds holding: 3641 (+5)

4.54% more ownership

Funds ownership: 6.12%10.66% (+4.5%)

29% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 14

Holders
41
Holders Change
+5
Holders Change %
+13.89%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
10
Reduced
14
Closed
4
Calls
$21.6M
Puts
$15.7M
Net Calls
+$5.95M
Net Calls Change
-$8.24M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$9.12M +$5.26M +88,903 +123%
Simplex Trading
2
Simplex Trading
Illinois
$5.43M +$5.67M +95,964 New
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.18M +$2.99M +50,600 +909%
GS
4
GTS Securities
New York
$2.74M +$2.01M +33,960 +234%
MWM
5
Meridian Wealth Management
Kentucky
$2.23M
XSC
6
X-Square Capital
Puerto Rico
$1.86M +$289K +4,885 +17%
Morgan Stanley
7
Morgan Stanley
New York
$1.75M +$577K +9,765 +46%
IMC Chicago
8
IMC Chicago
Illinois
$1.74M +$1.81M +30,692 New
JF
9
Jump Financial
Illinois
$1.34M +$1.4M +23,615 New
TCM
10
Traynor Capital Management
Pennsylvania
$1.32M +$628K +10,627 +83%
Squarepoint
11
Squarepoint
New York
$1.2M +$1.25M +21,219 New
TRCT
12
Tower Research Capital (TRC)
New York
$1.14M +$1.17M +19,812 +5,241%
TSS
13
Two Sigma Securities
New York
$1.12M -$153K -2,593 -12%
Corient Private Wealth
14
Corient Private Wealth
Florida
$1.07M -$1.3K -22 -0.1%
TFA
15
Toth Financial Advisory
Virginia
$953K -$534K -9,037 -35%
TPWA
16
TRUE Private Wealth Advisors
Oregon
$837K -$37K -626 -4%
SBIA
17
Sheaff Brock Investment Advisors
Indiana
$815K -$148K -2,500 -15%
Wolverine Trading
18
Wolverine Trading
Illinois
$700K -$1.19M -20,128 -62%
Jane Street
19
Jane Street
New York
$700K -$473K -8,008 -39%
AWE
20
Avidian Wealth Enterprises
Texas
$227K +$238K +4,019 New
QT
21
Quantbot Technologies
New York
$167K -$3.13K -53 -2%
HT
22
Headlands Technologies
Illinois
$109K +$114K +1,932 New
JP Morgan Chase
23
JP Morgan Chase
New York
$93.1K +$1.12K +19 +1%
BCV
24
Banque Cantonale Vaudoise
Switzerland
$57K
CG
25
Cutler Group
California
$39K -$11.8K -200 -22%

ERX Hedge Fund Activity: Q4 2023 in Review

41 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Direxion Daily Energy Bull 2X ETF (ERX) for Q4 2023, worth a combined $40.2M — up 60% from $25.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ERX positions and 4 closed out — a net gain of 6 holders — while 10 added to existing stakes and 14 trimmed.

The largest buyer was Simplex Trading, opening a new position worth an estimated $5.67M. The largest seller was Wolverine Trading, cutting an estimated $1.19M.

  • 41 institutional investors held Direxion Daily Energy Bull 2X ETF (ERX) as of Q4 2023, up from 36 in Q3 2023.
  • Funds reported $40.2M of Direxion Daily Energy Bull 2X ETF stock for Q4 2023, up 60% quarter-over-quarter.
  • 10 funds opened new Direxion Daily Energy Bull 2X ETF positions in Q4 2023 and 4 closed out, a net change of +6 holders.
  • The largest Direxion Daily Energy Bull 2X ETF buyer in Q4 2023 was Simplex Trading, an estimated $5.67M added.
  • The largest Direxion Daily Energy Bull 2X ETF seller in Q4 2023 was Wolverine Trading, an estimated $1.19M sold.

Based on aggregated 13F filings for Q4 2023.