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Direxion Daily Mid Cap Bull 3X ETF

19 hedge funds and large institutions have $11.8M invested in Direxion Daily Mid Cap Bull 3X ETF in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

27% more funds holding

Funds holding: 1519 (+4)

15% more capital invested

Capital invested by funds: $10.3M → $11.8M (+$1.49M)

14% more call options, than puts

Call options by funds: $3.16M | Put options by funds: $2.76M

6.82% less ownership

Funds ownership: 98.78%91.97% (-6.8%)

40% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 5

Holders
19
Holders Change
+4
Holders Change %
+26.67%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
3
Reduced
5
Closed
6
Calls
$3.16M
Puts
$2.76M
Net Calls
+$397K
Net Calls Change
+$8.81M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.28M +$2.33M +145,220 +311%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.13M -$377K -23,525 -11%
SG Americas Securities
3
SG Americas Securities
New York
$1.09M +$273K +17,000 +36%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$861K -$188K -11,720 -19%
KC
5
Kingfisher Capital
North Carolina
$640K -$45.6K -2,845 -7%
PSW
6
Portfolio Strategies (Washington)
Washington
$598K +$562K +35,030 New
Jane Street
7
Jane Street
New York
$572K +$537K +33,500 New
CWM
8
Concert Wealth Management
California
$447K +$439K +27,405 New
Barclays
9
Barclays
United Kingdom
$326K +$307K +19,150 New
AC
10
AFAM Capital
Texas
$324K -$41K -2,555 -12%
TH
11
Timber Hill
Connecticut
$294K -$157K -9,790 -36%
U
12
UBS
Switzerland
$76K +$22.3K +1,390 +46%
TRCT
13
Tower Research Capital (TRC)
New York
$51K +$47.9K +2,985 New
CAL
14
Capital Analysts LLC
Pennsylvania
$32.9K +$30.9K +1,925 New
Creative Planning
15
Creative Planning
Kansas
$18K +$16.6K +1,035 New
Bank of America
16
Bank of America
North Carolina
$18K +$16.8K +1,050 New
FTUS
17
Flow Traders U.S.
New York
$4K +$3.69K +230 New
PFG
18
Piershale Financial Group
Illinois
$3K +$2.49K +155 New
CPSAC
19
Chas P. Smith & Associates (CPS)
Florida
-$2.05M -128,100 Closed
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
-$545K -34,000 Closed
Goldman Sachs
21
Goldman Sachs
New York
-$373K -23,350 Closed
WA
22
WFG Advisors
Texas
-$31K -1,920 Closed
MA
23
MUFG Americas
New York
-$8K -500 Closed
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
-$2K -115 Closed

MIDU Hedge Fund Activity: Q1 2014 in Review

19 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Direxion Daily Mid Cap Bull 3X ETF (MIDU) for Q1 2014, worth a combined $11.8M — up 15% from $10.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MIDU positions and 6 closed out — a net gain of 4 holders — while 3 added to existing stakes and 5 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $2.33M. The largest seller was Chas P. Smith & Associates (CPS), exiting entirely with an estimated $2.05M sold.

  • 19 institutional investors held Direxion Daily Mid Cap Bull 3X ETF (MIDU) as of Q1 2014, up from 15 in Q4 2013.
  • Funds reported $11.8M of Direxion Daily Mid Cap Bull 3X ETF stock for Q1 2014, up 15% quarter-over-quarter.
  • 10 funds opened new Direxion Daily Mid Cap Bull 3X ETF positions in Q1 2014 and 6 closed out, a net change of +4 holders.
  • The largest Direxion Daily Mid Cap Bull 3X ETF buyer in Q1 2014 was Royal Bank of Canada, an estimated $2.33M added.
  • The largest Direxion Daily Mid Cap Bull 3X ETF seller in Q1 2014 was Chas P. Smith & Associates (CPS), an estimated $2.05M sold.

Based on aggregated 13F filings for Q1 2014.