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MOON

Direxion Moonshot Innovators ETF

Delisted

MOON was delisted on the 19th of July, 2024.

45 hedge funds and large institutions have $16.5M invested in Direxion Moonshot Innovators ETF in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

2% less funds holding

Funds holding: 4645 (-1)

53% less capital invested

Capital invested by funds: $35.4M → $16.5M (-$18.8M)

62% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 21

Holders
45
Holders Change
-1
Holders Change %
-2.17%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
8
Reduced
21
Closed
11
Calls
$216K
Puts
Net Calls
+$216K
Net Calls Change
+$227K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$55K +$60.7K +1,941 New
JP Morgan Chase
27
JP Morgan Chase
New York
$51K -$13.4K -430 -18%
Simplex Trading
28
Simplex Trading
Illinois
$40K -$17.8K -569 -28%
AWM
29
Accel Wealth Management
Iowa
$34K +$30.3K +970 +323%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$34K +$39.8K +1,275 New
GWSG
31
GPS Wealth Strategies Group
Colorado
$20K
BFC
32
Bedel Financial Consulting
Indiana
$20K +$250 +8 +1%
Bank of America
33
Bank of America
North Carolina
$20K +$23.1K +739 New
JAM
34
JCIC Asset Management
Ontario, Canada
$13K
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$12K +$13.5K +433 New
AF
36
Advisornet Financial
Minnesota
$11K -$688 -22 -5%
SIC
37
SJS Investment Consulting
Ohio
$7K +$7.81K +250 New
EWA
38
Evolution Wealth Advisors
Florida
$6.94K +$8.04M +257,325 New
Koshinski Asset Management
39
Koshinski Asset Management
Illinois
$6.9K -$14.9K -477 -65%
Citigroup
40
Citigroup
New York
$6K -$10.9M -350,005 -100%
LFG
41
Larson Financial Group
Missouri
$4K -$656 -21 -12%
FDCDDQ
42
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.21K
IA
43
IFP Advisors
Florida
$1K -$10.5K -335 -94%
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$1K
Truist Financial
45
Truist Financial
North Carolina
-$462K -14,466 Closed
CS
46
Credit Suisse
Switzerland
-$369K -11,559 Closed
SG
47
StoneX Group
New York
-$303K -9,477 Closed
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
-$281K -8,790 Closed
Goldman Sachs
49
Goldman Sachs
New York
-$265K -8,307 Closed
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
-$255K -7,974 Closed

MOON Hedge Fund Activity: Q4 2021 in Review

45 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Direxion Moonshot Innovators ETF (MOON) for Q4 2021, worth a combined $16.5M — down 53% from $35.4M a quarter earlier.

Fund positioning in MOON was balanced in Q4 2021: 11 funds opened new positions, 11 closed out, 8 added to existing stakes and 21 trimmed.

The largest buyer was Evolution Wealth Advisors, opening a new position worth an estimated $8.04M. The largest seller was Citigroup, cutting an estimated $10.9M.

  • 45 institutional investors held Direxion Moonshot Innovators ETF (MOON) as of Q4 2021, down from 46 in Q3 2021.
  • Funds reported $16.5M of Direxion Moonshot Innovators ETF stock for Q4 2021, down 53% quarter-over-quarter.
  • 11 funds opened new Direxion Moonshot Innovators ETF positions in Q4 2021 and 11 closed out, a net change of 0 holders.
  • The largest Direxion Moonshot Innovators ETF buyer in Q4 2021 was Evolution Wealth Advisors, an estimated $8.04M added.
  • The largest Direxion Moonshot Innovators ETF seller in Q4 2021 was Citigroup, an estimated $10.9M sold.

Based on aggregated 13F filings for Q4 2021.