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Direxion Daily Semiconductor Bull 3X ETF
SOXL

20 hedge funds and large institutions have $21.4M invested in Direxion Daily Semiconductor Bull 3X ETF in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less funds holding

Funds holding: 21 → 20 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

22.03% less ownership

Funds ownership: 69.72% → 47.69% (-22%)

28% less capital invested

Capital invested by funds: $29.8M → $21.4M (-$8.42M)

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

64% less call options, than puts

Call options by funds: $55.6M | Put options by funds: $152M

Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
4
Reduced
7
Closed
7
Calls
$55.6M
Puts
$152M
Net Calls
-$96.8M
Net Calls Change
+$15.8M

Top Buyers

1
HJMC
Hellman Jordan Management Company
Massachusetts
+$4.16M
2
Creative Planning
Creative Planning
Kansas
+$1.94M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$562K
4
MIH
Meitav Investment House
Israel
+$500K
5
ACM
Avalon Capital Management
California
+$228K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$7.89M
2
Jane Street
Jane Street
New York
-$6.02M
3
Citadel Advisors
Citadel Advisors
Florida
-$3M
4
Wolverine Trading
Wolverine Trading
Illinois
-$1.73M
5
HF
HRT Financial
New York
-$351K
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
1
Tower Research Capital (TRC)
New York
$4.84M +$30.8K +2,775 +0.6%
HJMC
2
Hellman Jordan Management Company
Massachusetts
$3.82M +$4.16M +375,000 New
Jane Street
3
Jane Street
New York
$2.33M -$6.02M -542,430 -70%
Creative Planning
4
Creative Planning
Kansas
$1.78M +$1.94M +175,005 New
Wolverine Trading
5
Wolverine Trading
Illinois
$1.66M -$1.73M -155,865 -49%
AFP
6
Ausdal Financial Partners
Iowa
$1.31M +$9.16K +825 +0.6%
VF
7
Virtu Financial
New York
$1.29M -$117K -10,545 -8%
Morgan Stanley
8
Morgan Stanley
New York
$1.15M -$56.3K -5,070 -4%
WAM
9
Wealthspire Advisors (Maryland)
Maryland
$656K -$93.6K -8,430 -12%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$525K +$562K +50,670 +6,142%
MIH
11
Meitav Investment House
Israel
$459K +$500K +45,015 New
CAL
12
Capital Analysts LLC
Pennsylvania
$436K -$291K -26,250 -38%
TFA
13
Toth Financial Advisory
Virginia
$316K – – –
CG
14
Cutler Group
California
$305K -$249K -22,470 -43%
ACM
15
Avalon Capital Management
California
$210K +$228K +20,580 New
Citigroup
16
Citigroup
New York
$168K +$183K +16,500 New
BCM
17
Brasada Capital Management
Texas
$76K +$83.2K +7,500 New
ASN
18
Advisory Services Network
Georgia
$30K +$4.83K +435 +18%
SIAP
19
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5K – – –
Parallax Volatility Advisers
20
Parallax Volatility Advisers
California
$1K – – –
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
– -$7.89M -710,745 Closed
Citadel Advisors
22
Citadel Advisors
Florida
– -$3M -270,720 Closed
HF
23
HRT Financial
New York
– -$351K -38,235 Closed
TH
24
Timber Hill
Connecticut
– -$236K -25,695 Closed
UBS Group
25
UBS Group
Switzerland
– -$96K -10,410 Closed
1
2

SOXL Hedge Fund Activity: Q1 2018 in Review

20 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Direxion Daily Semiconductor Bull 3X ETF (SOXL) for Q1 2018, worth a combined $21.4M — down 28% from $29.8M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of SOXL and 6 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 4 added.

The largest buyer was Hellman Jordan Management Company, opening a new position worth an estimated $4.16M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $7.89M sold.

  • 20 institutional investors held Direxion Daily Semiconductor Bull 3X ETF (SOXL) as of Q1 2018, down from 21 in Q4 2017.
  • Funds reported $21.4M of Direxion Daily Semiconductor Bull 3X ETF stock for Q1 2018, down 28% quarter-over-quarter.
  • 6 funds opened new Direxion Daily Semiconductor Bull 3X ETF positions in Q1 2018 and 7 closed out, a net change of -1 holder.
  • The largest Direxion Daily Semiconductor Bull 3X ETF buyer in Q1 2018 was Hellman Jordan Management Company, an estimated $4.16M added.
  • The largest Direxion Daily Semiconductor Bull 3X ETF seller in Q1 2018 was Susquehanna International Group, an estimated $7.89M sold.

Based on aggregated 13F filings for Q1 2018.