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Direxion Daily Semiconductor Bull 3X ETF

29 hedge funds and large institutions have $34.9M invested in Direxion Daily Semiconductor Bull 3X ETF in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

38% more call options, than puts

Call options by funds: $282M | Put options by funds: $204M

23% more capital invested

Capital invested by funds: $28.5M → $34.9M (+$6.43M)

21% more funds holding

Funds holding: 2429 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.81% less ownership

Funds ownership: 70.73%66.91% (-3.8%)

36% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 11

Holders
29
Holders Change
+5
Holders Change %
+20.83%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
7
Reduced
11
Closed
4
Calls
$282M
Puts
$204M
Net Calls
+$77.5M
Net Calls Change
+$37.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$6.14M +$4.55M +314,190 +1,486%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$5.35M -$6.68M -461,535 -61%
Jane Street
3
Jane Street
New York
$5.06M +$2.73M +189,015 +216%
Citadel Advisors
4
Citadel Advisors
Florida
$3.01M -$3.06M -211,290 -56%
HJMC
5
Hellman Jordan Management Company
Massachusetts
$2.75M -$6.51M -450,000 -75%
Creative Planning
6
Creative Planning
Kansas
$2.3M -$742K -51,315 -29%
TFA
7
Toth Financial Advisory
Virginia
$1.9M +$724K +50,025 +93%
Simplex Trading
8
Simplex Trading
Illinois
$1.7M +$79.4K +5,490 +6%
JP Morgan Chase
9
JP Morgan Chase
New York
$1.23M -$3.47K -240 -0.4%
CG
10
Cutler Group
California
$1.09M +$62.1K +4,290 +8%
SPM
11
Symmetry Peak Management
Pennsylvania
$907K +$716K +49,500 New
APW
12
Aurora Private Wealth
New Jersey
$831K +$656K +45,345 New
MWM
13
Meridian Wealth Management
Kentucky
$506K +$131K +9,060 +49%
CAL
14
Capital Analysts LLC
Pennsylvania
$495K -$43.4K -3,000 -10%
CA
15
Cetera Advisors
Colorado
$289K +$228K +15,750 New
UBS Group
16
UBS Group
Switzerland
$281K +$11.1K +765 +5%
SFS
17
Sowell Financial Services
Arkansas
$235K -$1.3K -90 -0.7%
PWAG
18
Polaris Wealth Advisory Group
California
$205K +$150K +10,365 New
Deutsche Bank
19
Deutsche Bank
Germany
$185K +$147K +10,140 New
William Blair & Company
20
William Blair & Company
Illinois
$137K
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$82K +$65.1K +4,500 New
WCG
22
Weaver Consulting Group
California
$70K
JPLA
23
Joseph P. Lucia & Associates
New York
$44K -$19.7K -1,365 -36%
ASN
24
Advisory Services Network
Georgia
$31K -$9.55K -660 -28%
SL
25
Savior LLC
Massachusetts
$30K +$23.4K +1,620 New

SOXL Hedge Fund Activity: Q4 2019 in Review

29 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Direxion Daily Semiconductor Bull 3X ETF (SOXL) for Q4 2019, worth a combined $34.9M — up 23% from $28.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SOXL positions and 4 closed out — a net gain of 5 holders — while 7 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.55M. The largest seller was Susquehanna International Group, cutting an estimated $6.68M.

  • 29 institutional investors held Direxion Daily Semiconductor Bull 3X ETF (SOXL) as of Q4 2019, up from 24 in Q3 2019.
  • Funds reported $34.9M of Direxion Daily Semiconductor Bull 3X ETF stock for Q4 2019, up 23% quarter-over-quarter.
  • 9 funds opened new Direxion Daily Semiconductor Bull 3X ETF positions in Q4 2019 and 4 closed out, a net change of +5 holders.
  • The largest Direxion Daily Semiconductor Bull 3X ETF buyer in Q4 2019 was Morgan Stanley, an estimated $4.55M added.
  • The largest Direxion Daily Semiconductor Bull 3X ETF seller in Q4 2019 was Susquehanna International Group, an estimated $6.68M sold.

Based on aggregated 13F filings for Q4 2019.