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Direxion Daily S&P 500 Bull 3x ETF

52 hedge funds and large institutions have $82.3M invested in Direxion Daily S&P 500 Bull 3x ETF in 2019 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 8 increasing their positions, 17 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less capital invested

Capital invested by funds: $82.7M → $82.3M (-$418K)

0.82% less ownership

Funds ownership: 9.04%8.22% (-0.82%)

9% less funds holding

Funds holding: 5752 (-5)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

53% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 17

69% less call options, than puts

Call options by funds: $65.4M | Put options by funds: $214M

Holders
52
Holders Change
-5
Holders Change %
-8.77%
% of All Funds
1.13%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
13
Increased
8
Reduced
17
Closed
18
Calls
$65.4M
Puts
$214M
Net Calls
-$148M
Net Calls Change
-$86.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
26
CIBC Private Wealth Group
Georgia
$236K +$210K +5,038 New
Wolverine Trading
27
Wolverine Trading
Illinois
$226K +$202K +4,840 New
PFG
28
Piershale Financial Group
Illinois
$208K +$185K +4,440 New
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$187K -$139K -3,325 -45%
OIA
30
OneDigital Investment Advisors
Kansas
$175K -$80.8K -1,937 -34%
WCM
31
Whitener Capital Management
North Carolina
$171K -$24K -575 -14%
UBS Group
32
UBS Group
Switzerland
$136K -$31.1K -746 -20%
SIS
33
Sound Income Strategies
Florida
$133K
PCG
34
Private Capital Group
Connecticut
$104K
Bank of America
35
Bank of America
North Carolina
$102K +$73.4K +1,760 +427%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$85K
AG
37
Advisor Group
Arizona
$72K -$55.4K -1,329 -46%
FDCDDQ
38
Federation des caisses Desjardins du Quebec
Quebec, Canada
$58.9K -$213K -5,096 -80%
RCAG
39
Rehmann Capital Advisory Group
Michigan
$56.4K +$50.3K +1,206 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$42K
Morgan Stanley
41
Morgan Stanley
New York
$28K -$350K -8,398 -93%
VFA
42
Valeo Financial Advisors
Indiana
$28K -$83 -2 -0.3%
RFA
43
Reilly Financial Advisors
California
$19K
JP Morgan Chase
44
JP Morgan Chase
New York
$16K -$152K -3,650 -91%
IBOK
45
Independence Bank of Kentucky
Kentucky
$15K +$4.17K +100 +44%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$9K +$3.63K +87 New
AC
47
Avestar Capital
New York
$7K
William Blair & Company
48
William Blair & Company
Illinois
$7K
KL
49
KWMG LLC
Kansas
$5K
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$5K

SPXL Hedge Fund Activity: Q1 2019 in Review

52 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Direxion Daily S&P 500 Bull 3x ETF (SPXL) for Q1 2019, worth a combined $82.3M — down 0.51% from $82.7M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of SPXL and 13 opened new positions — a net loss of 5 holders — while 17 trimmed existing stakes and 8 added.

The largest buyer was Citadel Advisors, adding an estimated $6.6M. The largest seller was Susquehanna International Group, cutting an estimated $9.92M.

  • 52 institutional investors held Direxion Daily S&P 500 Bull 3x ETF (SPXL) as of Q1 2019, down from 57 in Q4 2018.
  • Funds reported $82.3M of Direxion Daily S&P 500 Bull 3x ETF stock for Q1 2019, down 0.51% quarter-over-quarter.
  • 13 funds opened new Direxion Daily S&P 500 Bull 3x ETF positions in Q1 2019 and 18 closed out, a net change of -5 holders.
  • The largest Direxion Daily S&P 500 Bull 3x ETF buyer in Q1 2019 was Citadel Advisors, an estimated $6.6M added.
  • The largest Direxion Daily S&P 500 Bull 3x ETF seller in Q1 2019 was Susquehanna International Group, an estimated $9.92M sold.

Based on aggregated 13F filings for Q1 2019.