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Direxion Daily S&P 500 Bull 3x ETF

74 hedge funds and large institutions have $73.1M invested in Direxion Daily S&P 500 Bull 3x ETF in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more call options, than puts

Call options by funds: $146M | Put options by funds: $145M

2.43% less ownership

Funds ownership: 7.06%4.63% (-2.4%)

5% less funds holding

Funds holding: 7874 (-4)

11% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 27

32% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 19

39% less capital invested

Capital invested by funds: $120M → $73.1M (-$47M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
74
Holders Change
-4
Holders Change %
-5.13%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
24
Increased
13
Reduced
19
Closed
27
Calls
$146M
Puts
$145M
Net Calls
+$899K
Net Calls Change
-$160M
Name Holding Trade Value Shares
Change
Change in
Stake
IBOK
51
Independence Bank of Kentucky
Kentucky
$187K -$7.85K -100 -4%
SIS
52
Sound Income Strategies
Florida
$166K
JP Morgan Chase
53
JP Morgan Chase
New York
$90K +$2.98K +38 +4%
NICM
54
Neo Ivy Capital Management
New York
$89K
NWM
55
Navigation Wealth Management
Colorado
$77K +$71K +905 New
AWA
56
Arkadios Wealth Advisors
Georgia
$63K +$58.9K +750 New
JFGIW
57
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$49K +$45.1K +574 New
CAL
58
Capital Analysts LLC
Pennsylvania
$43K +$39.3K +501 New
CWA
59
Clearview Wealth Advisors
Oregon
$41K
HNB
60
Huntington National Bank
Ohio
$37K
Bank of America
61
Bank of America
North Carolina
$35K
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$33K -$57.8K -737 -66%
PA
63
Parallel Advisors
California
$11K
WWMSC
64
Wagner Wealth Management (South Carolina)
South Carolina
$11K +$10.6K +135 New
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$9K
FDCDDQ
66
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.49K
MS
67
Mizuho Securities
Japan
$8K +$5.02K +64 +237%
APA
68
American Portfolios Advisors
New York
$7.64K
CC
69
Cypress Capital
Tennessee
$4K
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$3K +$3.06K +39 New
ADL
71
Asset Dedication LLC
California
$1K
PFA
72
Professional Financial Advisors
Nebraska
$1K
IMC Chicago
73
IMC Chicago
Illinois
-$10.2M -141,784 Closed
LSA
74
Lion Street Advisors
Texas
-$2.87M -59,521 Closed
VF
75
Virtu Financial
New York
-$2.32M -32,090 Closed

SPXL Hedge Fund Activity: Q1 2021 in Review

74 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Direxion Daily S&P 500 Bull 3x ETF (SPXL) for Q1 2021, worth a combined $73.1M — down 39% from $120M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of SPXL and 24 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 13 added.

The largest buyer was Simplex Trading, adding an estimated $4.43M. The largest seller was Susquehanna International Group, cutting an estimated $23.9M.

  • 74 institutional investors held Direxion Daily S&P 500 Bull 3x ETF (SPXL) as of Q1 2021, down from 78 in Q4 2020.
  • Funds reported $73.1M of Direxion Daily S&P 500 Bull 3x ETF stock for Q1 2021, down 39% quarter-over-quarter.
  • 24 funds opened new Direxion Daily S&P 500 Bull 3x ETF positions in Q1 2021 and 27 closed out, a net change of -3 holders.
  • The largest Direxion Daily S&P 500 Bull 3x ETF buyer in Q1 2021 was Simplex Trading, an estimated $4.43M added.
  • The largest Direxion Daily S&P 500 Bull 3x ETF seller in Q1 2021 was Susquehanna International Group, an estimated $23.9M sold.

Based on aggregated 13F filings for Q1 2021.