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Direxion Daily S&P 500 Bull 3x ETF

91 hedge funds and large institutions have $448M invested in Direxion Daily S&P 500 Bull 3x ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more call options, than puts

Call options by funds: $146M | Put options by funds: $63.5M

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

5% more capital invested

Capital invested by funds: $425M → $448M (+$22.9M)

8% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 24

1% less funds holding

Funds holding: 9291 (-1)

1.93% less ownership

Funds ownership: 16.8%14.87% (-1.9%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
91
Holders Change
-1
Holders Change %
-1.09%
% of All Funds
1.45%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
19
Increased
26
Reduced
24
Closed
15
Calls
$146M
Puts
$63.5M
Net Calls
+$82.3M
Net Calls Change
+$42.6M
Name Holding Trade Value Shares
Change
Change in
Stake
ETIA
51
Epic Trust Investment Advisors
Washington
$242K +$229K +3,312 New
CIBC Private Wealth Group
52
CIBC Private Wealth Group
Georgia
$220K +$208K +3,013 New
CHAM
53
Clear Harbor Asset Management
Connecticut
$220K +$207K +3,000 New
SWP
54
Stratos Wealth Partners
Ohio
$219K +$207K +2,999 New
CW
55
CreativeOne Wealth
Kansas
$216K +$204K +2,955 New
IBOK
56
Independence Bank of Kentucky
Kentucky
$134K
SHIM
57
Stone House Investment Management
Pennsylvania
$88.3K +$83.4K +1,207 New
Qube Research & Technologies (QRT)
58
Qube Research & Technologies (QRT)
United Kingdom
$86.2K -$648K -9,380 -89%
SIS
59
Sound Income Strategies
Florida
$84.3K
Osaic Holdings
60
Osaic Holdings
Arizona
$82.6K -$140K -2,022 -64%
CG
61
Cutler Group
California
$75K -$3.1M -44,942 -98%
PCA
62
Providence Capital Advisors
North Carolina
$73.2K
FDCDDQ
63
Federation des caisses Desjardins du Quebec
Quebec, Canada
$64.5K -$691 -10 -1%
JFGIW
64
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$61.8K
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$41K +$5.18K +75 +16%
National Bank of Canada
66
National Bank of Canada
Quebec, Canada
$40.3K
William Blair & Company
67
William Blair & Company
Illinois
$37.2K -$691 -10 -2%
HNB
68
Huntington National Bank
Ohio
$32.2K
Bank of America
69
Bank of America
North Carolina
$30.1K -$300K -4,348 -91%
Barclays
70
Barclays
United Kingdom
$22K
IA
71
IFP Advisors
Florida
$15.5K -$7.53K -109 -40%
ASN
72
Advisory Services Network
Georgia
$11K -$3.11K -45 -23%
BWA
73
BDO Wealth Advisors
Florida
$11K
PFA
74
Pathway Financial Advisers
Indiana
$9.81K
PA
75
Parallel Advisors
California
$9.11K

SPXL Hedge Fund Activity: Q1 2023 in Review

91 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Direxion Daily S&P 500 Bull 3x ETF (SPXL) for Q1 2023, worth a combined $448M — up 5.4% from $425M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SPXL positions and 15 closed out — a net gain of 4 holders — while 26 added to existing stakes and 24 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $25.9M. The largest seller was Goldman Sachs, cutting an estimated $69.8M.

  • 91 institutional investors held Direxion Daily S&P 500 Bull 3x ETF (SPXL) as of Q1 2023, down from 92 in Q4 2022.
  • Funds reported $448M of Direxion Daily S&P 500 Bull 3x ETF stock for Q1 2023, up 5.4% quarter-over-quarter.
  • 19 funds opened new Direxion Daily S&P 500 Bull 3x ETF positions in Q1 2023 and 15 closed out, a net change of +4 holders.
  • The largest Direxion Daily S&P 500 Bull 3x ETF buyer in Q1 2023 was Citadel Advisors, an estimated $25.9M added.
  • The largest Direxion Daily S&P 500 Bull 3x ETF seller in Q1 2023 was Goldman Sachs, an estimated $69.8M sold.

Based on aggregated 13F filings for Q1 2023.