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Direxion Daily S&P 500 Bull 3x ETF

95 hedge funds and large institutions have $475M invested in Direxion Daily S&P 500 Bull 3x ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $97.4M | Put options by funds: $61.5M

23% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 22

6% more capital invested

Capital invested by funds: $448M → $475M (+$27.5M)

4% more funds holding

Funds holding: 9195 (+4)

9% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 23

2.4% less ownership

Funds ownership: 14.87%12.47% (-2.4%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
95
Holders Change
+4
Holders Change %
+4.4%
% of All Funds
1.49%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
27
Increased
25
Reduced
23
Closed
22
Calls
$97.4M
Puts
$61.5M
Net Calls
+$35.9M
Net Calls Change
-$46.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CAS
76
Coppell Advisory Solutions
Texas
$28.3K +$25K +322 New
Barclays
77
Barclays
United Kingdom
$27K
LFG
78
Larson Financial Group
Missouri
$19K +$14.4K +186 +715%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$19K -$26.5K -342 -62%
FDCDDQ
80
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19K -$51.9K -670 -76%
UBS Group
81
UBS Group
Switzerland
$17.7K -$1.05M -13,537 -99%
BWA
82
BDO Wealth Advisors
Florida
$13.5K
BC
83
Barrett & Company
Rhode Island
$10.9K
BCMLT
84
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.9K +$8.53K +110 New
WWP
85
WR Wealth Planners
Missouri
$8.45K
PFBT
86
Parkside Financial Bank & Trust
Missouri
$7.47K -$930 -12 -13%
TF
87
TimeScale Financial
Massachusetts
$7.2K
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$7K
Daiwa Securities Group
89
Daiwa Securities Group
Japan
$7K
S
90
SignatureFD
Georgia
$6.15K +$5.27K +68 New
HCM
91
Hollencrest Capital Management
California
$4.5K
NA
92
NewEdge Advisors
Louisiana
$900
VWM
93
Venturi Wealth Management
Texas
$900 +$775 +10 New
SIC
94
SJS Investment Consulting
Ohio
$810
CSWM
95
Cassady Schiller Wealth Management
Ohio
$540
Wells Fargo
96
Wells Fargo
California
$119
BWL
97
Bogart Wealth LLC
Virginia
$90
TCM
98
Tradewinds Capital Management
Washington
$12
PA
99
Paragon Advisors
Texas
-$16.9M -231,260 Closed
IMC Chicago
100
IMC Chicago
Illinois
-$11.6M -158,317 Closed

SPXL Hedge Fund Activity: Q2 2023 in Review

95 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Direxion Daily S&P 500 Bull 3x ETF (SPXL) for Q2 2023, worth a combined $475M — up 6.1% from $448M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SPXL positions and 22 closed out — a net gain of 5 holders — while 25 added to existing stakes and 23 trimmed.

The largest buyer was Howard Capital Management, opening a new position worth an estimated $17.5M. The largest seller was PPSC Investment Service, cutting an estimated $24.4M.

  • 95 institutional investors held Direxion Daily S&P 500 Bull 3x ETF (SPXL) as of Q2 2023, up from 91 in Q1 2023.
  • Funds reported $475M of Direxion Daily S&P 500 Bull 3x ETF stock for Q2 2023, up 6.1% quarter-over-quarter.
  • 27 funds opened new Direxion Daily S&P 500 Bull 3x ETF positions in Q2 2023 and 22 closed out, a net change of +5 holders.
  • The largest Direxion Daily S&P 500 Bull 3x ETF buyer in Q2 2023 was Howard Capital Management, an estimated $17.5M added.
  • The largest Direxion Daily S&P 500 Bull 3x ETF seller in Q2 2023 was PPSC Investment Service, an estimated $24.4M sold.

Based on aggregated 13F filings for Q2 2023.