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Direxion Daily 20+ Year Treasury Bear 3X ETF

32 hedge funds and large institutions have $18.8M invested in Direxion Daily 20+ Year Treasury Bear 3X ETF in 2015 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.35% less ownership

Funds ownership: 3.25%1.9% (-1.3%)

9% less funds holding

Funds holding: 3532 (-3)

28% less call options, than puts

Call options by funds: $11M | Put options by funds: $15.3M

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

46% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 13

55% less capital invested

Capital invested by funds: $42M → $18.8M (-$23.1M)

Holders
32
Holders Change
-3
Holders Change %
-8.57%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
13
Closed
7
Calls
$11M
Puts
$15.3M
Net Calls
-$4.24M
Net Calls Change
+$15.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.42M -$553K -8,000 -18%
UAS
2
United Asset Strategies
New York
$2.39M -$1.15M -16,674 -34%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.15M +$156K +2,252 +8%
SG Americas Securities
4
SG Americas Securities
New York
$2.06M
CA
5
Commerzbank Aktiengesellschaft
Germany
$1.73M -$111K -1,610 -6%
Jane Street
6
Jane Street
New York
$1.29M -$720K -10,403 -35%
Morgan Stanley
7
Morgan Stanley
New York
$1.21M -$1.18M -17,071 -48%
SFFS
8
Stonehage Fleming Financial Services
Jersey
$1M +$1.04M +15,036 New
BNP Paribas Financial Markets
9
BNP Paribas Financial Markets
France
$828K +$858K +12,400 New
UCFA
10
United Capital Financial Advisors
Texas
$660K +$435K +6,283 +229%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$612K +$433K +6,252 +214%
ABC
12
Associated Banc-Corp
Wisconsin
$534K
TFCP
13
Twin Focus Capital Partners
Massachusetts
$355K
Creative Planning
14
Creative Planning
Kansas
$347K -$55.3K -800 -13%
ED
15
Exane Derivatives
France
$315K +$30.4K +439 +10%
BHA
16
Beech Hill Advisors
New York
$273K
Barclays
17
Barclays
United Kingdom
$265K +$282K +4,071 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$103K -$3.44M -49,701 -97%
OAM
19
Orinda Asset Management
California
$93K -$706K -10,200 -88%
VNA
20
Valley National Advisers
Pennsylvania
$39K +$18.3K +264 +82%
US Bancorp
21
US Bancorp
Minnesota
$31K
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$29K
Credit Agricole
23
Credit Agricole
France
$20K
UBS Group
24
UBS Group
Switzerland
$11K -$223K -3,219 -95%
Citadel Advisors
25
Citadel Advisors
Florida
$9K -$106K -1,539 -92%

TMV Hedge Fund Activity: Q1 2015 in Review

32 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Direxion Daily 20+ Year Treasury Bear 3X ETF (TMV) for Q1 2015, worth a combined $18.8M — down 55% from $42M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of TMV and 4 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 7 added.

The largest buyer was Stonehage Fleming Financial Services, opening a new position worth an estimated $1.04M. The largest seller was Virtu Financial, exiting entirely with an estimated $3.89M sold.

  • 32 institutional investors held Direxion Daily 20+ Year Treasury Bear 3X ETF (TMV) as of Q1 2015, down from 35 in Q4 2014.
  • Funds reported $18.8M of Direxion Daily 20+ Year Treasury Bear 3X ETF stock for Q1 2015, down 55% quarter-over-quarter.
  • 4 funds opened new Direxion Daily 20+ Year Treasury Bear 3X ETF positions in Q1 2015 and 7 closed out, a net change of -3 holders.
  • The largest Direxion Daily 20+ Year Treasury Bear 3X ETF buyer in Q1 2015 was Stonehage Fleming Financial Services, an estimated $1.04M added.
  • The largest Direxion Daily 20+ Year Treasury Bear 3X ETF seller in Q1 2015 was Virtu Financial, an estimated $3.89M sold.

Based on aggregated 13F filings for Q1 2015.