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Direxion Daily 20+ Year Treasury Bear 3X ETF

31 hedge funds and large institutions have $30.8M invested in Direxion Daily 20+ Year Treasury Bear 3X ETF in 2015 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 9

0.34% less ownership

Funds ownership: 2.74%2.4% (-0.34%)

14% less funds holding

Funds holding: 3631 (-5)

17% less capital invested

Capital invested by funds: $37.1M → $30.8M (-$6.33M)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

53% less call options, than puts

Call options by funds: $12M | Put options by funds: $25.6M

Holders
31
Holders Change
-5
Holders Change %
-13.89%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
13
Reduced
9
Closed
8
Calls
$12M
Puts
$25.6M
Net Calls
-$13.6M
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$8.98M +$5.67M +81,168 +172%
HK
2
Horizon Kinetics
New York
$4.63M +$4.62M +66,140 New
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.54M +$102K +1,456 +4%
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$2.45M +$1.22M +17,527 +100%
SG Americas Securities
5
SG Americas Securities
New York
$2.31M +$2.17K +31 +0.1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.52M +$168K +2,401 +12%
Jane Street
7
Jane Street
New York
$1.5M -$5.41M -77,479 -78%
UCFA
8
United Capital Financial Advisors
Texas
$1.02M +$12.6K +181 +1%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.02M +$38.2K +547 +4%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$923K +$169K +2,415 +22%
Barclays
11
Barclays
United Kingdom
$791K -$451K -6,449 -35%
UBS Group
12
UBS Group
Switzerland
$587K +$492K +7,036 +517%
CG
13
Cutler Group
California
$478K +$478K +6,842 New
ABC
14
Associated Banc-Corp
Wisconsin
$420K -$140K -2,000 -25%
TFCP
15
Twin Focus Capital Partners
Massachusetts
$372K
ED
16
Exane Derivatives
France
$353K +$35.5K +508 +11%
HighTower Advisors
17
HighTower Advisors
Illinois
$305K -$279 -4 -0.1%
BHA
18
Beech Hill Advisors
New York
$214K -$162K -2,322 -43%
Citadel Advisors
19
Citadel Advisors
Florida
$114K +$91.1K +1,304 +408%
Simplex Trading
20
Simplex Trading
Illinois
$54K -$161K -2,308 -75%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$49K
US Bancorp
22
US Bancorp
Minnesota
$32K
Creative Planning
23
Creative Planning
Kansas
$32K +$4.47K +64 +16%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$31K
Credit Agricole
25
Credit Agricole
France
$21K

TMV Hedge Fund Activity: Q4 2015 in Review

31 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Direxion Daily 20+ Year Treasury Bear 3X ETF (TMV) for Q4 2015, worth a combined $30.8M — down 17% from $37.1M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of TMV and 4 opened new positions — a net loss of 4 holders — while 9 trimmed existing stakes and 13 added.

The largest buyer was Morgan Stanley, adding an estimated $5.67M. The largest seller was Nan Shan Life Insurance, exiting entirely with an estimated $11M sold.

  • 31 institutional investors held Direxion Daily 20+ Year Treasury Bear 3X ETF (TMV) as of Q4 2015, down from 36 in Q3 2015.
  • Funds reported $30.8M of Direxion Daily 20+ Year Treasury Bear 3X ETF stock for Q4 2015, down 17% quarter-over-quarter.
  • 4 funds opened new Direxion Daily 20+ Year Treasury Bear 3X ETF positions in Q4 2015 and 8 closed out, a net change of -4 holders.
  • The largest Direxion Daily 20+ Year Treasury Bear 3X ETF buyer in Q4 2015 was Morgan Stanley, an estimated $5.67M added.
  • The largest Direxion Daily 20+ Year Treasury Bear 3X ETF seller in Q4 2015 was Nan Shan Life Insurance, an estimated $11M sold.

Based on aggregated 13F filings for Q4 2015.