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Direxion Daily 20+ Year Treasury Bear 3X ETF

25 hedge funds and large institutions have $16.3M invested in Direxion Daily 20+ Year Treasury Bear 3X ETF in 2016 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.44% less ownership

Funds ownership: 2.4%1.96% (-0.44%)

3% less call options, than puts

Call options by funds: $13.5M | Put options by funds: $13.9M

19% less funds holding

Funds holding: 3125 (-6)

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

47% less capital invested

Capital invested by funds: $30.8M → $16.3M (-$14.5M)

67% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 9

Holders
25
Holders Change
-6
Holders Change %
-19.35%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
9
Closed
9
Calls
$13.5M
Puts
$13.9M
Net Calls
-$475K
Net Calls Change
+$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.96M -$3.06M -53,479 -42%
HK
2
Horizon Kinetics
New York
$3.5M
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2M +$80K +1,398 +4%
SG Americas Securities
4
SG Americas Securities
New York
$1.82M +$75K +1,310 +4%
Jane Street
5
Jane Street
New York
$1.42M +$314K +5,489 +26%
BNP Paribas Financial Markets
6
BNP Paribas Financial Markets
France
$927K -$1M -17,527 -50%
HCM
7
Heathbridge Capital Management
Ontario, Canada
$335K +$279K +4,880 New
ABC
8
Associated Banc-Corp
Wisconsin
$317K
ED
9
Exane Derivatives
France
$267K
Citadel Advisors
10
Citadel Advisors
Florida
$256K +$185K +3,225 +199%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$243K -$491K -8,589 -65%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$237K -$989K -17,285 -79%
HighTower Advisors
13
HighTower Advisors
Illinois
$226K -$3.21K -56 -1%
Simplex Trading
14
Simplex Trading
Illinois
$224K +$199K +3,469 +447%
CG
15
Cutler Group
California
$129K -$252K -4,398 -64%
UBS Group
16
UBS Group
Switzerland
$113K -$358K -6,263 -75%
Barclays
17
Barclays
United Kingdom
$107K -$554K -9,680 -83%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$68K +$34.3K +600 +86%
PFO
19
Pathstone Family Office
New Jersey
$26K +$28.5K +498 New
US Bancorp
20
US Bancorp
Minnesota
$24K
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$23K
Creative Planning
22
Creative Planning
Kansas
$21K -$3.66K -64 -14%
VNA
23
Valley National Advisers
Pennsylvania
$15K
FWM
24
Focused Wealth Management
New York
$2K +$2.29K +40 New
UCFA
25
United Capital Financial Advisors
Texas
-$1.02M -14,578 Closed

TMV Hedge Fund Activity: Q1 2016 in Review

25 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 2016, worth a combined $16.3M — down 47% from $30.8M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of TMV and 3 opened new positions — a net loss of 6 holders — while 9 trimmed existing stakes and 6 added.

The largest buyer was Jane Street, adding an estimated $314K. The largest seller was Morgan Stanley, cutting an estimated $3.06M.

  • 25 institutional investors held Direxion Daily 20+ Year Treasury Bear 3X ETF (TMV) as of Q1 2016, down from 31 in Q4 2015.
  • Funds reported $16.3M of Direxion Daily 20+ Year Treasury Bear 3X ETF stock for Q1 2016, down 47% quarter-over-quarter.
  • 3 funds opened new Direxion Daily 20+ Year Treasury Bear 3X ETF positions in Q1 2016 and 9 closed out, a net change of -6 holders.
  • The largest Direxion Daily 20+ Year Treasury Bear 3X ETF buyer in Q1 2016 was Jane Street, an estimated $314K added.
  • The largest Direxion Daily 20+ Year Treasury Bear 3X ETF seller in Q1 2016 was Morgan Stanley, an estimated $3.06M sold.

Based on aggregated 13F filings for Q1 2016.