We are live on ! Find out more
TMV icon

Direxion Daily 20+ Year Treasury Bear 3X ETF

24 hedge funds and large institutions have $17.7M invested in Direxion Daily 20+ Year Treasury Bear 3X ETF in 2017 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

4% more funds holding

Funds holding: 2324 (+1)

0.04% more ownership

Funds ownership: 2%2.04% (+0.04%)

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

3% less capital invested

Capital invested by funds: $18.2M → $17.7M (-$535K)

23% less call options, than puts

Call options by funds: $9.35M | Put options by funds: $12.2M

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
3
Reduced
3
Closed
7
Calls
$9.35M
Puts
$12.2M
Net Calls
-$2.85M
Net Calls Change
-$3.97M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
1
Almanack Investment Partners
Pennsylvania
$4.69M +$4.93M +106,415 New
VF
2
Virtu Financial
New York
$2.73M +$1.64M +35,411 +134%
Morgan Stanley
3
Morgan Stanley
New York
$2.69M +$1.11M +24,000 +65%
Jane Street
4
Jane Street
New York
$2.47M -$1.81M -39,047 -41%
Citigroup
5
Citigroup
New York
$2.22M +$2.33M +50,297 New
SG Americas Securities
6
SG Americas Securities
New York
$1.36M
OC
7
Oppenheimer & Co
New York
$882K
ED
8
Exane Derivatives
France
$120K -$694 -15 -0.5%
Parallax Volatility Advisers
9
Parallax Volatility Advisers
California
$113K +$119K +2,560 New
LFA
10
Legacy Financial Advisors
Kentucky
$84K +$88.9K +1,920 New
UBS Group
11
UBS Group
Switzerland
$79K +$73.3K +1,584 +792%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$68K
AWM
13
Avior Wealth Management
Nebraska
$67K
EDRH
14
Edmond de Rothschild Holding
Switzerland
$35K +$37K +800 New
US Bancorp
15
US Bancorp
Minnesota
$20K
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$19K
WAM
17
Wealthspire Advisors (Maryland)
Maryland
$13K
CG
18
Cutler Group
California
$10K -$4.17K -90 -27%
VNA
19
Valley National Advisers
Pennsylvania
$8K
SIS
20
Sound Income Strategies
Florida
$7K +$5.93K +128 New
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$4K
SWP
22
Strategic Wealth Partners
Ohio
$4K +$3.33K +72 New
FWM
23
Focused Wealth Management
New York
$2K
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
-$3.83M -80,000 Closed
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
-$1.92M -41,480 Closed

TMV Hedge Fund Activity: Q4 2017 in Review

24 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Direxion Daily 20+ Year Treasury Bear 3X ETF (TMV) for Q4 2017, worth a combined $17.7M — down 2.9% from $18.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new TMV positions and 7 closed out — a net gain of 1 holder — while 3 added to existing stakes and 3 trimmed.

The largest buyer was Almanack Investment Partners, opening a new position worth an estimated $4.93M. The largest seller was Bank of Montreal, exiting entirely with an estimated $3.83M sold.

  • 24 institutional investors held Direxion Daily 20+ Year Treasury Bear 3X ETF (TMV) as of Q4 2017, up from 23 in Q3 2017.
  • Funds reported $17.7M of Direxion Daily 20+ Year Treasury Bear 3X ETF stock for Q4 2017, down 2.9% quarter-over-quarter.
  • 8 funds opened new Direxion Daily 20+ Year Treasury Bear 3X ETF positions in Q4 2017 and 7 closed out, a net change of +1 holder.
  • The largest Direxion Daily 20+ Year Treasury Bear 3X ETF buyer in Q4 2017 was Almanack Investment Partners, an estimated $4.93M added.
  • The largest Direxion Daily 20+ Year Treasury Bear 3X ETF seller in Q4 2017 was Bank of Montreal, an estimated $3.83M sold.

Based on aggregated 13F filings for Q4 2017.