Who Owns Direxion Daily Energy Bull 2X ETF (ERX)?Hedge Fund & Institutional Holders
Institutional Holders
44
as of Q4 2025
Total Institutional Value
$4.00000020000002e+124T
% of Float Held
—
QoQ Change in Holders
+10 / -1
Price History
ERX — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| SBI Securities Co., Ltd. | New Position | +1K | +$79.0M |
| UBS Group AG | New Position | +898 | +$49.0M |
| Root Financial Partners, LLC | New Position | +405 | +$22.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Increased | +112K | +$8.3M |
| Signature Resources Capital Management, LLC | New Position | +132 | +$7.0M |
| ENVESTNET ASSET MANAGEMENT INC | New Position | +107K | +$5.0M |
| Spire Wealth Management | New Position | +35 | +$1.0M |
| Farther Finance Advisors, LLC | Increased | +11 | +$317K |
| CWM, LLC | New Position | +57 | +$3K |
| NATIXIS | New Position | +4K | +$0 |
| HRT FINANCIAL LP | New Position | +6K | +$0 |
| SIMPLEX TRADING, LLC | Increased | +14K | +$0 |
| NewEdge Advisors, LLC | New Position | +4K | +$0 |
| X-Square Capital, LLC | Increased | +18 | +$-298K |
| Atria Investments, Inc | Increased | +1K | +$-334.4M |
ERX — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| GTS SECURITIES LLC | Decreased | -84K | -$5.7B |
| CITADEL ADVISORS LLC | Decreased | -17K | -$1.6B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Decreased | -6K | -$894.9M |
| Tower Research Capital LLC (TRC) | Decreased | -9K | -$531.8M |
| RENAISSANCE TECHNOLOGIES LLC | Decreased | -3K | -$422.8M |
| Qube Research & Technologies Ltd | Decreased | -3K | -$178.0M |
| JPMORGAN CHASE & CO | Decreased | -50 | -$43.0M |
| ROYAL BANK OF CANADA | Closed Position | -104 | -$6.0M |
| TRUE Private Wealth Advisors | Decreased | -42 | -$8K |
| MORGAN STANLEY | Decreased | -19 | -$1K |
Top Institutional Holders(Q4 2025)
ERX Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 36 | $3.2B | +9 |
| Q3 2025 | 27 | $15.3B | -4 |
| Q2 2025 | 31 | $15.4B | -6 |
| Q1 2025 | 37 | $36.9B | +1 |
| Q4 2024 | 36 | $16.6B | +6 |
| Q3 2024 | 30 | $4.5T | +0 |
| Q2 2024 | 30 | $1.3T | -2 |
| Q1 2024 | 32 | $20.7T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 44 institutional investors hold ERX (Direxion Daily Energy Bull 2X ETF). The largest holder is CITADEL ADVISORS LLC with $4.0B in shares. This quarter, 10 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own ERX?
As of Q4 2025, 44 institutional investors report holding ERX (Direxion Daily Energy Bull 2X ETF) in their 13F filings.
Who is the largest institutional holder of ERX?
The largest institutional holder of ERX is CITADEL ADVISORS LLC with $4.0B in shares.
Is institutional ownership of ERX increasing or decreasing?
This quarter, 10 institutions opened new positions in ERX and 1 closed their positions.