CEFL
ETRACS Monthly Pay 2xLeveraged Closed-End Fund ETN
CEFL
CEFL
Delisted
CEFL was delisted on the 26th of March, 2020.
7 hedge funds and large institutions have $1.66M invested in ETRACS Monthly Pay 2xLeveraged Closed-End Fund ETN in 2014 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
7
Holders Change
+2
Holders Change %
+40%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
2
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
AWA
1
Arete Wealth Advisors
Chicago,
Illinois
|
$706K |
| 2 |
2
Creative Planning
Overland Park,
Kansas
|
$121K |
| 3 |
BRWM
3
B. Riley Wealth Management
Memphis,
Tennessee
|
$9K |
| 4 |
4
Citigroup
New York
|
$1K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
AWA
1
Arete Wealth Advisors
Chicago,
Illinois
| $706K | +$281K | +12,025 | +66% |
|
|
SPC
2
Sigma Planning Corp
Ann Arbor,
Michigan
| $620K | +$620K | +26,552 | New |
|
3
UBS Group
Zurich,
Switzerland
| $201K | +$201K | +8,606 | New |
|
|
4
Creative Planning
Overland Park,
Kansas
| $121K | +$27.9K | +1,200 | +30% |
|
|
BRWM
5
B. Riley Wealth Management
Memphis,
Tennessee
| $9K | +$9K | +400 | New |
|
|
6
Citigroup
New York
| $1K | +$1K | +61 | New |
|
|
CFA
7
Carroll Financial Associates
Charlotte,
North Carolina
| – | -$351K | -13,600 | Closed |
|
|
TRCT
8
Tower Research Capital (TRC)
New York
| – | -$1K | -34 | Closed |
|