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CEFL

ETRACS Monthly Pay 2xLeveraged Closed-End Fund ETN

Delisted

CEFL was delisted on the 26th of March, 2020.

16 hedge funds and large institutions have $6.49M invested in ETRACS Monthly Pay 2xLeveraged Closed-End Fund ETN in 2015 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

33% more funds holding

Funds holding: 1216 (+4)

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

9% less capital invested

Capital invested by funds: $7.1M → $6.49M (-$610K)

Holders
16
Holders Change
+4
Holders Change %
+33.33%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ICM
1
Ionic Capital Management
New York
$2.07M +$247K +15,146 +13%
Jane Street
2
Jane Street
New York
$1.67M +$858K +52,679 +94%
RCM
3
Rivernorth Capital Management
Florida
$862K -$1.99M -122,102 -69%
AWA
4
Arete Wealth Advisors
Illinois
$491K -$17.9K -1,100 -3%
CFA
5
Carroll Financial Associates
North Carolina
$383K +$8.15K +500 +2%
VKH
6
Virtu KCG Holdings
New York
$375K +$398K +24,428 New
BCM
7
Buckhead Capital Management
Georgia
$230K +$244K +15,000 New
Citadel Advisors
8
Citadel Advisors
Florida
$224K +$74.2K +4,557 +45%
Creative Planning
9
Creative Planning
Kansas
$51K -$13K -800 -20%
BA
10
BlackRock Advisors
Delaware
$46K -$21.2K -1,300 -30%
UBS Group
11
UBS Group
Switzerland
$39K +$14.3K +876 +52%
Morgan Stanley
12
Morgan Stanley
New York
$23K +$24.4K +1,500 New
Walleye Trading
13
Walleye Trading
New York
$21K +$22.3K +1,369 New
IA
14
IFP Advisors
Florida
$5K +$5.82K +357 New
BBPWM
15
Blue Bell Private Wealth Management
Pennsylvania
$3K
SPC
16
Sigma Planning Corp
Michigan
-$367K -23,705 Closed

CEFL Hedge Fund Activity: Q4 2015 in Review

16 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in ETRACS Monthly Pay 2xLeveraged Closed-End Fund ETN (CEFL) for Q4 2015, worth a combined $6.49M — down 8.6% from $7.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new CEFL positions and 1 closed out — a net gain of 4 holders — while 5 added to existing stakes and 4 trimmed.

The largest buyer was Jane Street, adding an estimated $858K. The largest seller was Rivernorth Capital Management, cutting an estimated $1.99M.

  • 16 institutional investors held ETRACS Monthly Pay 2xLeveraged Closed-End Fund ETN (CEFL) as of Q4 2015, up from 12 in Q3 2015.
  • Funds reported $6.49M of ETRACS Monthly Pay 2xLeveraged Closed-End Fund ETN stock for Q4 2015, down 8.6% quarter-over-quarter.
  • 5 funds opened new ETRACS Monthly Pay 2xLeveraged Closed-End Fund ETN positions in Q4 2015 and 1 closed out, a net change of +4 holders.
  • The largest ETRACS Monthly Pay 2xLeveraged Closed-End Fund ETN buyer in Q4 2015 was Jane Street, an estimated $858K added.
  • The largest ETRACS Monthly Pay 2xLeveraged Closed-End Fund ETN seller in Q4 2015 was Rivernorth Capital Management, an estimated $1.99M sold.

Based on aggregated 13F filings for Q4 2015.