ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN
MORL
MORL was delisted on the 24th of March, 2020.
5 hedge funds and large institutions have $795K invested in ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN in 2013 Q3 according to their latest regulatory filings, with 4 funds opening new positions, increasing their positions, reducing their positions, and 1 closing their positions.
11,257% more capital invested
Capital invested by funds: $7K → $795K (+$788K)
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
150% more funds holding
Funds holding: 2 → 5 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$408K |
| 2 |
Nomura Holdings
Tokyo,
Japan
|
+$329K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$33.9K |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$1.94K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFA
1
Carroll Financial Associates
Charlotte,
North Carolina
| $417K | +$408K | +21,050 | New |
|
|
2
Nomura Holdings
Tokyo,
Japan
| $335K | +$329K | +16,972 | New |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $35K | +$33.9K | +1,750 | New |
|
4
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $6K | – | – | – |
|
|
5
Creative Planning
Overland Park,
Kansas
| $2K | +$1.94K | +100 | New |
|
MORL Hedge Fund Activity: Q3 2013 in Review
5 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN (MORL) for Q3 2013, worth a combined $795K — up 11,257% from $7K a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new MORL positions and 1 closed out — a net gain of 3 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Carroll Financial Associates, opening a new position worth an estimated $408K.
- 5 institutional investors held ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN (MORL) as of Q3 2013, up from 2 in Q2 2013.
- Funds reported $795K of ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN stock for Q3 2013, up 11,257% quarter-over-quarter.
- 4 funds opened new ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN positions in Q3 2013 and 1 closed out, a net change of +3 holders.
- The largest ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN buyer in Q3 2013 was Carroll Financial Associates, an estimated $408K added.
Based on aggregated 13F filings for Q3 2013.