ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN
MORL
MORL was delisted on the 24th of March, 2020.
7 hedge funds and large institutions have $3.15M invested in ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
82% more capital invested
Capital invested by funds: $1.74M → $3.15M (+$1.42M)
75% more funds holding
Funds holding: 4 → 7 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACP
Aviance Capital Partners
Naples,
Florida
|
+$470K |
| 2 |
VKH
Virtu KCG Holdings
New York
|
+$248K |
| 3 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$219K |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$104K |
| 5 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$83.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$14K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Creative Planning
Overland Park,
Kansas
| $1.78M | +$104K | +5,000 | +6% |
|
|
ACP
2
Aviance Capital Partners
Naples,
Florida
| $492K | +$470K | +22,600 | New |
|
|
CFA
3
Carroll Financial Associates
Charlotte,
North Carolina
| $377K | +$83.1K | +4,000 | +30% |
|
|
VKH
4
Virtu KCG Holdings
New York
| $260K | +$248K | +11,923 | New |
|
|
JIP
5
Jaffetilchin Investment Partners
Tampa,
Florida
| $230K | +$219K | +10,542 | New |
|
6
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $7K | – | – | – |
|
|
CTC
7
Central Trust Company
Jefferson City,
Missouri
| $1K | +$997 | +48 | New |
|
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$14K | -750 | Closed |
|
MORL Hedge Fund Activity: Q1 2014 in Review
7 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN (MORL) for Q1 2014, worth a combined $3.15M — up 82% from $1.74M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new MORL positions and 1 closed out — a net gain of 3 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Aviance Capital Partners, opening a new position worth an estimated $470K. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $14K sold.
- 7 institutional investors held ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN (MORL) as of Q1 2014, up from 4 in Q4 2013.
- Funds reported $3.15M of ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN stock for Q1 2014, up 82% quarter-over-quarter.
- 4 funds opened new ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN positions in Q1 2014 and 1 closed out, a net change of +3 holders.
- The largest ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN buyer in Q1 2014 was Aviance Capital Partners, an estimated $470K added.
- The largest ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN seller in Q1 2014 was Royal Bank of Canada, an estimated $14K sold.
Based on aggregated 13F filings for Q1 2014.