ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN
MORL
MORL was delisted on the 24th of March, 2020.
7 hedge funds and large institutions have $3.77M invested in ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN in 2014 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, reducing their positions, and 1 closing their positions.
20% more capital invested
Capital invested by funds: $3.15M → $3.77M (+$618K)
0% more funds holding
Funds holding: 7 → 7 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACP
Aviance Capital Partners
Naples,
Florida
|
+$302K |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$271K |
| 3 |
AIG
American International Group
New York
|
+$33.1K |
| 4 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$13.2K |
| 5 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$3.93K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
-$260K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Creative Planning
Overland Park,
Kansas
| $2.21M | +$271K | +12,300 | +15% |
|
|
ACP
2
Aviance Capital Partners
Naples,
Florida
| $849K | +$302K | +13,700 | +61% |
|
|
CFA
3
Carroll Financial Associates
Charlotte,
North Carolina
| $419K | +$13.2K | +600 | +3% |
|
|
JIP
4
Jaffetilchin Investment Partners
Tampa,
Florida
| $251K | +$3.93K | +178 | +2% |
|
|
AIG
5
American International Group
New York
| $35.1K | +$33.1K | +1,500 | New |
|
6
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $7K | – | – | – |
|
|
CTC
7
Central Trust Company
Jefferson City,
Missouri
| $2K | +$970 | +44 | +92% |
|
|
VKH
8
Virtu KCG Holdings
New York
| – | -$260K | -11,923 | Closed |
|
MORL Hedge Fund Activity: Q2 2014 in Review
7 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN (MORL) for Q2 2014, worth a combined $3.77M — up 20% from $3.15M a quarter earlier.
Fund positioning in MORL was balanced in Q2 2014: 1 fund opened new positions, 1 closed out, 5 added to existing stakes and 0 trimmed.
The largest buyer was Aviance Capital Partners, adding an estimated $302K. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $260K sold.
- 7 institutional investors held ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN (MORL) as of Q2 2014, unchanged from Q1 2014.
- Funds reported $3.77M of ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN stock for Q2 2014, up 20% quarter-over-quarter.
- 1 fund opened new ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN positions in Q2 2014 and 1 closed out, a net change of 0 holders.
- The largest ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN buyer in Q2 2014 was Aviance Capital Partners, an estimated $302K added.
- The largest ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN seller in Q2 2014 was Virtu KCG Holdings, an estimated $260K sold.
Based on aggregated 13F filings for Q2 2014.