ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN
MORL
MORL was delisted on the 24th of March, 2020.
10 hedge funds and large institutions have $6.45M invested in ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN in 2015 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
31% more capital invested
Capital invested by funds: $4.91M → $6.45M (+$1.54M)
25% more funds holding
Funds holding: 8 → 10 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$952K |
| 2 |
Jane Street
New York
|
+$552K |
| 3 |
CI
CAZ Investments
Houston,
Texas
|
+$505K |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$212K |
| 5 |
ACP
Aviance Capital Partners
Naples,
Florida
|
+$181K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$879K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Creative Planning
Overland Park,
Kansas
| $3.56M | +$952K | +47,150 | +38% |
|
|
CI
2
CAZ Investments
Houston,
Texas
| $1.15M | +$505K | +25,000 | +83% |
|
|
ACP
3
Aviance Capital Partners
Naples,
Florida
| $934K | +$181K | +8,948 | +25% |
|
|
4
Jane Street
New York
| $567K | +$552K | +27,313 | New |
|
|
SPC
5
Sigma Planning Corp
Ann Arbor,
Michigan
| $218K | +$212K | +10,500 | New |
|
|
CFA
6
Carroll Financial Associates
Charlotte,
North Carolina
| $8K | – | – | – |
|
7
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $6K | – | – | – |
|
|
AIG
8
American International Group
New York
| $4.99K | +$4.85K | +240 | New |
|
|
CTC
9
Central Trust Company
Jefferson City,
Missouri
| $2K | – | – | – |
|
|
10
Morgan Stanley
New York
| – | -$879K | -41,800 | Closed |
|
MORL Hedge Fund Activity: Q1 2015 in Review
10 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN (MORL) for Q1 2015, worth a combined $6.45M — up 31% from $4.91M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new MORL positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Creative Planning, adding an estimated $952K. The largest seller was Morgan Stanley, exiting entirely with an estimated $879K sold.
- 10 institutional investors held ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN (MORL) as of Q1 2015, up from 8 in Q4 2014.
- Funds reported $6.45M of ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN stock for Q1 2015, up 31% quarter-over-quarter.
- 3 funds opened new ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN positions in Q1 2015 and 1 closed out, a net change of +2 holders.
- The largest ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN buyer in Q1 2015 was Creative Planning, an estimated $952K added.
- The largest ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN seller in Q1 2015 was Morgan Stanley, an estimated $879K sold.
Based on aggregated 13F filings for Q1 2015.