We are live on ! Find out more
MORL

ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN
MORL

Delisted

MORL was delisted on the 24th of March, 2020.

Back to rankings

16 hedge funds and large institutions have $11.4M invested in ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

50% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 2

7% more funds holding

Funds holding: 15 → 16 (+1)

5% less capital invested

Capital invested by funds: $12M → $11.4M (-$625K)

Holders
16
Holders Change
+1
Holders Change %
+6.67%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
3
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$1.23M
2
KA
Kovack Advisors
Florida
+$637K
3
HCM
Hengehold Capital Management
Ohio
+$179K
4
Wells Fargo
Wells Fargo
California
+$15K
5
HighTower Advisors
HighTower Advisors
Illinois
+$4.79K

Top Sellers

Rank Fund Capital Flow
1
ICM
Ionic Capital Management
New York
-$895K
2
SPC
Sigma Planning Corp
Michigan
-$200K
3
Jane Street
Jane Street
New York
-$94.5K
4
Morgan Stanley
Morgan Stanley
New York
-$11K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$6.28M +$1.23M +82,321 +25%
CC
2
Claybrook Capital
Massachusetts
$1.25M – – –
EA
3
Edge Advisors
Georgia
$913K – – –
KA
4
Kovack Advisors
Florida
$897K +$637K +42,628 +262%
Jane Street
5
Jane Street
New York
$457K -$94.5K -6,319 -17%
MBTD
6
Mechanics Bank - Trust Department
California
$457K – – –
SPC
7
Sigma Planning Corp
Michigan
$434K -$200K -13,398 -32%
HighTower Advisors
8
HighTower Advisors
Illinois
$203K +$4.79K +320 +2%
HCM
9
Hengehold Capital Management
Ohio
$183K +$179K +12,000 New
SBIA
10
Sheaff Brock Investment Advisors
Indiana
$153K – – –
DZ Bank
11
DZ Bank
Germany
$152K – – –
IA
12
IFP Advisors
Florida
$18K – – –
Wells Fargo
13
Wells Fargo
California
$15K +$15K +1,000 New
CFN
14
Cordasco Financial Network
Florida
$12K – – –
FDCDDQ
15
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.62K +$3.56K +238 New
ICM
16
Ionic Capital Management
New York
– -$895K -50,727 Closed
Morgan Stanley
17
Morgan Stanley
New York
– -$11K -640 Closed

MORL Hedge Fund Activity: Q1 2018 in Review

16 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN (MORL) for Q1 2018, worth a combined $11.4M — down 5.2% from $12M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new MORL positions and 2 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.

The largest buyer was Creative Planning, adding an estimated $1.23M. The largest seller was Ionic Capital Management, exiting entirely with an estimated $895K sold.

  • 16 institutional investors held ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN (MORL) as of Q1 2018, up from 15 in Q4 2017.
  • Funds reported $11.4M of ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN stock for Q1 2018, down 5.2% quarter-over-quarter.
  • 3 funds opened new ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN positions in Q1 2018 and 2 closed out, a net change of +1 holder.
  • The largest ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN buyer in Q1 2018 was Creative Planning, an estimated $1.23M added.
  • The largest ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN seller in Q1 2018 was Ionic Capital Management, an estimated $895K sold.

Based on aggregated 13F filings for Q1 2018.