ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN
MORL
MORL was delisted on the 24th of March, 2020.
18 hedge funds and large institutions have $13.5M invested in ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN in 2018 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
18% more capital invested
Capital invested by funds: $11.4M → $13.5M (+$2.04M)
13% more funds holding
Funds holding: 16 → 18 (+2)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$999K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$399K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$224K |
| 4 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
+$64.8K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$50.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$163K |
| 2 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$46.3K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$15.2K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$15K |
MORL Hedge Fund Activity: Q2 2018 in Review
18 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN (MORL) for Q2 2018, worth a combined $13.5M — up 18% from $11.4M 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 3 trimmed.
The largest buyer was Creative Planning, adding an estimated $999K. The largest seller was Jane Street, cutting an estimated $163K.
- 18 institutional investors held ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN (MORL) as of Q2 2018, up from 16 in Q1 2018.
- Funds reported $13.5M of ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN stock for Q2 2018, up 18% quarter-over-quarter.
- 3 funds opened new ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN positions in Q2 2018 and 1 closed out, a net change of +2 holders.
- The largest ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN buyer in Q2 2018 was Creative Planning, an estimated $999K added.
- The largest ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN seller in Q2 2018 was Jane Street, an estimated $163K sold.
Based on aggregated 13F filings for Q2 2018.