Strategy Shares EcoLogical Strategy ETF
HECO
HECO was delisted on the 20th of April, 2020.
7 hedge funds and large institutions have $2.62M invested in Strategy Shares EcoLogical Strategy ETF in 2016 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
17% more funds holding
Funds holding: 6 → 7 (+1)
7% more capital invested
Capital invested by funds: $2.45M → $2.62M (+$174K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$230K |
| 2 |
LPL Financial
San Diego,
California
|
+$22.2K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$4.27K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RA
1
Rational Advisors
Huntington,
New York
| $2.13M | – | – | – |
|
|
2
LPL Financial
San Diego,
California
| $226K | +$22.2K | +573 | +10% |
|
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $216K | +$230K | +5,923 | New |
|
|
GI
4
Gradient Investments
Arden Hills,
Minnesota
| $35K | – | – | – |
|
|
GRP
5
Global Retirement Partners
San Rafael,
California
| $11K | +$11.6K | +300 | New |
|
|
LTFS
6
Ladenburg Thalmann Financial Services
Miami,
Florida
| $9K | +$4.27K | +110 | +85% |
|
|
7
UBS Group
Zurich,
Switzerland
| – | -$2K | -58 | Closed |
|
HECO Hedge Fund Activity: Q4 2016 in Review
7 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Strategy Shares EcoLogical Strategy ETF (HECO) for Q4 2016, worth a combined $2.62M — up 7.1% from $2.45M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new HECO positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $230K. The largest seller was UBS Group, exiting entirely with an estimated $2K sold.
- 7 institutional investors held Strategy Shares EcoLogical Strategy ETF (HECO) as of Q4 2016, up from 6 in Q3 2016.
- Funds reported $2.62M of Strategy Shares EcoLogical Strategy ETF stock for Q4 2016, up 7.1% quarter-over-quarter.
- 2 funds opened new Strategy Shares EcoLogical Strategy ETF positions in Q4 2016 and 1 closed out, a net change of +1 holder.
- The largest Strategy Shares EcoLogical Strategy ETF buyer in Q4 2016 was Commonwealth Equity Services, an estimated $230K added.
- The largest Strategy Shares EcoLogical Strategy ETF seller in Q4 2016 was UBS Group, an estimated $2K sold.
Based on aggregated 13F filings for Q4 2016.