Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
32 hedge funds and large institutions have $20.4M invested in Strategy Shares Nasdaq 7HANDL Index ETF in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 14 increasing their positions, 0 reducing their positions, and 3 closing their positions.
400% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 3
231% more capital invested
Capital invested by funds: $6.17M → $20.4M (+$14.2M)
60% more funds holding
Funds holding: 20 → 32 (+12)
0.48% more ownership
Funds ownership: 11.14% → 11.61% (+0.48%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$4.73M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.64M |
| 3 |
CAGAS
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
+$1.57M |
| 4 |
Jane Street
New York
|
+$1.5M |
| 5 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$400K |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
-$246K |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$37K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
26
Accel Wealth Management
Waverly,
Iowa
| $24K | +$23.3K | +930 | New |
|
|
AF
27
Advisornet Financial
Minnetonka,
Minnesota
| $20K | +$19.2K | +769 | New |
|
|
ADL
28
Asset Dedication LLC
San Francisco,
California
| $17K | +$16.8K | +672 | New |
|
29
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $9K | +$7.51K | +300 | +667% |
|
|
GWM
30
Geneos Wealth Management
Englewood,
Colorado
| $9K | +$10K | +400 | New |
|
|
COCM
31
Charter Oak Capital Management
Portsmouth,
New Hampshire
| $5K | +$5.11K | +204 | New |
|
|
JWCA
32
J.W. Cole Advisors
Tampa,
Florida
| – | -$400K | -16,225 | Closed |
|
|
33
Mercer Global Advisors
Denver,
Colorado
| – | -$246K | -10,000 | Closed |
|
|
PFS
34
Prospera Financial Services
Dallas,
Texas
| – | -$37K | -1,500 | Closed |
|
35
Fidelity Investments
Boston,
Massachusetts
| – | +$25 | +1 | New |
|
HNDL Hedge Fund Activity: Q4 2020 in Review
32 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) for Q4 2020, worth a combined $20.4M — up 231% from $6.17M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new HNDL positions and 3 closed out — a net gain of 12 holders — while 14 added to existing stakes and 0 trimmed.
The largest buyer was LPL Financial, adding an estimated $4.73M. The largest seller was J.W. Cole Advisors, exiting entirely with an estimated $400K sold.
- 32 institutional investors held Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) as of Q4 2020, up from 20 in Q3 2020.
- Funds reported $20.4M of Strategy Shares Nasdaq 7HANDL Index ETF stock for Q4 2020, up 231% quarter-over-quarter.
- 15 funds opened new Strategy Shares Nasdaq 7HANDL Index ETF positions in Q4 2020 and 3 closed out, a net change of +12 holders.
- The largest Strategy Shares Nasdaq 7HANDL Index ETF buyer in Q4 2020 was LPL Financial, an estimated $4.73M added.
- The largest Strategy Shares Nasdaq 7HANDL Index ETF seller in Q4 2020 was J.W. Cole Advisors, an estimated $400K sold.
Based on aggregated 13F filings for Q4 2020.