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Strategy Shares Nasdaq 7HANDL Index ETF

128 hedge funds and large institutions have $138M invested in Strategy Shares Nasdaq 7HANDL Index ETF in 2021 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 58 increasing their positions, 13 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

346% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 13

173% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 15

56% more capital invested

Capital invested by funds: $88.6M → $138M (+$49.4M)

24% more funds holding

Funds holding: 103128 (+25)

1.52% more ownership

Funds ownership: 7.73%9.26% (+1.5%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $343K

Holders
128
Holders Change
+25
Holders Change %
+24.27%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
41
Increased
58
Reduced
13
Closed
15
Calls
Puts
$343K
Net Calls
-$343K
Net Calls Change
-$343K
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$1.16M +$690K +26,883 +153%
BWA
27
Beam Wealth Advisors
Louisiana
$1.08M +$43.3K +1,689 +4%
SFS
28
Sowell Financial Services
Arkansas
$1.04M +$27.9K +1,089 +3%
CW
29
CreativeOne Wealth
Kansas
$1.02M -$105K -4,083 -9%
PFGIA
30
Patriot Financial Group Insurance Agency
Massachusetts
$966K +$97.9K +3,817 +11%
AF
31
Advisornet Financial
Minnesota
$953K +$300K +11,688 +47%
IFG
32
Independent Financial Group
California
$908K +$169K +6,599 +23%
FANJ
33
Financial Architects (New Jersey)
New Jersey
$899K +$888K +34,604 New
VWA
34
Visionary Wealth Advisors
Illinois
$878K +$867K +33,778 New
WWM
35
Western Wealth Management
Colorado
$865K +$856K +33,379 New
JWCA
36
J.W. Cole Advisors
Florida
$731K +$169K +6,587 +31%
WAM
37
WNY Asset Management
New York
$721K +$713K +27,804 New
BA
38
Bellwether Advisors
Nebraska
$705K +$697K +27,150 New
NCM
39
Narwhal Capital Management
Georgia
$701K +$693K +27,000 New
LNC
40
Lincoln National Corp
Pennsylvania
$692K +$475K +18,519 +227%
RIA
41
Realta Investment Advisors
Delaware
$666K +$658K +25,633 New
FFN
42
Focus Financial Network
Minnesota
$662K +$653K +25,464 New
RS
43
Retirement Solution
Washington
$660K +$173K +6,748 +36%
SWM
44
Spire Wealth Management
Virginia
$628K -$21.2K -826 -3%
KCFA
45
Key Client Fiduciary Advisors
New Jersey
$608K +$601K +23,421 New
APA
46
American Portfolios Advisors
New York
$606K -$684K -26,645 -53%
WS
47
Wedbush Securities
California
$576K +$568K +22,153 New
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
$539K -$386K -15,035 -42%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$530K -$223K -8,704 -30%
NFG
50
Next Financial Group
Texas
$529K +$16.8K +655 +3%

HNDL Hedge Fund Activity: Q4 2021 in Review

128 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) for Q4 2021, worth a combined $138M — up 56% from $88.6M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new HNDL positions and 15 closed out — a net gain of 26 holders — while 58 added to existing stakes and 13 trimmed.

The largest buyer was LPL Financial, adding an estimated $7.66M. The largest seller was American Portfolios Advisors, cutting an estimated $684K.

  • 128 institutional investors held Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) as of Q4 2021, up from 103 in Q3 2021.
  • Funds reported $138M of Strategy Shares Nasdaq 7HANDL Index ETF stock for Q4 2021, up 56% quarter-over-quarter.
  • 41 funds opened new Strategy Shares Nasdaq 7HANDL Index ETF positions in Q4 2021 and 15 closed out, a net change of +26 holders.
  • The largest Strategy Shares Nasdaq 7HANDL Index ETF buyer in Q4 2021 was LPL Financial, an estimated $7.66M added.
  • The largest Strategy Shares Nasdaq 7HANDL Index ETF seller in Q4 2021 was American Portfolios Advisors, an estimated $684K sold.

Based on aggregated 13F filings for Q4 2021.