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Strategy Shares Nasdaq 7HANDL Index ETF

103 hedge funds and large institutions have $88.6M invested in Strategy Shares Nasdaq 7HANDL Index ETF in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 57 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

850% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 6

460% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 5

40% more capital invested

Capital invested by funds: $63.3M → $88.6M (+$25.2M)

26% more funds holding

Funds holding: 82103 (+21)

1.44% less ownership

Funds ownership: 9.17%7.73% (-1.4%)

Holders
103
Holders Change
+21
Holders Change %
+25.61%
% of All Funds
1.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
57
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
51
Wealthcare Advisory Partners
Pennsylvania
$309K +$39.1K +1,525 +14%
BCM
52
Brookstone Capital Management
Illinois
$284K +$30.5K +1,188 +12%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$277K +$285K +11,125 New
BAM
54
Belpointe Asset Management
Nevada
$263K +$270K +10,517 New
MPWT
55
MassMutual Private Wealth & Trust
Connecticut
$246K
WIA
56
World Investment Advisors
California
$245K +$252K +9,817 New
ASN
57
Advisory Services Network
Georgia
$240K +$80.1K +3,121 +48%
DA
58
DCM Advisors
New York
$228K +$5.13K +200 +2%
IAN
59
Integrated Advisors Network
Texas
$214K +$1.05K +41 +0.5%
LNC
60
Lincoln National Corp
Pennsylvania
$203K +$209K +8,146 New
CIAS
61
Capital Investment Advisory Services
North Carolina
$202K
NFSG
62
Newbridge Financial Services Group
Florida
$171K +$59.6K +2,323 +51%
CWAF
63
Core Wealth Advisors (Florida)
Florida
$154K +$9.93K +387 +7%
WWMSC
64
Wagner Wealth Management (South Carolina)
South Carolina
$146K +$37.1K +1,447 +34%
GRP
65
Global Retirement Partners
California
$121K +$7.7K +300 +7%
GWS
66
Glassman Wealth Services
Virginia
$100K
HWA
67
HHM Wealth Advisors
Tennessee
$97K
IRC
68
Investors Research Corp
Georgia
$69K
CFD
69
Creative Financial Designs
Indiana
$65K +$10.4K +404 +18%
GWM
70
Geneos Wealth Management
Colorado
$52K +$25.7K +1,000 +91%
FCA
71
FinTrust Capital Advisors
South Carolina
$50K
CFA
72
Carroll Financial Associates
North Carolina
$48K +$50.3K +1,960 New
Wells Fargo
73
Wells Fargo
California
$37K +$38.5K +1,501 New
TWM
74
Tradition Wealth Management
Minnesota
$27K +$27.4K +1,067 New
BAM
75
Bellevue Asset Management
Washington
$26K -$6.13K -239 -19%

HNDL Hedge Fund Activity: Q3 2021 in Review

103 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) for Q3 2021, worth a combined $88.6M — up 40% from $63.3M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new HNDL positions and 5 closed out — a net gain of 23 holders — while 57 added to existing stakes and 6 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.21M. The largest seller was Jane Street, cutting an estimated $1.78M.

  • 103 institutional investors held Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) as of Q3 2021, up from 82 in Q2 2021.
  • Funds reported $88.6M of Strategy Shares Nasdaq 7HANDL Index ETF stock for Q3 2021, up 40% quarter-over-quarter.
  • 28 funds opened new Strategy Shares Nasdaq 7HANDL Index ETF positions in Q3 2021 and 5 closed out, a net change of +23 holders.
  • The largest Strategy Shares Nasdaq 7HANDL Index ETF buyer in Q3 2021 was LPL Financial, an estimated $6.21M added.
  • The largest Strategy Shares Nasdaq 7HANDL Index ETF seller in Q3 2021 was Jane Street, an estimated $1.78M sold.

Based on aggregated 13F filings for Q3 2021.