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Strategy Shares Nasdaq 7HANDL Index ETF
HNDL

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: 103 → 128 (+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

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$7.66M
2
Osaic Holdings
Osaic Holdings
Arizona
+$5.95M
3
BFG
Berger Financial Group
Minnesota
+$3.21M
4
AWM
AE Wealth Management
Kansas
+$2.23M
5
BCA
Bay Colony Advisors
Massachusetts
+$2.13M

Top Sellers

Rank Fund Capital Flow
1
APA
American Portfolios Advisors
New York
-$684K
2
Barclays
Barclays
United Kingdom
-$682K
3
Jane Street
Jane Street
New York
-$544K
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$535K
5
DA
Doliver Advisors
Texas
-$484K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
51
SeaCrest Wealth Management
New York
$491K +$127K +4,950 +35%
HGERS
52
Householder Group Estate & Retirement Specialist
Arizona
$463K +$457K +17,812 New
PFS
53
Prospera Financial Services
Texas
$459K +$98.4K +3,837 +28%
EWM
54
Executive Wealth Management
Michigan
$443K +$1.31K +51 +0.3%
RIA
55
Regal Investment Advisors
Michigan
$430K +$53.7K +2,094 +15%
KAS
56
Kestra Advisory Services
Texas
$403K +$398K +15,500 New
CA
57
CoreCap Advisors
Michigan
$391K +$386K +15,035 New
Koshinski Asset Management
58
Koshinski Asset Management
Illinois
$388K – – –
IFWM
59
Institute for Wealth Management
Colorado
$369K +$13.6K +531 +4%
RF
60
Resolute Financial
Massachusetts
$364K +$359K +14,004 New
Truist Financial
61
Truist Financial
North Carolina
$353K +$349K +13,599 New
KWA
62
Kellett Wealth Advisors
Ohio
$341K +$337K +13,150 New
FAIM
63
Financial Advocates Investment Management
Washington
$340K -$127K -4,951 -27%
SEA
64
Stegent Equity Advisors
Texas
$339K +$334K +13,006 New
BFEC
65
Benjamin F. Edwards & Company
Missouri
$338K – – –
MA
66
Mutual Advisors
Nebraska
$328K +$5.13K +200 +2%
ORC
67
O'Rourke & Company
Massachusetts
$323K +$319K +12,435 New
BAM
68
Belpointe Asset Management
Nevada
$313K +$39.3K +1,532 +15%
TFS
69
Thoroughbred Financial Services
Tennessee
$302K +$299K +11,637 New
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$289K – – –
VF
71
Virtu Financial
New York
$281K -$153K -5,956 -36%
IAN
72
Integrated Advisors Network
Texas
$261K +$37.9K +1,477 +17%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$260K +$257K +10,020 New
WANY
74
Wealthspire Advisors (New York)
New York
$258K +$255K +9,925 New
MPWT
75
MassMutual Private Wealth & Trust
Connecticut
$256K – – –
1 2
3
4 5

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.