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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
HighTower Advisors
76
HighTower Advisors
Illinois
$256K +$268K +10,464 New
ASN
77
Advisory Services Network
Georgia
$245K -$4.51K -176 -2%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$241K +$238K +9,295 New
NFSG
79
Newbridge Financial Services Group
Florida
$240K +$60.4K +2,356 +34%
BCM
80
Brookstone Capital Management
Illinois
$235K -$53.1K -2,068 -18%
CIAS
81
Capital Investment Advisory Services
North Carolina
$211K
MCC
82
Money Concepts Capital
Florida
$208K +$206K +8,024 New
WAP
83
Wealthcare Advisory Partners
Pennsylvania
$207K -$114K -4,436 -36%
IAIM
84
International Assets Investment Management
Florida
$207K +$205K +7,974 New
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$207K +$205K +7,986 New
CCM
86
Coldstream Capital Management
Washington
$205K +$203K +7,900 New
CWAF
87
Core Wealth Advisors (Florida)
Florida
$165K +$4.44K +173 +3%
GWSG
88
GPS Wealth Strategies Group
Colorado
$152K +$150K +5,843 New
WWMSC
89
Wagner Wealth Management (South Carolina)
South Carolina
$122K -$25K -976 -17%
AIP
90
Ahrens Investment Partners
Louisiana
$108K +$106K +4,144 New
GWS
91
Glassman Wealth Services
Virginia
$104K
HWA
92
HHM Wealth Advisors
Tennessee
$101K
CFD
93
Creative Financial Designs
Indiana
$94K +$26K +1,014 +39%
GWM
94
Geneos Wealth Management
Colorado
$80K +$25.7K +1,000 +48%
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$73K +$53.4K +2,081 +282%
IRC
96
Investors Research Corp
Georgia
$72K
CWA
97
Clearview Wealth Advisors
Oregon
$71K +$70.5K +2,746 New
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$69K +$51.3K +2,000 +291%
JFGIW
99
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$56K +$54.9K +2,140 New
FCA
100
FinTrust Capital Advisors
South Carolina
$52K

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.