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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
CFA
101
Carroll Financial Associates
North Carolina
$50K
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$42K +$38.7K +1,510 +1,573%
ADL
103
Asset Dedication LLC
California
$32K +$5.13K +200 +19%
BAM
104
Bellevue Asset Management
Washington
$27K +$334 +13 +1%
CFGS
105
Concourse Financial Group Securities
Alabama
$26K
EVM
106
Eaton Vance Management
Massachusetts
$26K +$25.7K +1,000 New
WPA
107
West Paces Advisors
Georgia
$26K +$25.7K +1,000 New
WFS
108
Widmann Financial Services
Maryland
$25K +$24.9K +970 New
Simplex Trading
109
Simplex Trading
Illinois
$19K +$16.6K +648 +584%
TWM
110
Tradition Wealth Management
Minnesota
$17K -$10.3K -400 -37%
NSIM
111
North Star Investment Management
Illinois
$13K
RFA
112
Reilly Financial Advisors
California
$13K +$231 +9 +2%
Morgan Stanley
113
Morgan Stanley
New York
$13K +$2.54K +99 +25%
CTC
114
Central Trust Company
Missouri
$11K
SMG
115
Spectrum Management Group
Indiana
$11K +$180 +7 +2%
CFB
116
Cullen/Frost Bankers
Texas
$10K
CAL
117
Capital Advisors Ltd
Ohio
$10K +$180 +7 +2%
IA
118
IFP Advisors
Florida
$8K +$1.33K +52 +21%
Bank of America
119
Bank of America
North Carolina
$8K +$7.7K +300 New
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
$8K +$7.7K +300 New
FWM
121
Focused Wealth Management
New York
$7K +$128 +5 +2%
SIC
122
Salem Investment Counselors
North Carolina
$6K
TFGT
123
TS Financial Group (TSFG)
Illinois
$5K +$103 +4 +2%
SPIA
124
Steward Partners Investment Advisory
New York
$3K +$2.57K +100 New
SJIM
125
St. Johns Investment Management
Florida
$2K +$513 +20 +50%

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.