Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
11 hedge funds and large institutions have $1.91M invested in Strategy Shares Nasdaq 7HANDL Index ETF in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
10% more funds holding
Funds holding: 10 → 11 (+1)
4.51% less ownership
Funds ownership: 26.05% → 21.54% (-4.5%)
20% less capital invested
Capital invested by funds: $2.38M → $1.91M (-$475K)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$123K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$53.1K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$24.3K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$6.29K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$23 |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RA
1
Rational Advisors
Huntington,
New York
| $952K | – | – | – |
|
|
2
LPL Financial
San Diego,
California
| $402K | +$123K | +5,334 | +42% |
|
3
Jane Street
New York
| $286K | -$202K | -8,813 | -41% |
|
|
PFGIA
4
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $104K | -$2.3K | -100 | -2% |
|
|
LTFS
5
Ladenburg Thalmann Financial Services
Miami,
Florida
| $54K | +$24.3K | +1,056 | +78% |
|
|
6
UBS Group
Zurich,
Switzerland
| $51K | +$53.1K | +2,312 | New |
|
|
FHA
7
First Horizon Advisors
Memphis,
Tennessee
| $44K | – | – | – |
|
|
IA
8
IFP Advisors
Tampa,
Florida
| $8K | – | – | – |
|
|
AG
9
Advisor Group
Phoenix,
Arizona
| $6K | +$6.29K | +274 | New |
|
10
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $3K | -$1.52K | -66 | -35% |
|
|
PAG
11
Private Advisor Group
Morristown,
New Jersey
| – | -$307K | -12,734 | Closed |
|
|
GWM
12
Geneos Wealth Management
Englewood,
Colorado
| – | -$2K | -100 | Closed |
|
|
13
Fidelity Investments
Boston,
Massachusetts
| – | +$23 | +1 | New |
|
HNDL Hedge Fund Activity: Q4 2018 in Review
11 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) for Q4 2018, worth a combined $1.91M — down 20% from $2.38M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new HNDL positions and 2 closed out — a net gain of 1 holder — while 2 added to existing stakes and 3 trimmed.
The largest buyer was LPL Financial, adding an estimated $123K. The largest seller was Private Advisor Group, exiting entirely with an estimated $307K sold.
- 11 institutional investors held Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) as of Q4 2018, up from 10 in Q3 2018.
- Funds reported $1.91M of Strategy Shares Nasdaq 7HANDL Index ETF stock for Q4 2018, down 20% quarter-over-quarter.
- 3 funds opened new Strategy Shares Nasdaq 7HANDL Index ETF positions in Q4 2018 and 2 closed out, a net change of +1 holder.
- The largest Strategy Shares Nasdaq 7HANDL Index ETF buyer in Q4 2018 was LPL Financial, an estimated $123K added.
- The largest Strategy Shares Nasdaq 7HANDL Index ETF seller in Q4 2018 was Private Advisor Group, an estimated $307K sold.
Based on aggregated 13F filings for Q4 2018.