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Strategy Shares Nasdaq 7HANDL Index ETF
HNDL

15 hedge funds and large institutions have $5.33M invested in Strategy Shares Nasdaq 7HANDL Index ETF in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 1

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

10% more capital invested

Capital invested by funds: $4.86M → $5.33M (+$467K)

7% more funds holding

Funds holding: 14 → 15 (+1)

1.8% less ownership

Funds ownership: 23.68% → 21.88% (-1.8%)

Holders
15
Holders Change
+1
Holders Change %
+7.14%
% of All Funds
0.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.08M
2
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
+$344K
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$187K
4
LPL Financial
LPL Financial
California
+$186K
5
BFEC
Benjamin F. Edwards & Company
Missouri
+$53.1K

Top Sellers

1
RA
Rational Advisors
New York
-$1.04M
2
Jane Street
Jane Street
New York
-$508K
3
LA
LexAurum Advisors
Kansas
-$188K
4
IA
IFP Advisors
Florida
-$11K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$2.08M +$1.08M +44,859 +111%
LPL Financial
2
LPL Financial
California
$775K +$186K +7,694 +32%
LA
3
LexAurum Advisors
Kansas
$682K -$188K -7,795 -22%
PFGIA
4
Patriot Financial Group Insurance Agency
Massachusetts
$518K +$344K +14,223 +201%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$403K +$187K +7,759 +88%
CA
6
Cetera Advisors
Colorado
$305K +$97 +4 +0%
BWA
7
Beam Wealth Advisors
Louisiana
$279K +$277K +11,450 New
BFEC
8
Benjamin F. Edwards & Company
Missouri
$158K +$53.1K +2,200 +51%
FHA
9
First Horizon Advisors
Tennessee
$48K – – –
BAM
10
Bellevue Asset Management
Washington
$37K +$36.2K +1,500 New
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$36K – – –
IRC
12
Investors Research Corp
Georgia
$6K +$1.98K +82 +47%
APA
13
American Portfolios Advisors
New York
$5K +$97 +4 +2%
UBS Group
14
UBS Group
Switzerland
$1K +$507 +21 New
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$1K +$1.09K +45 New
RA
16
Rational Advisors
New York
– -$1.04M -43,000 Closed
Jane Street
17
Jane Street
New York
– -$508K -21,025 Closed
IA
18
IFP Advisors
Florida
– -$11K -461 Closed

HNDL Hedge Fund Activity: Q4 2019 in Review

15 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) for Q4 2019, worth a combined $5.33M — up 9.6% from $4.86M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new HNDL positions and 3 closed out — a net gain of 1 holder — while 8 added to existing stakes and 1 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $1.08M. The largest seller was Rational Advisors, exiting entirely with an estimated $1.04M sold.

  • 15 institutional investors held Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) as of Q4 2019, up from 14 in Q3 2019.
  • Funds reported $5.33M of Strategy Shares Nasdaq 7HANDL Index ETF stock for Q4 2019, up 9.6% quarter-over-quarter.
  • 4 funds opened new Strategy Shares Nasdaq 7HANDL Index ETF positions in Q4 2019 and 3 closed out, a net change of +1 holder.
  • The largest Strategy Shares Nasdaq 7HANDL Index ETF buyer in Q4 2019 was Cambridge Investment Research Advisors, an estimated $1.08M added.
  • The largest Strategy Shares Nasdaq 7HANDL Index ETF seller in Q4 2019 was Rational Advisors, an estimated $1.04M sold.

Based on aggregated 13F filings for Q4 2019.