We are live on ! Find out more
HNDL icon

Strategy Shares Nasdaq 7HANDL Index ETF

20 hedge funds and large institutions have $6.17M invested in Strategy Shares Nasdaq 7HANDL Index ETF in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 1

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

80% more capital invested

Capital invested by funds: $3.43M → $6.17M (+$2.74M)

25% more funds holding

Funds holding: 1620 (+4)

2% less ownership

Funds ownership: 13.14%11.14% (-2%)

Holders
20
Holders Change
+4
Holders Change %
+25%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
8
Reduced
1
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$1.67M +$727K +29,332 +76%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.55M +$1.29M +52,135 +480%
PFGIA
3
Patriot Financial Group Insurance Agency
Massachusetts
$594K +$36.2K +1,460 +6%
BWA
4
Beam Wealth Advisors
Louisiana
$482K +$11.1K +447 +2%
JWCA
5
J.W. Cole Advisors
Florida
$400K +$402K +16,225 New
BFEC
6
Benjamin F. Edwards & Company
Missouri
$296K +$74.3K +3,000 +33%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$246K +$248K +10,000 New
SWM
8
SeaCrest Wealth Management
New York
$243K +$244K +9,850 New
ACM
9
AlphaStar Capital Management
North Carolina
$233K +$233K +9,401 New
Osaic Holdings
10
Osaic Holdings
Arizona
$115K -$342K -13,786 -75%
IRC
11
Investors Research Corp
Georgia
$67K +$5.05K +204 +8%
FHA
12
First Horizon Advisors
Tennessee
$49K
BAM
13
Bellevue Asset Management
Washington
$43K +$6.19K +250 +17%
IA
14
IFP Advisors
Florida
$40K +$40.8K +1,648 New
PFS
15
Prospera Financial Services
Texas
$37K +$37.2K +1,500 New
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$36K
CFD
17
Creative Financial Designs
Indiana
$34K +$34.7K +1,400 New
ASN
18
Advisory Services Network
Georgia
$30K +$29.7K +1,200 New
APA
19
American Portfolios Advisors
New York
$5.33K +$99 +4 +2%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$1K
CA
21
Cetera Advisors
Colorado
-$236K -9,768 Closed
CAN
22
Cetera Advisor Networks
California
-$119K -4,944 Closed
UBS Group
23
UBS Group
Switzerland
-$22K -894 Closed
Wells Fargo
24
Wells Fargo
California
-$25 -1 Closed

HNDL Hedge Fund Activity: Q3 2020 in Review

20 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) for Q3 2020, worth a combined $6.17M — up 80% from $3.43M a quarter earlier.

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

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $1.29M. The largest seller was Osaic Holdings, cutting an estimated $342K.

  • 20 institutional investors held Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) as of Q3 2020, up from 16 in Q2 2020.
  • Funds reported $6.17M of Strategy Shares Nasdaq 7HANDL Index ETF stock for Q3 2020, up 80% quarter-over-quarter.
  • 8 funds opened new Strategy Shares Nasdaq 7HANDL Index ETF positions in Q3 2020 and 4 closed out, a net change of +4 holders.
  • The largest Strategy Shares Nasdaq 7HANDL Index ETF buyer in Q3 2020 was Cambridge Investment Research Advisors, an estimated $1.29M added.
  • The largest Strategy Shares Nasdaq 7HANDL Index ETF seller in Q3 2020 was Osaic Holdings, an estimated $342K sold.

Based on aggregated 13F filings for Q3 2020.