We are live on ! Find out more
HNDL icon

Strategy Shares Nasdaq 7HANDL Index ETF
HNDL

32 hedge funds and large institutions have $20.4M invested in Strategy Shares Nasdaq 7HANDL Index ETF in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 14 increasing their positions, 0 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

231% more capital invested

Capital invested by funds: $6.17M → $20.4M (+$14.2M)

60% more funds holding

Funds holding: 20 → 32 (+12)

0.48% more ownership

Funds ownership: 11.14% → 11.61% (+0.48%)

Holders
32
Holders Change
+12
Holders Change %
+60%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
14
Reduced
–
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$4.73M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.64M
3
CAGAS
Capital Advisory Group Advisory Services
Minnesota
+$1.57M
4
Jane Street
Jane Street
New York
+$1.5M
5
FI
FormulaFolio Investments
Michigan
+$1.05M

Top Sellers

1
JWCA
J.W. Cole Advisors
Florida
-$400K
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$246K
3
PFS
Prospera Financial Services
Texas
-$37K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$6.57M +$4.73M +189,157 +279%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$3.29M +$1.64M +65,656 +104%
CAGAS
3
Capital Advisory Group Advisory Services
Minnesota
$1.6M +$1.57M +62,675 New
Jane Street
4
Jane Street
New York
$1.53M +$1.5M +59,977 New
FI
5
FormulaFolio Investments
Michigan
$1.07M +$1.05M +42,076 New
DAS
6
Dynamic Advisor Solutions
Arizona
$898K +$880K +35,150 New
Osaic Holdings
7
Osaic Holdings
Arizona
$839K +$705K +28,180 +605%
BFG
8
Berger Financial Group
Minnesota
$742K +$727K +29,041 New
PFGIA
9
Patriot Financial Group Insurance Agency
Massachusetts
$684K +$66.7K +2,665 +11%
BWA
10
Beam Wealth Advisors
Louisiana
$589K +$87.1K +3,479 +18%
ACM
11
AlphaStar Capital Management
North Carolina
$395K +$153K +6,118 +65%
APA
12
American Portfolios Advisors
New York
$335K +$323K +12,896 +5,943%
BFEC
13
Benjamin F. Edwards & Company
Missouri
$332K +$25K +1,000 +8%
CW
14
CreativeOne Wealth
Kansas
$298K +$292K +11,650 New
SWM
15
SeaCrest Wealth Management
New York
$268K +$16.3K +650 +7%
SFS
16
Sowell Financial Services
Arkansas
$247K +$242K +9,686 New
ASN
17
Advisory Services Network
Georgia
$115K +$82.6K +3,300 +275%
GRP
18
Global Retirement Partners
California
$113K +$111K +4,432 New
IAIM
19
International Assets Investment Management
Florida
$104K +$102K +4,063 New
IRC
20
Investors Research Corp
Georgia
$71K +$851 +34 +1%
CFD
21
Creative Financial Designs
Indiana
$54K +$18K +720 +51%
FHA
22
First Horizon Advisors
Tennessee
$51K – – –
BAM
23
Bellevue Asset Management
Washington
$51K +$6.53K +261 +15%
IA
24
IFP Advisors
Florida
$42K – – –
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$36K – – –
1
2

HNDL Hedge Fund Activity: Q4 2020 in Review

32 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) for Q4 2020, worth a combined $20.4M — up 231% from $6.17M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new HNDL positions and 3 closed out — a net gain of 12 holders — while 14 added to existing stakes and 0 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.73M. The largest seller was J.W. Cole Advisors, exiting entirely with an estimated $400K sold.

  • 32 institutional investors held Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) as of Q4 2020, up from 20 in Q3 2020.
  • Funds reported $20.4M of Strategy Shares Nasdaq 7HANDL Index ETF stock for Q4 2020, up 231% quarter-over-quarter.
  • 15 funds opened new Strategy Shares Nasdaq 7HANDL Index ETF positions in Q4 2020 and 3 closed out, a net change of +12 holders.
  • The largest Strategy Shares Nasdaq 7HANDL Index ETF buyer in Q4 2020 was LPL Financial, an estimated $4.73M added.
  • The largest Strategy Shares Nasdaq 7HANDL Index ETF seller in Q4 2020 was J.W. Cole Advisors, an estimated $400K sold.

Based on aggregated 13F filings for Q4 2020.