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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
LPL Financial
1
LPL Financial
California
$28.3M +$7.66M +298,541 +38%
Osaic Holdings
2
Osaic Holdings
Arizona
$12.6M +$5.95M +232,111 +91%
BFG
3
Berger Financial Group
Minnesota
$12.4M +$3.21M +125,178 +36%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$7.72M +$19.1K +744 +0.3%
BCA
5
Bay Colony Advisors
Massachusetts
$4.97M +$2.13M +82,832 +76%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$4.2M +$1.34M +52,080 +48%
DAS
7
Dynamic Advisor Solutions
Arizona
$3.01M +$13.6K +530 +0.5%
AWM
8
AE Wealth Management
Kansas
$2.88M +$2.23M +86,908 +363%
PAG
9
Private Advisor Group
New Jersey
$2.68M +$1.29M +50,135 +95%
CAGAS
10
Capital Advisory Group Advisory Services
Minnesota
$2.31M +$161K +6,280 +8%
AWM
11
Accel Wealth Management
Iowa
$2.3M +$594K +23,148 +35%
AWM
12
Axxcess Wealth Management
California
$2.22M +$2.19M +85,397 New
CA
13
Cetera Advisors
Colorado
$2.19M +$1.11M +43,227 +105%
HI
14
Harbour Investments
Wisconsin
$1.87M +$37K +1,444 +2%
ASFA
15
All Season Financial Advisors
Colorado
$1.74M +$1.72M +67,018 New
CAN
16
Cetera Advisor Networks
California
$1.71M +$257K +10,020 +18%
CCA
17
Cadent Capital Advisors
Oklahoma
$1.62M +$594K +23,135 +59%
CA
18
Calton & Associates
Florida
$1.61M +$556K +21,672 +54%
KA
19
Kovack Advisors
Florida
$1.58M +$168K +6,536 +12%
MML Investors Services
20
MML Investors Services
Massachusetts
$1.37M +$212K +8,264 +19%
AAS
21
Avantax Advisory Services
Texas
$1.33M +$186K +7,246 +16%
AA
22
Advisory Alpha
Michigan
$1.29M +$388K +15,141 +44%
Creative Planning
23
Creative Planning
Kansas
$1.26M +$1.24M +48,474 New
WIA
24
World Investment Advisors
California
$1.22M +$1.04M +40,470 +412%
ACM
25
AlphaStar Capital Management
North Carolina
$1.22M +$491K +19,126 +66%

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.