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Strategy Shares Nasdaq 7HANDL Index ETF

120 hedge funds and large institutions have $107M invested in Strategy Shares Nasdaq 7HANDL Index ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more call options, than puts

Call options by funds: $51K | Put options by funds: $6K

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 43

0.44% less ownership

Funds ownership: 10.39%9.95% (-0.44%)

2% less funds holding

Funds holding: 122120 (-2)

8% less capital invested

Capital invested by funds: $116M → $107M (-$9.05M)

Holders
120
Holders Change
-2
Holders Change %
-1.64%
% of All Funds
1.91%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
43
Reduced
43
Closed
11
Calls
$51K
Puts
$6K
Net Calls
+$45K
Net Calls Change
-$125K
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$854K -$50.1K -2,488 -6%
AAS
27
Avantax Advisory Services
Texas
$824K +$6.49K +322 +0.8%
SFS
28
Sowell Financial Services
Arkansas
$783K -$3.14K -156 -0.4%
AFP
29
Ausdal Financial Partners
Iowa
$752K -$52.4K -2,600 -7%
Jane Street
30
Jane Street
New York
$741K -$853K -42,308 -54%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$702K -$16.9K -838 -2%
RIA
32
Realta Investment Advisors
Delaware
$607K +$107K +5,311 +22%
WAM
33
WNY Asset Management
New York
$582K +$4.07K +202 +0.7%
FANJ
34
Financial Architects (New Jersey)
New Jersey
$569K -$6.19K -307 -1%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$544K -$18.8K -931 -3%
CAGAS
36
Capital Advisory Group Advisory Services
Minnesota
$505K -$32.2K -1,600 -6%
PFGIA
37
Patriot Financial Group Insurance Agency
Massachusetts
$499K -$20.9K -1,035 -4%
AA
38
Advisory Alpha
Michigan
$475K -$116K -5,751 -20%
JWCA
39
J.W. Cole Advisors
Florida
$444K +$45K +2,231 +11%
HGERS
40
Householder Group Estate & Retirement Specialist
Arizona
$418K +$417K +20,675 New
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$407K +$133K +6,618 +49%
CWA
42
Clearview Wealth Advisors
Oregon
$388K +$3.91K +194 +1%
KCFA
43
Key Client Fiduciary Advisors
New Jersey
$374K +$3.67K +182 +1%
VWA
44
Visionary Wealth Advisors
Illinois
$366K -$423K -20,984 -54%
PFS
45
Prospera Financial Services
Texas
$362K -$147K -7,314 -29%
Koshinski Asset Management
46
Koshinski Asset Management
Illinois
$353K -$110K -5,477 -24%
EWM
47
Executive Wealth Management
Michigan
$351K +$1.11K +55 +0.3%
WANY
48
Wealthspire Advisors (New York)
New York
$320K
ACA
49
Aptus Capital Advisors
Alabama
$306K -$4.03K -200 -1%
IAIM
50
International Assets Investment Management
Florida
$303K +$45.9K +2,280 +18%

HNDL Hedge Fund Activity: Q1 2023 in Review

120 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) for Q1 2023, worth a combined $107M — down 7.8% from $116M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new HNDL positions and 11 closed out — a net gain of 1 holder — while 43 added to existing stakes and 43 trimmed.

The largest buyer was Householder Group Estate & Retirement Specialist, opening a new position worth an estimated $417K. The largest seller was Asset Allocation Strategies, cutting an estimated $6.1M.

  • 120 institutional investors held Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) as of Q1 2023, down from 122 in Q4 2022.
  • Funds reported $107M of Strategy Shares Nasdaq 7HANDL Index ETF stock for Q1 2023, down 7.8% quarter-over-quarter.
  • 12 funds opened new Strategy Shares Nasdaq 7HANDL Index ETF positions in Q1 2023 and 11 closed out, a net change of +1 holder.
  • The largest Strategy Shares Nasdaq 7HANDL Index ETF buyer in Q1 2023 was Householder Group Estate & Retirement Specialist, an estimated $417K added.
  • The largest Strategy Shares Nasdaq 7HANDL Index ETF seller in Q1 2023 was Asset Allocation Strategies, an estimated $6.1M sold.

Based on aggregated 13F filings for Q1 2023.