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Strategy Shares Nasdaq 7HANDL Index ETF

123 hedge funds and large institutions have $110M invested in Strategy Shares Nasdaq 7HANDL Index ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

3% more funds holding

Funds holding: 120123 (+3)

3% more capital invested

Capital invested by funds: $107M → $110M (+$3.05M)

0.59% more ownership

Funds ownership: 9.95%10.54% (+0.59%)

3% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 40

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
123
Holders Change
+3
Holders Change %
+2.5%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
39
Reduced
40
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
26
Avantax Advisory Services
Texas
$831K +$2.88K +143 +0.4%
Jane Street
27
Jane Street
New York
$808K +$62.6K +3,111 +8%
SFS
28
Sowell Financial Services
Arkansas
$772K -$14.4K -713 -2%
CAN
29
Cetera Advisor Networks
California
$771K -$160K -7,931 -17%
WAM
30
WNY Asset Management
New York
$585K +$20 +1 +0%
FANJ
31
Financial Architects (New Jersey)
New Jersey
$581K +$8.86K +440 +2%
RIA
32
Realta Investment Advisors
Delaware
$535K -$73.8K -3,667 -12%
AFP
33
Ausdal Financial Partners
Iowa
$529K -$224K -11,110 -30%
DAS
34
Dynamic Advisor Solutions
Arizona
$498K -$424K -21,081 -46%
JWCA
35
J.W. Cole Advisors
Florida
$491K +$44.6K +2,217 +10%
CAGAS
36
Capital Advisory Group Advisory Services
Minnesota
$485K -$22.6K -1,125 -5%
PFGIA
37
Patriot Financial Group Insurance Agency
Massachusetts
$473K -$28.3K -1,405 -6%
AA
38
Advisory Alpha
Michigan
$420K -$56.5K -2,805 -12%
BWP
39
Balboa Wealth Partners
Arizona
$394K -$1.11M -55,104 -74%
IWS
40
Insight Wealth Strategies
California
$394K +$92.5K +4,597 +31%
KWA
41
Kingswood Wealth Advisors
California
$378K +$374K +18,600 New
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$373K -$35.6K -1,767 -9%
EWM
43
Executive Wealth Management
Michigan
$354K +$1.15K +57 +0.3%
KCFA
44
Key Client Fiduciary Advisors
New Jersey
$350K -$25.2K -1,252 -7%
ACA
45
Aptus Capital Advisors
Alabama
$349K +$41.4K +2,057 +14%
PFS
46
Prospera Financial Services
Texas
$348K -$15.7K -780 -4%
CWA
47
Clearview Wealth Advisors
Oregon
$347K -$41.9K -2,083 -11%
KFGK
48
Keystone Financial Group (Kentucky)
Kentucky
$341K +$338K +16,785 New
KA
49
Kovack Advisors
Florida
$339K -$1.09M -54,370 -77%
VF
50
Virtu Financial
New York
$300K +$297K +14,776 New

HNDL Hedge Fund Activity: Q2 2023 in Review

123 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) for Q2 2023, worth a combined $110M — up 2.9% from $107M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new HNDL positions and 13 closed out — a net gain of 6 holders — while 39 added to existing stakes and 40 trimmed.

The largest buyer was Asset Allocation Strategies, adding an estimated $4.32M. The largest seller was Osaic Holdings, cutting an estimated $2.79M.

  • 123 institutional investors held Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) as of Q2 2023, up from 120 in Q1 2023.
  • Funds reported $110M of Strategy Shares Nasdaq 7HANDL Index ETF stock for Q2 2023, up 2.9% quarter-over-quarter.
  • 19 funds opened new Strategy Shares Nasdaq 7HANDL Index ETF positions in Q2 2023 and 13 closed out, a net change of +6 holders.
  • The largest Strategy Shares Nasdaq 7HANDL Index ETF buyer in Q2 2023 was Asset Allocation Strategies, an estimated $4.32M added.
  • The largest Strategy Shares Nasdaq 7HANDL Index ETF seller in Q2 2023 was Osaic Holdings, an estimated $2.79M sold.

Based on aggregated 13F filings for Q2 2023.