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Strategy Shares Nasdaq 7HANDL Index ETF
HNDL

108 hedge funds and large institutions have $86.7M invested in Strategy Shares Nasdaq 7HANDL Index ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

11,750% more call options, than puts

Call options by funds: $237K | Put options by funds: $2K

6% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 34

0.22% more ownership

Funds ownership: 10.49% → 10.71% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less capital invested

Capital invested by funds: $91.3M → $86.7M (-$4.68M)

7% less funds holding

Funds holding: 116 → 108 (-8)

33% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 15

Holders
108
Holders Change
-8
Holders Change %
-6.9%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
36
Reduced
34
Closed
15
Calls
$237K
Puts
$2K
Net Calls
+$235K
Net Calls Change
-$22K

Top Buyers

Rank Fund Capital Flow
1
NFSG
Newbridge Financial Services Group
Florida
+$840K
2
LPL Financial
LPL Financial
California
+$783K
3
SFC
Strategic Financial Concepts
Texas
+$671K
4
VF
Virtu Financial
New York
+$432K
5
PAG
Private Advisor Group
New Jersey
+$370K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$1.32M
2
BFG
Berger Financial Group
Minnesota
-$954K
3
SWM
Spire Wealth Management
Virginia
-$531K
4
LA
Lifeworks Advisors
Michigan
-$467K
5
PI
PFG Investments
New York
-$302K
Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
26
Larson Financial Group
Missouri
$738K +$62.2K +3,000 +9%
IFG
27
Independent Financial Group
California
$616K +$25.1K +1,209 +4%
WAM
28
WNY Asset Management
New York
$558K -$228 -11 -0%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$546K -$290K -13,989 -35%
GS
30
GTS Securities
New York
$537K +$128K +6,181 +32%
JWCA
31
J.W. Cole Advisors
Florida
$472K +$9.55K +461 +2%
KAS
32
Kestra Advisory Services
Texas
$449K +$8.29K +400 +2%
HighTower Advisors
33
HighTower Advisors
Illinois
$444K -$20.2K -973 -4%
VF
34
Virtu Financial
New York
$440K +$432K +20,856 New
IWS
35
Insight Wealth Strategies
California
$431K +$5.55K +268 +1%
CAGAS
36
Capital Advisory Group Advisory Services
Minnesota
$409K -$72K -3,475 -15%
RIA
37
Realta Investment Advisors
Delaware
$387K -$141K -6,808 -27%
DAS
38
Dynamic Advisor Solutions
Arizona
$382K +$12.7K +612 +4%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$375K -$16K -772 -4%
EWM
40
Executive Wealth Management
Michigan
$373K +$1.26K +61 +0.3%
SP
41
Sequent Planning
Nebraska
$355K +$32.1K +1,550 +10%
KWA
42
Kingswood Wealth Advisors
California
$329K -$58K -2,800 -15%
KCFA
43
Key Client Fiduciary Advisors
New Jersey
$323K -$56.8K -2,741 -15%
WWM
44
Western Wealth Management
Colorado
$319K – – –
MA
45
Mutual Advisors
Nebraska
$311K – – –
WAP
46
Wealthcare Advisory Partners
Pennsylvania
$294K -$2.05K -99 -0.7%
QWM
47
Quadcap Wealth Management
Texas
$285K – – –
NFG
48
Nations Financial Group
Iowa
$282K – – –
SWP
49
Stratos Wealth Partners
Ohio
$276K +$73.2K +3,530 +37%
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$272K -$54.4K -2,625 -17%
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HNDL Hedge Fund Activity: Q2 2024 in Review

108 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) for Q2 2024, worth a combined $86.7M — down 5.1% from $91.3M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of HNDL and 10 opened new positions — a net loss of 5 holders — while 34 trimmed existing stakes and 36 added.

The largest buyer was Newbridge Financial Services Group, adding an estimated $840K. The largest seller was Osaic Holdings, cutting an estimated $1.32M.

  • 108 institutional investors held Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) as of Q2 2024, down from 116 in Q1 2024.
  • Funds reported $86.7M of Strategy Shares Nasdaq 7HANDL Index ETF stock for Q2 2024, down 5.1% quarter-over-quarter.
  • 10 funds opened new Strategy Shares Nasdaq 7HANDL Index ETF positions in Q2 2024 and 15 closed out, a net change of -5 holders.
  • The largest Strategy Shares Nasdaq 7HANDL Index ETF buyer in Q2 2024 was Newbridge Financial Services Group, an estimated $840K added.
  • The largest Strategy Shares Nasdaq 7HANDL Index ETF seller in Q2 2024 was Osaic Holdings, an estimated $1.32M sold.

Based on aggregated 13F filings for Q2 2024.