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Strategy Shares Nasdaq 7HANDL Index ETF

110 hedge funds and large institutions have $85.7M invested in Strategy Shares Nasdaq 7HANDL Index ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 46 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,481% more call options, than puts

Call options by funds: $490K | Put options by funds: $31K

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

2% more funds holding

Funds holding: 108110 (+2)

0.24% more ownership

Funds ownership: 10.71%10.95% (+0.24%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $86.7M → $85.7M (-$947K)

37% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 46

Holders
110
Holders Change
+2
Holders Change %
+1.85%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
29
Reduced
46
Closed
8
Calls
$490K
Puts
$31K
Net Calls
+$459K
Net Calls Change
+$224K
Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$800K -$18.4K -850 -2%
GS
27
GTS Securities
New York
$749K +$178K +8,211 +32%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$703K +$124K +5,722 +22%
IFG
29
Independent Financial Group
California
$590K -$57.9K -2,674 -9%
WAM
30
WNY Asset Management
New York
$539K -$47.2K -2,180 -8%
JWCA
31
J.W. Cole Advisors
Florida
$488K -$9.35K -432 -2%
HighTower Advisors
32
HighTower Advisors
Illinois
$481K +$15.6K +722 +3%
CAGAS
33
Capital Advisory Group Advisory Services
Minnesota
$405K -$24.9K -1,150 -6%
EWM
34
Executive Wealth Management
Michigan
$402K +$9.05K +418 +2%
SWP
35
Stratos Wealth Partners
Ohio
$396K +$102K +4,714 +36%
DAS
36
Dynamic Advisor Solutions
Arizona
$373K -$28.4K -1,314 -7%
IWS
37
Insight Wealth Strategies
California
$363K -$88.4K -4,083 -20%
SP
38
Sequent Planning
Nebraska
$351K -$24.1K -1,115 -7%
KCFA
39
Key Client Fiduciary Advisors
New Jersey
$331K -$9.18K -424 -3%
WWM
40
Western Wealth Management
Colorado
$329K -$7.08K -327 -2%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$328K -$65.3K -3,015 -17%
MA
42
Mutual Advisors
Nebraska
$319K
WAP
43
Wealthcare Advisory Partners
Pennsylvania
$312K +$2.12K +98 +0.7%
MOS
44
MGO One Seven
Ohio
$306K +$32.5K +1,500 +12%
QWM
45
Quadcap Wealth Management
Texas
$300K -$238 -11 -0.1%
RIA
46
Realta Investment Advisors
Delaware
$298K -$105K -4,836 -26%
NFG
47
Nations Financial Group
Iowa
$297K
CFS
48
Commonwealth Financial Services
West Virginia
$283K
PFGIA
49
Patriot Financial Group Insurance Agency
Massachusetts
$277K -$9.18K -424 -3%
CA
50
CoreCap Advisors
Michigan
$268K +$433 +20 +0.2%

HNDL Hedge Fund Activity: Q3 2024 in Review

110 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) for Q3 2024, worth a combined $85.7M — down 1.1% from $86.7M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new HNDL positions and 8 closed out — a net gain of 3 holders — while 29 added to existing stakes and 46 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $3.4M. The largest seller was Harbour Investments, cutting an estimated $3.15M.

  • 110 institutional investors held Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) as of Q3 2024, up from 108 in Q2 2024.
  • Funds reported $85.7M of Strategy Shares Nasdaq 7HANDL Index ETF stock for Q3 2024, down 1.1% quarter-over-quarter.
  • 11 funds opened new Strategy Shares Nasdaq 7HANDL Index ETF positions in Q3 2024 and 8 closed out, a net change of +3 holders.
  • The largest Strategy Shares Nasdaq 7HANDL Index ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $3.4M added.
  • The largest Strategy Shares Nasdaq 7HANDL Index ETF seller in Q3 2024 was Harbour Investments, an estimated $3.15M sold.

Based on aggregated 13F filings for Q3 2024.