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Strategy Shares Nasdaq 7HANDL Index ETF

140 hedge funds and large institutions have $167M invested in Strategy Shares Nasdaq 7HANDL Index ETF in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 69 increasing their positions, 23 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 23

81% more call options, than puts

Call options by funds: $971K | Put options by funds: $535K

80% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 20

21% more capital invested

Capital invested by funds: $138M → $167M (+$29.1M)

9% more funds holding

Funds holding: 128140 (+12)

0.99% more ownership

Funds ownership: 9.26%10.25% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
140
Holders Change
+12
Holders Change %
+9.38%
% of All Funds
2.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
69
Reduced
23
Closed
20
Calls
$971K
Puts
$535K
Net Calls
+$436K
Net Calls Change
+$779K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$553K +$61.8K +2,544 +12%
WS
52
Wedbush Securities
California
$535K +$632 +26 +0.1%
CWA
53
Clearview Wealth Advisors
Oregon
$527K +$465K +19,131 +697%
SWM
54
SeaCrest Wealth Management
New York
$503K +$47.5K +1,956 +10%
HGERS
55
Householder Group Estate & Retirement Specialist
Arizona
$474K +$44.8K +1,844 +10%
NCM
56
Narwhal Capital Management
Georgia
$434K -$219K -9,000 -33%
PFS
57
Prospera Financial Services
Texas
$428K +$2.36K +97 +0.5%
EWM
58
Executive Wealth Management
Michigan
$413K +$1.29K +53 +0.3%
MCC
59
Money Concepts Capital
Florida
$412K +$220K +9,054 +113%
IFWM
60
Institute for Wealth Management
Colorado
$388K +$45.4K +1,866 +13%
IA
61
IFP Advisors
Florida
$379K +$376K +15,455 +5,152%
RF
62
Resolute Financial
Massachusetts
$365K +$27.1K +1,117 +8%
CA
63
CoreCap Advisors
Michigan
$364K +$1.87K +77 +0.5%
GWSG
64
GPS Wealth Strategies Group
Colorado
$358K +$219K +9,000 +154%
SEA
65
Stegent Equity Advisors
Texas
$357K +$43.6K +1,793 +14%
TFS
66
Thoroughbred Financial Services
Tennessee
$354K +$74K +3,046 +26%
IWS
67
Insight Wealth Strategies
California
$353K +$356K +14,637 New
MA
68
Mutual Advisors
Nebraska
$352K +$48.6K +2,000 +16%
LNWTC
69
Laird Norton Wetherby Trust Company
Washington
$351K +$355K +14,589 New
FAIM
70
Financial Advocates Investment Management
Washington
$346K +$31.4K +1,290 +10%
BFEC
71
Benjamin F. Edwards & Company
Missouri
$330K +$16.8K +692 +5%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$328K +$104K +4,294 +46%
IGWM
73
ICA Group Wealth Management
Colorado
$326K +$355K +14,625 New
Truist Financial
74
Truist Financial
North Carolina
$324K -$3.82K -157 -1%
ORC
75
O'Rourke & Company
Massachusetts
$320K +$20.7K +852 +7%

HNDL Hedge Fund Activity: Q1 2022 in Review

140 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) for Q1 2022, worth a combined $167M — up 21% from $138M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new HNDL positions and 20 closed out — a net gain of 16 holders — while 69 added to existing stakes and 23 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $7.16M. The largest seller was Axxcess Wealth Management, exiting entirely with an estimated $2.22M sold.

  • 140 institutional investors held Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) as of Q1 2022, up from 128 in Q4 2021.
  • Funds reported $167M of Strategy Shares Nasdaq 7HANDL Index ETF stock for Q1 2022, up 21% quarter-over-quarter.
  • 36 funds opened new Strategy Shares Nasdaq 7HANDL Index ETF positions in Q1 2022 and 20 closed out, a net change of +16 holders.
  • The largest Strategy Shares Nasdaq 7HANDL Index ETF buyer in Q1 2022 was Kestra Advisory Services, an estimated $7.16M added.
  • The largest Strategy Shares Nasdaq 7HANDL Index ETF seller in Q1 2022 was Axxcess Wealth Management, an estimated $2.22M sold.

Based on aggregated 13F filings for Q1 2022.