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Strategy Shares Nasdaq 7HANDL Index ETF

122 hedge funds and large institutions have $116M invested in Strategy Shares Nasdaq 7HANDL Index ETF in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 49 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,700% more call options, than puts

Call options by funds: $180K | Put options by funds: $10K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

1% more capital invested

Capital invested by funds: $115M → $116M (+$805K)

0.63% more ownership

Funds ownership: 9.76%10.39% (+0.63%)

2% less funds holding

Funds holding: 125122 (-3)

11% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 18

22% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 49

Holders
122
Holders Change
-3
Holders Change %
-2.4%
% of All Funds
1.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
38
Reduced
49
Closed
18
Calls
$180K
Puts
$10K
Net Calls
+$170K
Net Calls Change
-$80K
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
51
Aptus Capital Advisors
Alabama
$300K
WWM
52
Western Wealth Management
Colorado
$294K -$752K -38,013 -72%
MA
53
Mutual Advisors
Nebraska
$286K
IWS
54
Insight Wealth Strategies
California
$284K +$9.33K +472 +3%
MCC
55
Money Concepts Capital
Florida
$284K +$231K +11,666 +414%
BWM
56
BerganKDV Wealth Management
Minnesota
$275K
LNC
57
Lincoln National Corp
Pennsylvania
$270K -$289K -14,603 -51%
NA
58
NewEdge Advisors
Louisiana
$266K +$522K +26,411 +211%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$264K +$6.35K +321 +2%
NFG
60
Nations Financial Group
Iowa
$250K +$3.96K +200 +2%
SEA
61
Stegent Equity Advisors
Texas
$249K -$45.6K -2,304 -15%
IAIM
62
International Assets Investment Management
Florida
$248K +$251K +12,674 New
IFWM
63
Institute for Wealth Management
Colorado
$243K +$20.9K +1,058 +9%
WS
64
Wedbush Securities
California
$240K -$126K -6,383 -34%
ORC
65
O'Rourke & Company
Massachusetts
$239K +$415 +21 +0.2%
CA
66
CoreCap Advisors
Michigan
$235K -$63.7K -3,222 -21%
TCM
67
True Capital Management
California
$233K +$235K +11,885 New
IGWM
68
ICA Group Wealth Management
Colorado
$230K -$56.6K -2,860 -20%
Truist Financial
69
Truist Financial
North Carolina
$227K +$229K +11,604 New
HWM
70
HB Wealth Management
Georgia
$219K +$8.4K +425 +4%
IWA
71
IVC Wealth Advisors
Pennsylvania
$215K
Wells Fargo
72
Wells Fargo
California
$215K +$198K +10,011 +1,048%
GWSG
73
GPS Wealth Strategies Group
Colorado
$212K -$79.1K -4,000 -27%
KAS
74
Kestra Advisory Services
Texas
$209K -$705K -35,638 -77%
IFG
75
Independent Financial Group
California
$202K -$33.3K -1,684 -14%

HNDL Hedge Fund Activity: Q4 2022 in Review

122 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) for Q4 2022, worth a combined $116M — up 0.7% from $115M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of HNDL and 16 opened new positions — a net loss of 2 holders — while 49 trimmed existing stakes and 38 added.

The largest buyer was Osaic Holdings, adding an estimated $2.36M. The largest seller was Atria Wealth Solutions, cutting an estimated $2.28M.

  • 122 institutional investors held Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) as of Q4 2022, down from 125 in Q3 2022.
  • Funds reported $116M of Strategy Shares Nasdaq 7HANDL Index ETF stock for Q4 2022, up 0.7% quarter-over-quarter.
  • 16 funds opened new Strategy Shares Nasdaq 7HANDL Index ETF positions in Q4 2022 and 18 closed out, a net change of -2 holders.
  • The largest Strategy Shares Nasdaq 7HANDL Index ETF buyer in Q4 2022 was Osaic Holdings, an estimated $2.36M added.
  • The largest Strategy Shares Nasdaq 7HANDL Index ETF seller in Q4 2022 was Atria Wealth Solutions, an estimated $2.28M sold.

Based on aggregated 13F filings for Q4 2022.