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Strategy Shares Nasdaq 7HANDL Index ETF

120 hedge funds and large institutions have $107M invested in Strategy Shares Nasdaq 7HANDL Index ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more call options, than puts

Call options by funds: $51K | Put options by funds: $6K

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 43

0.44% less ownership

Funds ownership: 10.39%9.95% (-0.44%)

2% less funds holding

Funds holding: 122120 (-2)

8% less capital invested

Capital invested by funds: $116M → $107M (-$9.05M)

Holders
120
Holders Change
-2
Holders Change %
-1.64%
% of All Funds
1.91%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
43
Reduced
43
Closed
11
Calls
$51K
Puts
$6K
Net Calls
+$45K
Net Calls Change
-$125K
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
51
Lincoln National Corp
Pennsylvania
$301K +$21.4K +1,063 +8%
IWS
52
Insight Wealth Strategies
California
$299K +$4.9K +243 +2%
MA
53
Mutual Advisors
Nebraska
$295K
BWM
54
BerganKDV Wealth Management
Minnesota
$285K
MCC
55
Money Concepts Capital
Florida
$281K +$335K +16,641 +115%
Morgan Stanley
56
Morgan Stanley
New York
$281K +$143K +7,073 +104%
AF
57
Advisornet Financial
Minnesota
$274K -$116K -5,777 -30%
ORC
58
O'Rourke & Company
Massachusetts
$271K +$23.9K +1,188 +10%
NFG
59
Nations Financial Group
Iowa
$270K +$12.1K +600 +5%
CC
60
Copperleaf Capital
North Carolina
$265K +$264K +13,083 New
IFWM
61
Institute for Wealth Management
Colorado
$249K -$1.83K -91 -0.7%
SEA
62
Stegent Equity Advisors
Texas
$249K -$8.04K -399 -3%
TCM
63
True Capital Management
California
$244K +$3.14K +156 +1%
WWM
64
Western Wealth Management
Colorado
$241K -$62.6K -3,109 -21%
Citadel Advisors
65
Citadel Advisors
Florida
$231K -$81.9K -4,066 -26%
HWM
66
HB Wealth Management
Georgia
$227K +$141 +7 +0.1%
IGWM
67
ICA Group Wealth Management
Colorado
$223K -$15.4K -765 -7%
IWA
68
IVC Wealth Advisors
Pennsylvania
$223K
MPWT
69
MassMutual Private Wealth & Trust
Connecticut
$199K
ASN
70
Advisory Services Network
Georgia
$184K +$8.66K +430 +5%
GRP
71
Global Retirement Partners
California
$164K -$20K -994 -11%
AAS
72
Ameritas Advisory Services
Nebraska
$157K +$157K +7,771 New
NFSG
73
Newbridge Financial Services Group
Florida
$146K +$23.7K +1,174 +19%
FFA
74
Farther Finance Advisors
California
$137K +$136K +6,770 New
AIP
75
Ahrens Investment Partners
Louisiana
$115K +$115K +5,696 New

HNDL Hedge Fund Activity: Q1 2023 in Review

120 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) for Q1 2023, worth a combined $107M — down 7.8% from $116M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new HNDL positions and 11 closed out — a net gain of 1 holder — while 43 added to existing stakes and 43 trimmed.

The largest buyer was Householder Group Estate & Retirement Specialist, opening a new position worth an estimated $417K. The largest seller was Asset Allocation Strategies, cutting an estimated $6.1M.

  • 120 institutional investors held Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) as of Q1 2023, down from 122 in Q4 2022.
  • Funds reported $107M of Strategy Shares Nasdaq 7HANDL Index ETF stock for Q1 2023, down 7.8% quarter-over-quarter.
  • 12 funds opened new Strategy Shares Nasdaq 7HANDL Index ETF positions in Q1 2023 and 11 closed out, a net change of +1 holder.
  • The largest Strategy Shares Nasdaq 7HANDL Index ETF buyer in Q1 2023 was Householder Group Estate & Retirement Specialist, an estimated $417K added.
  • The largest Strategy Shares Nasdaq 7HANDL Index ETF seller in Q1 2023 was Asset Allocation Strategies, an estimated $6.1M sold.

Based on aggregated 13F filings for Q1 2023.