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Strategy Shares Nasdaq 7HANDL Index ETF

123 hedge funds and large institutions have $110M invested in Strategy Shares Nasdaq 7HANDL Index ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

3% more funds holding

Funds holding: 120123 (+3)

3% more capital invested

Capital invested by funds: $107M → $110M (+$3.05M)

0.59% more ownership

Funds ownership: 9.95%10.54% (+0.59%)

3% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 40

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
123
Holders Change
+3
Holders Change %
+2.5%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
39
Reduced
40
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
51
Mutual Advisors
Nebraska
$297K
LNC
52
Lincoln National Corp
Pennsylvania
$292K -$9.82K -488 -3%
BWM
53
BerganKDV Wealth Management
Minnesota
$286K
NFG
54
Nations Financial Group
Iowa
$282K +$10.1K +500 +4%
IFWM
55
Institute for Wealth Management
Colorado
$267K +$16.4K +816 +7%
WWM
56
Western Wealth Management
Colorado
$262K +$19.9K +989 +8%
ORC
57
O'Rourke & Company
Massachusetts
$260K -$12K -596 -4%
CAM
58
Cresset Asset Management
Illinois
$248K +$246K +12,200 New
CA
59
CoreCap Advisors
Michigan
$243K +$241K +11,957 New
MOS
60
MGO One Seven
Ohio
$242K +$239K +11,888 New
IAIM
61
International Assets Investment Management
Florida
$239K -$64.4K -3,200 -21%
DIM
62
Delta Investment Management
California
$230K +$228K +11,320 New
HWM
63
HB Wealth Management
Georgia
$228K +$161 +8 +0.1%
IWA
64
IVC Wealth Advisors
Pennsylvania
$228K +$4.23K +210 +2%
CPRC
65
Consolidated Portfolio Review Corp
New York
$227K +$225K +11,168 New
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$226K -$318K -15,776 -59%
IGWM
67
ICA Group Wealth Management
Colorado
$224K
Truist Financial
68
Truist Financial
North Carolina
$223K +$221K +10,963 New
WS
69
Wedbush Securities
California
$220K +$217K +10,799 New
ASN
70
Advisory Services Network
Georgia
$216K +$31.3K +1,557 +17%
Koshinski Asset Management
71
Koshinski Asset Management
Illinois
$206K -$148K -7,344 -42%
IFG
72
Independent Financial Group
California
$204K +$202K +10,042 New
MPWT
73
MassMutual Private Wealth & Trust
Connecticut
$200K
AF
74
Advisornet Financial
Minnesota
$171K -$103K -5,124 -38%
GRP
75
Global Retirement Partners
California
$167K +$604 +30 +0.4%

HNDL Hedge Fund Activity: Q2 2023 in Review

123 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) for Q2 2023, worth a combined $110M — up 2.9% from $107M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new HNDL positions and 13 closed out — a net gain of 6 holders — while 39 added to existing stakes and 40 trimmed.

The largest buyer was Asset Allocation Strategies, adding an estimated $4.32M. The largest seller was Osaic Holdings, cutting an estimated $2.79M.

  • 123 institutional investors held Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) as of Q2 2023, up from 120 in Q1 2023.
  • Funds reported $110M of Strategy Shares Nasdaq 7HANDL Index ETF stock for Q2 2023, up 2.9% quarter-over-quarter.
  • 19 funds opened new Strategy Shares Nasdaq 7HANDL Index ETF positions in Q2 2023 and 13 closed out, a net change of +6 holders.
  • The largest Strategy Shares Nasdaq 7HANDL Index ETF buyer in Q2 2023 was Asset Allocation Strategies, an estimated $4.32M added.
  • The largest Strategy Shares Nasdaq 7HANDL Index ETF seller in Q2 2023 was Osaic Holdings, an estimated $2.79M sold.

Based on aggregated 13F filings for Q2 2023.