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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
HighTower Advisors
76
HighTower Advisors
Illinois
$294K +$43.2K +1,779 +17%
Citadel Advisors
77
Citadel Advisors
Florida
$288K +$290K +11,925 New
MHS
78
M Holdings Securities
Oregon
$281K +$284K +11,671 New
CA
79
Calton & Associates
Florida
$277K -$1.23M -50,663 -81%
WCM
80
WealthBridge Capital Management
Ohio
$273K +$275K +11,329 New
SWA
81
Stratos Wealth Advisors
Ohio
$270K +$273K +11,217 New
EWM
82
Empirical Wealth Management
Washington
$260K +$261K +10,752 New
NA
83
NewEdge Advisors
Louisiana
$244K +$246K +10,110 New
RWM
84
Ritholtz Wealth Management
New York
$241K +$243K +10,000 New
WANY
85
Wealthspire Advisors (New York)
New York
$239K
MPWT
86
MassMutual Private Wealth & Trust
Connecticut
$238K
HWM
87
HB Wealth Management
Georgia
$236K +$238K +9,773 New
LFAS
88
Level Four Advisory Services
Texas
$235K +$237K +9,735 New
BCM
89
Brookstone Capital Management
Illinois
$230K +$14.8K +611 +7%
BW
90
Bison Wealth
Georgia
$226K +$228K +9,365 New
NFSG
91
Newbridge Financial Services Group
Florida
$214K -$8.31K -342 -4%
ASN
92
Advisory Services Network
Georgia
$211K -$16.6K -684 -7%
KFI
93
Key Financial Inc
Pennsylvania
$205K +$207K +8,510 New
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$203K -$39.4K -1,620 -16%
CIAS
95
Capital Investment Advisory Services
North Carolina
$203K +$7.29K +300 +4%
BAM
96
Belpointe Asset Management
Nevada
$195K -$95.9K -3,947 -33%
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$188K -$80.9K -3,330 -30%
CWAF
98
Core Wealth Advisors (Florida)
Florida
$173K +$19.5K +803 +13%
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$145K +$80.4K +3,309 +123%
GRP
100
Global Retirement Partners
California
$112K +$125K +5,127 New

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.