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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
GWSG
76
GPS Wealth Strategies Group
Colorado
$101K -$118K -5,843 -54%
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$98.5K -$20.5K -1,016 -17%
AA
78
AlphaMark Advisors
Kentucky
$91K +$5.1K +253 +6%
GWS
79
Glassman Wealth Services
Virginia
$80.9K
RI
80
Ridgewood Investments
New Jersey
$80.9K +$80.6K +4,000 New
HWA
81
HHM Wealth Advisors
Tennessee
$78.9K
UBS Group
82
UBS Group
Switzerland
$78.3K -$31.2K -1,550 -29%
FCAG
83
First Capital Advisors Group
New Jersey
$71.7K +$10.9K +540 +18%
CFD
84
Creative Financial Designs
Indiana
$60.7K +$181 +9 +0.3%
IRC
85
Investors Research Corp
Georgia
$56.1K
SS
86
Sunbelt Securities
Texas
$53K +$53.4K +2,650 New
Bank of America
87
Bank of America
North Carolina
$49.4K +$28.9K +1,435 +143%
JFGIW
88
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43.3K
RG
89
Retirement Group
California
$42K
BAM
90
Belpointe Asset Management
Nevada
$35.1K +$181 +9 +0.5%
CTC
91
Central Trust Company
Missouri
$32.2K
WP
92
WealthPLAN Partners
Nebraska
$28.1K +$27.9K +1,387 New
BCMLT
93
Beacon Capital Management LLC (Tennessee)
Tennessee
$28K
Wells Fargo
94
Wells Fargo
California
$28K -$193K -9,583 -87%
ADL
95
Asset Dedication LLC
California
$25K
BAM
96
Bellevue Asset Management
Washington
$22.7K +$282 +14 +1%
SWM
97
Spire Wealth Management
Virginia
$19.9K -$61.9K -3,073 -76%
HCM
98
Hollencrest Capital Management
California
$19.7K
GWM
99
Geneos Wealth Management
Colorado
$18.2K
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$15.2K

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.