We are live on ! Find out more
HNDL icon

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
FFA
76
Farther Finance Advisors
California
$132K -$6.04K -300 -4%
Morgan Stanley
77
Morgan Stanley
New York
$116K -$164K -8,158 -59%
NFSG
78
Newbridge Financial Services Group
Florida
$109K -$37.2K -1,849 -26%
GWSG
79
GPS Wealth Strategies Group
Colorado
$102K
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$92.7K -$6.18K -307 -6%
GWS
81
Glassman Wealth Services
Virginia
$81.3K
RI
82
Ridgewood Investments
New Jersey
$81.3K
HWA
83
HHM Wealth Advisors
Tennessee
$79.3K
UBS Group
84
UBS Group
Switzerland
$79K +$342 +17 +0.4%
FCAG
85
First Capital Advisors Group
New Jersey
$61.3K -$10.7K -532 -15%
CFD
86
Creative Financial Designs
Indiana
$61.2K +$201 +10 +0.3%
IRC
87
Investors Research Corp
Georgia
$56.4K
SS
88
Sunbelt Securities
Texas
$53.9K
JFGIW
89
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43.5K
RG
90
Retirement Group
California
$42.2K
CTC
91
Central Trust Company
Missouri
$32.3K
WP
92
WealthPLAN Partners
Nebraska
$28.7K +$503 +25 +2%
BCMLT
93
Beacon Capital Management LLC (Tennessee)
Tennessee
$28.2K
ADL
94
Asset Dedication LLC
California
$25K
BAM
95
Bellevue Asset Management
Washington
$23K +$262 +13 +1%
AA
96
AlphaMark Advisors
Kentucky
$20K -$71.3K -3,543 -78%
HCM
97
Hollencrest Capital Management
California
$19.8K
Bank of America
98
Bank of America
North Carolina
$16.3K -$33K -1,640 -67%
GWM
99
Geneos Wealth Management
Colorado
$16.3K -$2.01K -100 -11%
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$15.3K

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.