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Strategy Shares Nasdaq 7HANDL Index ETF
HNDL

116 hedge funds and large institutions have $91.3M invested in Strategy Shares Nasdaq 7HANDL Index ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

12,850% more call options, than puts

Call options by funds: $259K | Put options by funds: $2K

0.34% more ownership

Funds ownership: 10.15% → 10.49% (+0.34%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less capital invested

Capital invested by funds: $92.5M → $91.3M (-$1.14M)

3% less funds holding

Funds holding: 119 → 116 (-3)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

22% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 41

Holders
116
Holders Change
-3
Holders Change %
-2.52%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
32
Reduced
41
Closed
13
Calls
$259K
Puts
$2K
Net Calls
+$257K
Net Calls Change
+$170K

Top Buyers

Rank Fund Capital Flow
1
KC
Kades & Cheifetz
Pennsylvania
+$4.35M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.37M
3
LA
Lifeworks Advisors
Michigan
+$457K
4
KAS
Kestra Advisory Services
Texas
+$434K
5
Creative Planning
Creative Planning
Kansas
+$351K

Top Sellers

Rank Fund Capital Flow
1
AF
Allworth Financial
California
-$4.05M
2
AWS
Atria Wealth Solutions
New York
-$1.42M
3
ACA
Aptus Capital Advisors
Alabama
-$634K
4
Osaic Holdings
Osaic Holdings
Arizona
-$601K
5
VF
Virtu Financial
New York
-$585K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
76
Citadel Advisors
Florida
$85.2K -$330K -15,869 -80%
Comerica Bank
77
Comerica Bank
Texas
$63.6K – – –
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$62.5K +$24.9K +1,196 +68%
IRC
79
Investors Research Corp
Georgia
$58.8K – – –
ACA
80
Aptus Capital Advisors
Alabama
$52.3K -$634K -30,519 -93%
RG
81
Retirement Group
California
$44K – – –
BCMLT
82
Beacon Capital Management LLC (Tennessee)
Tennessee
$29.4K – – –
SS
83
Sunbelt Securities
Texas
$24.4K – – –
HCM
84
Hollencrest Capital Management
California
$20.7K – – –
JFGIW
85
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20.6K – – –
UBS Group
86
UBS Group
Switzerland
$16.4K -$22.8K -1,098 -59%
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$15.9K – – –
BFEC
88
Benjamin F. Edwards & Company
Missouri
$15K – – –
ADL
89
Asset Dedication LLC
California
$14K +$8.54K +411 +175%
CA
90
Continuum Advisory
Idaho
$13.9K +$13.9K +671 New
MSG
91
Main Street Group
Virginia
$13.5K – – –
TCPG
92
Trivant Custom Portfolio Group
California
$13K +$229 +11 +2%
CJ
93
Caitlin John
Michigan
$12.7K – – –
FIM
94
Fernwood Investment Management
Massachusetts
$11.3K +$11.1K +534 New
HCP
95
Hexagon Capital Partners
Arkansas
$10.6K – – –
NSIM
96
North Star Investment Management
Illinois
$10.6K – – –
PS
97
Principal Securities
Iowa
$10.6K – – –
CAL
98
Capital Advisors Ltd
Ohio
$10K +$187 +9 +2%
SPIA
99
Steward Partners Investment Advisory
New York
$9.8K +$7.88K +379 +457%
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$9.65K -$35.2K -1,692 -79%
2 3
4
5 6

HNDL Hedge Fund Activity: Q1 2024 in Review

116 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) for Q1 2024, worth a combined $91.3M — down 1.2% from $92.5M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of HNDL and 11 opened new positions — a net loss of 2 holders — while 41 trimmed existing stakes and 32 added.

The largest buyer was Kades & Cheifetz, adding an estimated $4.35M. The largest seller was Allworth Financial, cutting an estimated $4.05M.

  • 116 institutional investors held Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) as of Q1 2024, down from 119 in Q4 2023.
  • Funds reported $91.3M of Strategy Shares Nasdaq 7HANDL Index ETF stock for Q1 2024, down 1.2% quarter-over-quarter.
  • 11 funds opened new Strategy Shares Nasdaq 7HANDL Index ETF positions in Q1 2024 and 13 closed out, a net change of -2 holders.
  • The largest Strategy Shares Nasdaq 7HANDL Index ETF buyer in Q1 2024 was Kades & Cheifetz, an estimated $4.35M added.
  • The largest Strategy Shares Nasdaq 7HANDL Index ETF seller in Q1 2024 was Allworth Financial, an estimated $4.05M sold.

Based on aggregated 13F filings for Q1 2024.