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Strategy Shares Nasdaq 7HANDL Index ETF
HNDL

107 hedge funds and large institutions have $85.8M invested in Strategy Shares Nasdaq 7HANDL Index ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $171K | Put options by funds: $79K

0.6% more ownership

Funds ownership: 10.95% → 11.54% (+0.6%)

0% more capital invested

Capital invested by funds: $85.7M → $85.8M (+$123K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 110 → 107 (-3)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

21% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 38

Holders
107
Holders Change
-3
Holders Change %
-2.73%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
30
Reduced
38
Closed
17
Calls
$171K
Puts
$79K
Net Calls
+$92K
Net Calls Change
-$367K

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$9.97M
2
VF
Virtu Financial
New York
+$422K
3
NCFG
New Century Financial Group
New Jersey
+$318K
4
NFSG
Newbridge Financial Services Group
Florida
+$284K
5
KWA
Kingswood Wealth Advisors
California
+$252K

Top Sellers

Rank Fund Capital Flow
1
BFG
Berger Financial Group
Minnesota
-$2.09M
2
LPL Financial
LPL Financial
California
-$631K
3
RA
RFG Advisory
Alabama
-$570K
4
Jane Street
Jane Street
New York
-$412K
5
EWM
Executive Wealth Management
Michigan
-$402K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
76
UBS Group
Switzerland
$14.2K -$53K -2,420 -78%
ADL
77
Asset Dedication LLC
California
$13.8K – – –
Fidelity Investments
78
Fidelity Investments
Massachusetts
$13.1K +$13.4K +611 +61,100%
CJ
79
Caitlin John
Michigan
$12.8K – – –
FDW
80
Fourth Dimension Wealth
Ohio
$10.8K +$11.1K +505 New
IRC
81
Investors Research Corp
Georgia
$10.7K – – –
PS
82
Principal Securities
Iowa
$10.7K -$1.1K -50 -9%
HCP
83
Hexagon Capital Partners
Arkansas
$10.7K – – –
NSIM
84
North Star Investment Management
Illinois
$10.7K – – –
VWM
85
Vermillion Wealth Management
Minnesota
$10.7K +$11K +500 New
VFM
86
Vision Financial Markets
Connecticut
$10.3K +$10.6K +482 New
SPIA
87
Steward Partners Investment Advisory
New York
$9.85K – – –
SS
88
Sunbelt Securities
Texas
$8.56K – – –
BAM
89
Bellevue Asset Management
Washington
$7.46K – – –
GM
90
GeoWealth Management
Illinois
$7.38K – – –
CFGS
91
Concourse Financial Group Securities
Alabama
$6.51K – – –
FDCDDQ
92
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.87K – – –
CAL
93
Capital Analysts LLC
Pennsylvania
$5K +$636 +29 +15%
VWA
94
VSM Wealth Advisory
Maryland
$4.78K +$4.91K +224 New
CIBC Private Wealth Group
95
CIBC Private Wealth Group
Georgia
$4.29K +$88 +4 +2%
CIA
96
Cape Investment Advisory
Georgia
$4.27K – – –
PSFG
97
Park Square Financial Group
Georgia
$3.84K +$3.94K +180 New
GJIA
98
Glass Jacobson Investment Advisors
Maryland
$3.31K +$110 +5 +3%
AWM
99
AE Wealth Management
Kansas
$2.88K +$2.96K +135 New
GWM
100
Geneos Wealth Management
Colorado
$2.13K – – –
1 2 3
4
5

HNDL Hedge Fund Activity: Q4 2024 in Review

107 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) for Q4 2024, worth a combined $85.8M — up 0.14% from $85.7M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of HNDL and 15 opened new positions — a net loss of 2 holders — while 38 trimmed existing stakes and 30 added.

The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $9.97M. The largest seller was Berger Financial Group, cutting an estimated $2.09M.

  • 107 institutional investors held Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) as of Q4 2024, down from 110 in Q3 2024.
  • Funds reported $85.8M of Strategy Shares Nasdaq 7HANDL Index ETF stock for Q4 2024, up 0.14% quarter-over-quarter.
  • 15 funds opened new Strategy Shares Nasdaq 7HANDL Index ETF positions in Q4 2024 and 17 closed out, a net change of -2 holders.
  • The largest Strategy Shares Nasdaq 7HANDL Index ETF buyer in Q4 2024 was Mercer Global Advisors, an estimated $9.97M added.
  • The largest Strategy Shares Nasdaq 7HANDL Index ETF seller in Q4 2024 was Berger Financial Group, an estimated $2.09M sold.

Based on aggregated 13F filings for Q4 2024.