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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
AIP
101
Ahrens Investment Partners
Louisiana
$110K +$10.1K +415 +10%
TWM
102
Tradition Wealth Management
Minnesota
$105K +$89.4K +3,678 +551%
FFWM
103
Future Financial Wealth Management
Ohio
$103K +$104K +4,281 New
GWS
104
Glassman Wealth Services
Virginia
$96K
HWA
105
HHM Wealth Advisors
Tennessee
$94K
CFD
106
Creative Financial Designs
Indiana
$83K -$4.01K -165 -5%
Bank of America
107
Bank of America
North Carolina
$77K +$69.9K +2,876 +959%
GWM
108
Geneos Wealth Management
Colorado
$74K
IRC
109
Investors Research Corp
Georgia
$67K
BCMLT
110
Beacon Capital Management LLC (Tennessee)
Tennessee
$53K +$53.1K +2,184 New
JFGIW
111
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$52K
FCA
112
FinTrust Capital Advisors
South Carolina
$51K +$2.43K +100 +5%
RG
113
Retirement Group
California
$50K +$50.4K +2,075 New
SIAP
114
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$48K +$48.6K +2,000 New
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$43K -$25.5K -1,048 -37%
CTC
116
Central Trust Company
Missouri
$39K +$28K +1,150 +261%
AA
117
AlphaMark Advisors
Kentucky
$34K +$34K +1,398 New
CFGS
118
Concourse Financial Group Securities
Alabama
$31K +$7.29K +300 +30%
ADL
119
Asset Dedication LLC
California
$30K
BAM
120
Bellevue Asset Management
Washington
$26K +$292 +12 +1%
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$18K -$20.8K -856 -53%
AF
122
Allworth Financial
California
$17K +$17K +700 New
Morgan Stanley
123
Morgan Stanley
New York
$14K +$2.46K +101 +20%
CCM
124
Covington Capital Management
California
$14K +$14.6K +600 New
HA
125
Herold Advisors
New York
$12.1K +$12.2K +500 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.