We are live on ! Find out more
HNDL icon

Strategy Shares Nasdaq 7HANDL Index ETF

122 hedge funds and large institutions have $116M invested in Strategy Shares Nasdaq 7HANDL Index ETF in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 49 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,700% more call options, than puts

Call options by funds: $180K | Put options by funds: $10K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

1% more capital invested

Capital invested by funds: $115M → $116M (+$805K)

0.63% more ownership

Funds ownership: 9.76%10.39% (+0.63%)

2% less funds holding

Funds holding: 125122 (-3)

11% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 18

22% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 49

Holders
122
Holders Change
-3
Holders Change %
-2.4%
% of All Funds
1.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
38
Reduced
49
Closed
18
Calls
$180K
Puts
$10K
Net Calls
+$170K
Net Calls Change
-$80K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
101
Bank of America
North Carolina
$19.7K
HCM
102
Hollencrest Capital Management
California
$19.1K +$19.3K +975 New
GWM
103
Geneos Wealth Management
Colorado
$17.6K -$7.91K -400 -31%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$15.1K -$42.1K -2,129 -74%
BFEC
105
Benjamin F. Edwards & Company
Missouri
$14K -$257K -13,000 -95%
SBL
106
Sargent Bickham Lagudis
Colorado
$12.9K
BTI
107
Blue Trust Inc
Georgia
$10K
Royal Bank of Canada
108
Royal Bank of Canada
Ontario, Canada
$10K +$10.1K +510 New
HCP
109
Hexagon Capital Partners
Arkansas
$9.79K
NSIM
110
North Star Investment Management
Illinois
$9.79K
CAL
111
Capital Advisors Ltd
Ohio
$8K +$158 +8 +2%
CFGS
112
Concourse Financial Group Securities
Alabama
$5.87K
FDCDDQ
113
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.38K +$5.44K +275 New
CAL
114
Capital Analysts LLC
Pennsylvania
$5K
AF
115
Allworth Financial
California
$4.13K +$79 +4 +2%
TFGT
116
TS Financial Group (TSFG)
Illinois
$4K +$79 +4 +2%
Simplex Trading
117
Simplex Trading
Illinois
$3K -$25.3K -1,280 -89%
GJIA
118
Glass Jacobson Investment Advisors
Maryland
$2.94K +$2.97K +150 New
USCWA
119
U.S. Capital Wealth Advisors
Texas
$2.51K +$2.53K +128 New
SJIM
120
St. Johns Investment Management
Florida
$2.04K +$870 +44 +73%
SPIA
121
Steward Partners Investment Advisory
New York
$1.96K -$158K -8,000 -99%
Fidelity Investments
122
Fidelity Investments
Massachusetts
$98 +$40 +2 +67%
AWM
123
Axxcess Wealth Management
California
-$1.1M -57,240 Closed
WIA
124
World Investment Advisors
California
-$1.01M -52,613 Closed
OPW
125
Oxler Private Wealth
New York
-$35.4K -40,000 Closed

HNDL Hedge Fund Activity: Q4 2022 in Review

122 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) for Q4 2022, worth a combined $116M — up 0.7% from $115M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of HNDL and 16 opened new positions — a net loss of 2 holders — while 49 trimmed existing stakes and 38 added.

The largest buyer was Osaic Holdings, adding an estimated $2.36M. The largest seller was Atria Wealth Solutions, cutting an estimated $2.28M.

  • 122 institutional investors held Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) as of Q4 2022, down from 125 in Q3 2022.
  • Funds reported $116M of Strategy Shares Nasdaq 7HANDL Index ETF stock for Q4 2022, up 0.7% quarter-over-quarter.
  • 16 funds opened new Strategy Shares Nasdaq 7HANDL Index ETF positions in Q4 2022 and 18 closed out, a net change of -2 holders.
  • The largest Strategy Shares Nasdaq 7HANDL Index ETF buyer in Q4 2022 was Osaic Holdings, an estimated $2.36M added.
  • The largest Strategy Shares Nasdaq 7HANDL Index ETF seller in Q4 2022 was Atria Wealth Solutions, an estimated $2.28M sold.

Based on aggregated 13F filings for Q4 2022.