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Strategy Shares Nasdaq 7HANDL Index ETF

120 hedge funds and large institutions have $107M invested in Strategy Shares Nasdaq 7HANDL Index ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more call options, than puts

Call options by funds: $51K | Put options by funds: $6K

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 43

0.44% less ownership

Funds ownership: 10.39%9.95% (-0.44%)

2% less funds holding

Funds holding: 122120 (-2)

8% less capital invested

Capital invested by funds: $116M → $107M (-$9.05M)

Holders
120
Holders Change
-2
Holders Change %
-1.64%
% of All Funds
1.91%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
43
Reduced
43
Closed
11
Calls
$51K
Puts
$6K
Net Calls
+$45K
Net Calls Change
-$125K
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
101
Benjamin F. Edwards & Company
Missouri
$14K
TCPG
102
Trivant Custom Portfolio Group
California
$11.6K +$11.5K +572 New
HCP
103
Hexagon Capital Partners
Arkansas
$10.1K
NSIM
104
North Star Investment Management
Illinois
$10.1K
BTI
105
Blue Trust Inc
Georgia
$10K
CAL
106
Capital Advisors Ltd
Ohio
$9K +$141 +7 +2%
AF
107
Allworth Financial
California
$8.39K +$4.11K +204 +97%
CIA
108
Cape Investment Advisory
Georgia
$8.09K +$8.06K +400 New
SPIA
109
Steward Partners Investment Advisory
New York
$7.75K +$5.7K +283 +283%
IA
110
IFP Advisors
Florida
$7.25K -$102K -5,051 -94%
CFGS
111
Concourse Financial Group Securities
Alabama
$6.07K
FDCDDQ
112
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.56K
TFGT
113
TS Financial Group (TSFG)
Illinois
$5K +$81 +4 +2%
SJIM
114
St. Johns Investment Management
Florida
$2.93K +$826 +41 +39%
Commonwealth Equity Services
115
Commonwealth Equity Services
Massachusetts
$2.65K -$499K -24,783 -16%
CAL
116
Capital Analysts LLC
Pennsylvania
$1K -$4.59K -228 -88%
Simplex Trading
117
Simplex Trading
Illinois
$1K -$1.19K -59 -38%
GGI
118
Godsey & Gibb Inc
Virginia
$810 +$806 +40 New
HPC
119
HM Payson & Co
Maine
$183 +$181 +9 New
Fidelity Investments
120
Fidelity Investments
Massachusetts
$20 -$81 -4 -80%
RIA
121
Regal Investment Advisors
Michigan
-$679K -34,671 Closed
BCM
122
Brookstone Capital Management
Illinois
-$323K -15,989 Closed
WS
123
Wedbush Securities
California
-$240K -12,237 Closed
Truist Financial
124
Truist Financial
North Carolina
-$227K -11,604 Closed
KAS
125
Kestra Advisory Services
Texas
-$209K -10,673 Closed

HNDL Hedge Fund Activity: Q1 2023 in Review

120 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) for Q1 2023, worth a combined $107M — down 7.8% from $116M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new HNDL positions and 11 closed out — a net gain of 1 holder — while 43 added to existing stakes and 43 trimmed.

The largest buyer was Householder Group Estate & Retirement Specialist, opening a new position worth an estimated $417K. The largest seller was Asset Allocation Strategies, cutting an estimated $6.1M.

  • 120 institutional investors held Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) as of Q1 2023, down from 122 in Q4 2022.
  • Funds reported $107M of Strategy Shares Nasdaq 7HANDL Index ETF stock for Q1 2023, down 7.8% quarter-over-quarter.
  • 12 funds opened new Strategy Shares Nasdaq 7HANDL Index ETF positions in Q1 2023 and 11 closed out, a net change of +1 holder.
  • The largest Strategy Shares Nasdaq 7HANDL Index ETF buyer in Q1 2023 was Householder Group Estate & Retirement Specialist, an estimated $417K added.
  • The largest Strategy Shares Nasdaq 7HANDL Index ETF seller in Q1 2023 was Asset Allocation Strategies, an estimated $6.1M sold.

Based on aggregated 13F filings for Q1 2023.