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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
BAM
101
Bellevue Asset Management
Washington
$7.42K – – –
CFGS
102
Concourse Financial Group Securities
Alabama
$6.36K – – –
IA
103
IFP Advisors
Florida
$6.36K – – –
FDCDDQ
104
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.83K – – –
TFGT
105
TS Financial Group (TSFG)
Illinois
$5K +$83 +4 +2%
CIA
106
Cape Investment Advisory
Georgia
$4.24K – – –
SJIM
107
St. Johns Investment Management
Florida
$4.24K +$478 +23 +13%
CIBC Private Wealth Group
108
CIBC Private Wealth Group
Georgia
$4.01K +$3.97K +191 New
GJIA
109
Glass Jacobson Investment Advisors
Maryland
$3.18K – – –
CFD
110
Creative Financial Designs
Indiana
$2.12K – – –
GWM
111
Geneos Wealth Management
Colorado
$2.12K – – –
Simplex Trading
112
Simplex Trading
Illinois
$2K +$540 +26 +26%
DJSG
113
D.J. St. Germain
Massachusetts
$1.59K – – –
CAL
114
Capital Analysts LLC
Pennsylvania
$1K – – –
ACM
115
Anfield Capital Management
California
$27 +$21 +1 New
Fidelity Investments
116
Fidelity Investments
Massachusetts
$21 -$21 -1 -50%
VF
117
Virtu Financial
New York
– -$585K -28,275 Closed
AWM
118
AE Wealth Management
Kansas
– -$556K -26,916 Closed
FFN
119
Focus Financial Network
Minnesota
– -$444K -21,467 Closed
BWP
120
Balboa Wealth Partners
Arizona
– -$295K -14,275 Closed
AFP
121
Ausdal Financial Partners
Iowa
– -$290K -14,025 Closed
CWA
122
Clearview Wealth Advisors
Oregon
– -$272K -13,167 Closed
Koshinski Asset Management
123
Koshinski Asset Management
Illinois
– -$262K -12,650 Closed
ORC
124
O'Rourke & Company
Massachusetts
– -$239K -11,554 Closed
Truist Financial
125
Truist Financial
North Carolina
– -$207K -10,002 Closed
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.