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Strategy Shares Nasdaq 7HANDL Index ETF

108 hedge funds and large institutions have $86.7M invested in Strategy Shares Nasdaq 7HANDL Index ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

11,750% more call options, than puts

Call options by funds: $237K | Put options by funds: $2K

6% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 34

0.22% more ownership

Funds ownership: 10.49%10.71% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $91.3M → $86.7M (-$4.68M)

7% less funds holding

Funds holding: 116108 (-8)

33% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 15

Holders
108
Holders Change
-8
Holders Change %
-6.9%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
36
Reduced
34
Closed
15
Calls
$237K
Puts
$2K
Net Calls
+$235K
Net Calls Change
-$22K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
101
UBS Group
Switzerland
$2.28K -$13.7K -663 -86%
GWM
102
Geneos Wealth Management
Colorado
$2.11K
CAS
103
Coppell Advisory Solutions
Texas
$1.5K +$1.47K +71 New
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$1.08K -$60K -2,895 -98%
CAL
105
Capital Analysts LLC
Pennsylvania
$1K
AssetMark Inc
106
AssetMark Inc
California
$549 +$539 +26 New
ACM
107
Anfield Capital Management
California
$21
Fidelity Investments
108
Fidelity Investments
Massachusetts
$21
LA
109
Lifeworks Advisors
Michigan
-$467K -22,000 Closed
PI
110
PFG Investments
New York
-$302K -14,250 Closed
LNC
111
Lincoln National Corp
Pennsylvania
-$298K -14,031 Closed
Mariner
112
Mariner
Kansas
-$296K -13,957 Closed
IGWM
113
ICA Group Wealth Management
Colorado
-$233K -11,000 Closed
IWA
114
IVC Wealth Advisors
Pennsylvania
-$233K -11,000 Closed
AWS
115
Atria Wealth Solutions
New York
-$211K -9,962 Closed
Comerica Bank
116
Comerica Bank
Texas
-$63.6K -3,000 Closed
BCMLT
117
Beacon Capital Management LLC (Tennessee)
Tennessee
-$29.4K -1,385 Closed
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
-$15.9K -750 Closed
TCPG
119
Trivant Custom Portfolio Group
California
-$13K -614 Closed
FIM
120
Fernwood Investment Management
Massachusetts
-$11.3K -534 Closed
Simplex Trading
121
Simplex Trading
Illinois
-$2K -125 Closed
CFD
122
Creative Financial Designs
Indiana
-$2.12K -100 Closed
DJSG
123
D.J. St. Germain
Massachusetts
-$1.55K -75 Closed

HNDL Hedge Fund Activity: Q2 2024 in Review

108 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) for Q2 2024, worth a combined $86.7M — down 5.1% from $91.3M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of HNDL and 10 opened new positions — a net loss of 5 holders — while 34 trimmed existing stakes and 36 added.

The largest buyer was Newbridge Financial Services Group, adding an estimated $840K. The largest seller was Osaic Holdings, cutting an estimated $1.32M.

  • 108 institutional investors held Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) as of Q2 2024, down from 116 in Q1 2024.
  • Funds reported $86.7M of Strategy Shares Nasdaq 7HANDL Index ETF stock for Q2 2024, down 5.1% quarter-over-quarter.
  • 10 funds opened new Strategy Shares Nasdaq 7HANDL Index ETF positions in Q2 2024 and 15 closed out, a net change of -5 holders.
  • The largest Strategy Shares Nasdaq 7HANDL Index ETF buyer in Q2 2024 was Newbridge Financial Services Group, an estimated $840K added.
  • The largest Strategy Shares Nasdaq 7HANDL Index ETF seller in Q2 2024 was Osaic Holdings, an estimated $1.32M sold.

Based on aggregated 13F filings for Q2 2024.