Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
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.
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: 2 → 2 (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: 122 → 120 (-2)
8% less capital invested
Capital invested by funds: $116M → $107M (-$9.05M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HGERS
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
+$417K |
| 2 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$408K |
| 3 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$335K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$328K |
| 5 |
CC
Copperleaf Capital
Raleigh,
North Carolina
|
+$264K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Asset Allocation Strategies
Farmington,
Michigan
|
-$6.1M |
| 2 |
Jane Street
New York
|
-$853K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$823K |
| 4 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$679K |
| 5 |
LPL Financial
San Diego,
California
|
-$619K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IFG
126
Independent Financial Group
San Diego,
California
| – | -$202K | -10,303 | Closed |
|
|
SWM
127
SeaCrest Wealth Management
Purchase,
New York
| – | -$199K | -10,174 | Closed |
|
|
AWM
128
Accurate Wealth Management
Wesley Chapel,
Florida
| – | -$24.2K | -1,200 | Closed |
|
|
MSCM
129
McElhenny Sheffield Capital Management
Dallas,
Texas
| – | -$22K | -1,125 | Closed |
|
130
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$10K | -510 | Closed |
|
|
USCWA
131
U.S. Capital Wealth Advisors
Austin,
Texas
| – | -$2.51K | -128 | 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.