Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
123 hedge funds and large institutions have $110M invested in Strategy Shares Nasdaq 7HANDL Index ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 40 reducing their positions, and 13 closing their positions.
46% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 13
3% more funds holding
Funds holding: 120 → 123 (+3)
3% more capital invested
Capital invested by funds: $107M → $110M (+$3.05M)
0.59% more ownership
Funds ownership: 9.95% → 10.54% (+0.59%)
3% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 40
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Asset Allocation Strategies
Farmington,
Michigan
|
+$4.32M |
| 2 |
AF
Allworth Financial
Folsom,
California
|
+$4.29M |
| 3 |
RL
Retireful LLC
Haslett,
Michigan
|
+$2.41M |
| 4 |
BCA
Bay Colony Advisors
Concord,
Massachusetts
|
+$557K |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$339K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.79M |
| 2 |
LPL Financial
San Diego,
California
|
-$2.78M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.39M |
| 4 |
BFG
Berger Financial Group
Plymouth,
Minnesota
|
-$1.38M |
| 5 |
BWP
Balboa Wealth Partners
Scottsdale,
Arizona
|
-$1.11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VWA
126
Visionary Wealth Advisors
O'fallon,
Illinois
| – | -$366K | -18,108 | Closed |
|
|
WANY
127
Wealthspire Advisors (New York)
New York
| – | -$320K | -15,810 | Closed |
|
|
CC
128
Copperleaf Capital
Raleigh,
North Carolina
| – | -$265K | -13,083 | Closed |
|
|
SEA
129
Stegent Equity Advisors
Houston,
Texas
| – | -$249K | -12,322 | Closed |
|
130
Citadel Advisors
Miami,
Florida
| – | -$231K | -11,430 | Closed |
|
|
AAS
131
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$157K | -7,771 | Closed |
|
|
BAM
132
Belpointe Asset Management
Reno,
Nevada
| – | -$35.1K | -1,736 | Closed |
|
|
SWM
133
Spire Wealth Management
Mclean,
Virginia
| – | -$19.9K | -983 | Closed |
|
|
BTI
134
Blue Trust Inc
Alpharetta,
Georgia
| – | -$10K | -500 | Closed |
|
135
Simplex Trading
Chicago,
Illinois
| – | -$1K | -95 | Closed |
|
|
HPC
136
HM Payson & Co
Portland,
Maine
| – | -$183 | -9 | Closed |
|
HNDL Hedge Fund Activity: Q2 2023 in Review
123 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) for Q2 2023, worth a combined $110M — up 2.9% from $107M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new HNDL positions and 13 closed out — a net gain of 6 holders — while 39 added to existing stakes and 40 trimmed.
The largest buyer was Asset Allocation Strategies, adding an estimated $4.32M. The largest seller was Osaic Holdings, cutting an estimated $2.79M.
- 123 institutional investors held Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) as of Q2 2023, up from 120 in Q1 2023.
- Funds reported $110M of Strategy Shares Nasdaq 7HANDL Index ETF stock for Q2 2023, up 2.9% quarter-over-quarter.
- 19 funds opened new Strategy Shares Nasdaq 7HANDL Index ETF positions in Q2 2023 and 13 closed out, a net change of +6 holders.
- The largest Strategy Shares Nasdaq 7HANDL Index ETF buyer in Q2 2023 was Asset Allocation Strategies, an estimated $4.32M added.
- The largest Strategy Shares Nasdaq 7HANDL Index ETF seller in Q2 2023 was Osaic Holdings, an estimated $2.79M sold.
Based on aggregated 13F filings for Q2 2023.