Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
117 hedge funds and large institutions have $106M invested in Strategy Shares Nasdaq 7HANDL Index ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 40 reducing their positions, and 16 closing their positions.
300% more call options, than puts
Call options by funds: $40K | Put options by funds: $10K
0.95% more ownership
Funds ownership: 10.54% → 11.49% (+0.95%)
3% less capital invested
Capital invested by funds: $110M → $106M (-$3.56M)
8% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 40
5% less funds holding
Funds holding: 123 → 117 (-6)
19% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 16
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$3.93M |
| 2 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$1.99M |
| 3 |
KC
Kades & Cheifetz
Berwyn,
Pennsylvania
|
+$1.63M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$919K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$711K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RL
Retireful LLC
Haslett,
Michigan
|
-$2.43M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.72M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.24M |
| 4 |
KWA
Kingswood Wealth Advisors
San Diego,
California
|
-$378K |
| 5 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$348K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Koshinski Asset Management
Decatur,
Illinois
| – | -$206K | -10,120 | Closed |
|
|
GWSG
127
GPS Wealth Strategies Group
Centennial,
Colorado
| – | -$102K | -5,000 | Closed |
|
|
RI
128
Ridgewood Investments
Springfield,
New Jersey
| – | -$81.3K | -4,000 | Closed |
|
|
CTC
129
Central Trust Company
Jefferson City,
Missouri
| – | -$32.3K | -1,590 | Closed |
|
|
WP
130
WealthPLAN Partners
Omaha,
Nebraska
| – | -$28.7K | -1,412 | Closed |
|
131
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$14.1K | -694 | Closed |
|
|
GGI
132
Godsey & Gibb Inc
Richmond,
Virginia
| – | -$814 | -40 | Closed |
|
|
FBC
133
Fairfield, Bush & Co
Darien,
Connecticut
| – | -$224 | -11 | Closed |
|
HNDL Hedge Fund Activity: Q3 2023 in Review
117 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) for Q3 2023, worth a combined $106M — down 3.2% from $110M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of HNDL and 13 opened new positions — a net loss of 3 holders — while 40 trimmed existing stakes and 37 added.
The largest buyer was GeoWealth Management, opening a new position worth an estimated $3.93M. The largest seller was Retireful LLC, exiting entirely with an estimated $2.43M sold.
- 117 institutional investors held Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) as of Q3 2023, down from 123 in Q2 2023.
- Funds reported $106M of Strategy Shares Nasdaq 7HANDL Index ETF stock for Q3 2023, down 3.2% quarter-over-quarter.
- 13 funds opened new Strategy Shares Nasdaq 7HANDL Index ETF positions in Q3 2023 and 16 closed out, a net change of -3 holders.
- The largest Strategy Shares Nasdaq 7HANDL Index ETF buyer in Q3 2023 was GeoWealth Management, an estimated $3.93M added.
- The largest Strategy Shares Nasdaq 7HANDL Index ETF seller in Q3 2023 was Retireful LLC, an estimated $2.43M sold.
Based on aggregated 13F filings for Q3 2023.