We are live on ! Find out more
HNDL icon

Strategy Shares Nasdaq 7HANDL Index ETF

140 hedge funds and large institutions have $167M invested in Strategy Shares Nasdaq 7HANDL Index ETF in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 69 increasing their positions, 23 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 23

81% more call options, than puts

Call options by funds: $971K | Put options by funds: $535K

80% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 20

21% more capital invested

Capital invested by funds: $138M → $167M (+$29.1M)

9% more funds holding

Funds holding: 128140 (+12)

0.99% more ownership

Funds ownership: 9.26%10.25% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
140
Holders Change
+12
Holders Change %
+9.38%
% of All Funds
2.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
69
Reduced
23
Closed
20
Calls
$971K
Puts
$535K
Net Calls
+$436K
Net Calls Change
+$779K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$31.3M +$5.06M +208,112 +19%
Osaic Holdings
2
Osaic Holdings
Arizona
$13.1M +$1.58M +65,065 +13%
BFG
3
Berger Financial Group
Minnesota
$12.9M +$1.44M +59,179 +12%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$8M +$848K +34,877 +12%
AWS
5
Atria Wealth Solutions
New York
$7.6M +$7.66M +315,203 New
KAS
6
Kestra Advisory Services
Texas
$7.47M +$7.16M +294,394 +1,899%
BCA
7
Bay Colony Advisors
Massachusetts
$5.32M +$710K +29,201 +15%
SOS
8
Silver Oak Securities
Tennessee
$4.94M +$5.11M +210,409 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$4.37M +$471K +19,378 +12%
PAG
10
Private Advisor Group
New Jersey
$3.62M +$1.14M +46,956 +46%
CA
11
Cetera Advisors
Colorado
$3.14M +$1.11M +45,667 +54%
AWM
12
AE Wealth Management
Kansas
$2.91M +$241K +9,913 +9%
DAS
13
Dynamic Advisor Solutions
Arizona
$2.85M +$54.6K +2,247 +2%
AI
14
Atria Investments
North Carolina
$2.65M +$2.67M +109,698 New
VWA
15
Visionary Wealth Advisors
Illinois
$2.24M +$1.44M +59,225 +175%
KA
16
Kovack Advisors
Florida
$2.18M +$716K +29,453 +48%
AWM
17
Accel Wealth Management
Iowa
$2.17M +$26.8K +1,103 +1%
APA
18
American Portfolios Advisors
New York
$2.08M +$1.53M +62,763 +269%
CAGAS
19
Capital Advisory Group Advisory Services
Minnesota
$2.07M -$75.3K -3,100 -3%
CAN
20
Cetera Advisor Networks
California
$1.77M +$185K +7,594 +12%
CCA
21
Cadent Capital Advisors
Oklahoma
$1.73M +$228K +9,391 +15%
WWM
22
Western Wealth Management
Colorado
$1.46M +$658K +27,085 +81%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.44M +$368K +15,148 +34%
AAS
24
Avantax Advisory Services
Texas
$1.27M +$34.4K +1,415 +3%
Koshinski Asset Management
25
Koshinski Asset Management
Illinois
$1.24M +$888K +36,548 +244%

HNDL Hedge Fund Activity: Q1 2022 in Review

140 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) for Q1 2022, worth a combined $167M — up 21% from $138M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new HNDL positions and 20 closed out — a net gain of 16 holders — while 69 added to existing stakes and 23 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $7.16M. The largest seller was Axxcess Wealth Management, exiting entirely with an estimated $2.22M sold.

  • 140 institutional investors held Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) as of Q1 2022, up from 128 in Q4 2021.
  • Funds reported $167M of Strategy Shares Nasdaq 7HANDL Index ETF stock for Q1 2022, up 21% quarter-over-quarter.
  • 36 funds opened new Strategy Shares Nasdaq 7HANDL Index ETF positions in Q1 2022 and 20 closed out, a net change of +16 holders.
  • The largest Strategy Shares Nasdaq 7HANDL Index ETF buyer in Q1 2022 was Kestra Advisory Services, an estimated $7.16M added.
  • The largest Strategy Shares Nasdaq 7HANDL Index ETF seller in Q1 2022 was Axxcess Wealth Management, an estimated $2.22M sold.

Based on aggregated 13F filings for Q1 2022.