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Strategy Shares Nasdaq 7HANDL Index ETF
HNDL

125 hedge funds and large institutions have $115M invested in Strategy Shares Nasdaq 7HANDL Index ETF in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

2% more funds holding

Funds holding: 123 → 125 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.05% less ownership

Funds ownership: 9.81% → 9.76% (-0.05%)

11% less capital invested

Capital invested by funds: $129M → $115M (-$14.4M)

14% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 43

Holders
125
Holders Change
+2
Holders Change %
+1.63%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
37
Reduced
43
Closed
15
Calls
$250K
Puts
–
Net Calls
+$250K
Net Calls Change
-$5K

Top Buyers

1
AWM
Axxcess Wealth Management
California
+$1.22M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$930K
3
OPW
Oxler Private Wealth
New York
+$850K
4
FANJ
Financial Architects (New Jersey)
New Jersey
+$644K
5
PFS
Prospera Financial Services
Texas
+$498K

Top Sellers

1
AWS
Atria Wealth Solutions
New York
-$2.1M
2
BFG
Berger Financial Group
Minnesota
-$1.99M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.1M
4
KAS
Kestra Advisory Services
Texas
-$993K
5
CCIA
Cherry Creek Investment Advisors
Colorado
-$521K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$23.1M -$440K -20,688 -2%
BFG
2
Berger Financial Group
Minnesota
$8.51M -$1.99M -93,810 -17%
Osaic Holdings
3
Osaic Holdings
Arizona
$8.41M -$1.1M -51,815 -11%
BCA
4
Bay Colony Advisors
Massachusetts
$7.32M +$141K +6,648 +2%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$6.92M +$290K +13,647 +4%
AWS
6
Atria Wealth Solutions
New York
$3.82M -$2.1M -98,739 -33%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$3.31M -$220K -10,347 -6%
PAG
8
Private Advisor Group
New Jersey
$3M +$88.9K +4,181 +3%
CA
9
Cetera Advisors
Colorado
$2.79M +$70.5K +3,319 +2%
AWM
10
AE Wealth Management
Kansas
$2.58M -$143K -6,746 -5%
HI
11
Harbour Investments
Wisconsin
$2.36M – – –
AWM
12
Accel Wealth Management
Iowa
$1.75M +$16.8K +789 +0.9%
APA
13
American Portfolios Advisors
New York
$1.59M +$120K +5,655 +7%
AI
14
Atria Investments
North Carolina
$1.57M -$38K -1,786 -2%
KA
15
Kovack Advisors
Florida
$1.47M -$169K -7,937 -9%
DAS
16
Dynamic Advisor Solutions
Arizona
$1.45M -$436K -20,526 -21%
CAGAS
17
Capital Advisory Group Advisory Services
Minnesota
$1.44M -$239K -11,250 -13%
BWP
18
Balboa Wealth Partners
Arizona
$1.38M +$1.52M +71,637 New
MML Investors Services
19
MML Investors Services
Massachusetts
$1.33M +$428K +20,159 +41%
CAN
20
Cetera Advisor Networks
California
$1.16M -$184K -8,651 -12%
AWM
21
Axxcess Wealth Management
California
$1.1M +$1.22M +57,240 New
WWM
22
Western Wealth Management
Colorado
$1.02M -$5.18K -244 -0.5%
WIA
23
World Investment Advisors
California
$1.01M +$7.86K +370 +0.7%
CCA
24
Cadent Capital Advisors
Oklahoma
$990K -$109K -5,107 -9%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$985K -$192K -9,014 -15%
1
2 3 4 5

HNDL Hedge Fund Activity: Q3 2022 in Review

125 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) for Q3 2022, worth a combined $115M — down 11% from $129M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new HNDL positions and 15 closed out — a net gain of 4 holders — while 37 added to existing stakes and 43 trimmed.

The largest buyer was Axxcess Wealth Management, opening a new position worth an estimated $1.22M. The largest seller was Atria Wealth Solutions, cutting an estimated $2.1M.

  • 125 institutional investors held Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) as of Q3 2022, up from 123 in Q2 2022.
  • Funds reported $115M of Strategy Shares Nasdaq 7HANDL Index ETF stock for Q3 2022, down 11% quarter-over-quarter.
  • 19 funds opened new Strategy Shares Nasdaq 7HANDL Index ETF positions in Q3 2022 and 15 closed out, a net change of +4 holders.
  • The largest Strategy Shares Nasdaq 7HANDL Index ETF buyer in Q3 2022 was Axxcess Wealth Management, an estimated $1.22M added.
  • The largest Strategy Shares Nasdaq 7HANDL Index ETF seller in Q3 2022 was Atria Wealth Solutions, an estimated $2.1M sold.

Based on aggregated 13F filings for Q3 2022.