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Strategy Shares Nasdaq 7HANDL Index ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 22 (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: 122120 (-2)

8% less capital invested

Capital invested by funds: $116M → $107M (-$9.05M)

Holders
120
Holders Change
-2
Holders Change %
-1.64%
% of All Funds
1.91%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
43
Reduced
43
Closed
11
Calls
$51K
Puts
$6K
Net Calls
+$45K
Net Calls Change
-$125K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$23.2M -$619K -30,727 -3%
Osaic Holdings
2
Osaic Holdings
Arizona
$10.5M -$823K -40,841 -7%
BFG
3
Berger Financial Group
Minnesota
$8.3M -$209K -10,382 -2%
BCA
4
Bay Colony Advisors
Massachusetts
$7.67M +$154K +7,652 +2%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$7.64M +$328K +16,257 +4%
HI
6
Harbour Investments
Wisconsin
$3.5M +$408K +20,233 +13%
CA
7
Cetera Advisors
Colorado
$2.91M +$8.28K +411 +0.3%
AAS
8
Asset Allocation Strategies
Michigan
$1.84M -$6.1M -302,734 -77%
AWM
9
Accel Wealth Management
Iowa
$1.67M -$222K -10,997 -12%
PAG
10
Private Advisor Group
New Jersey
$1.66M -$128K -6,333 -7%
AWS
11
Atria Wealth Solutions
New York
$1.59M -$102K -5,077 -6%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$1.58M +$251K +12,471 +19%
BWP
13
Balboa Wealth Partners
Arizona
$1.51M -$4.8K -238 -0.3%
KA
14
Kovack Advisors
Florida
$1.44M +$104K +5,166 +8%
KC
15
Kades & Cheifetz
Pennsylvania
$1.41M +$213K +10,563 +18%
AI
16
Atria Investments
North Carolina
$1.39M -$192K -9,525 -12%
AWM
17
Apollon Wealth Management
South Carolina
$1.3M +$68.1K +3,379 +6%
AWM
18
AE Wealth Management
Kansas
$1.19M +$51K +2,531 +5%
RA
19
RFG Advisory
Alabama
$992K +$44.3K +2,199 +5%
Creative Planning
20
Creative Planning
Kansas
$972K +$262 +13 +0%
NA
21
NewEdge Advisors
Louisiana
$934K +$149K +7,400 +19%
CAN
22
Cetera Advisor Networks
California
$928K -$249K -12,359 -21%
DAS
23
Dynamic Advisor Solutions
Arizona
$922K -$537K -26,651 -37%
BWA
24
Beam Wealth Advisors
Louisiana
$901K +$13.9K +692 +2%
CCA
25
Cadent Capital Advisors
Oklahoma
$883K -$19.2K -955 -2%

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.