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Strategy Shares Nasdaq 7HANDL Index ETF

116 hedge funds and large institutions have $91.3M invested in Strategy Shares Nasdaq 7HANDL Index ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

12,850% more call options, than puts

Call options by funds: $259K | Put options by funds: $2K

0.34% more ownership

Funds ownership: 10.15%10.49% (+0.34%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $92.5M → $91.3M (-$1.14M)

3% less funds holding

Funds holding: 119116 (-3)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

22% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 41

Holders
116
Holders Change
-3
Holders Change %
-2.52%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
32
Reduced
41
Closed
13
Calls
$259K
Puts
$2K
Net Calls
+$257K
Net Calls Change
+$170K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$17.1M -$538K -25,884 -3%
KC
2
Kades & Cheifetz
Pennsylvania
$9.15M +$4.35M +209,183 +94%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$7.62M -$239K -11,496 -3%
BFG
4
Berger Financial Group
Minnesota
$6.4M -$62.2K -2,990 -1%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$3.91M +$2.37M +113,777 +161%
HI
6
Harbour Investments
Wisconsin
$3.9M +$47.8K +2,299 +1%
Osaic Holdings
7
Osaic Holdings
Arizona
$3.86M -$601K -28,918 -14%
SWM
8
Spire Wealth Management
Virginia
$2.16M +$18.1K +871 +0.9%
CA
9
Cetera Advisors
Colorado
$2.11M -$171K -8,218 -8%
PAG
10
Private Advisor Group
New Jersey
$2.04M +$250K +12,007 +14%
RA
11
RFG Advisory
Alabama
$1.82M +$27.7K +1,332 +2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.45M -$262K -12,593 -16%
Creative Planning
13
Creative Planning
Kansas
$1.38M +$351K +16,904 +35%
MML Investors Services
14
MML Investors Services
Massachusetts
$1.29M -$132K -6,367 -9%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.17M -$513K -24,677 -31%
AWM
16
Apollon Wealth Management
South Carolina
$1.1M -$67.4K -3,240 -6%
AAS
17
Asset Allocation Strategies
Michigan
$1.02M +$173K +8,328 +21%
AWM
18
Accel Wealth Management
Iowa
$1.01M -$37.5K -1,803 -4%
OC
19
OxenFree Capital
Florida
$882K +$4.95K +238 +0.6%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$845K +$27.7K +1,333 +3%
CCA
21
Cadent Capital Advisors
Oklahoma
$835K -$56.6K -2,722 -6%
NA
22
NewEdge Advisors
Louisiana
$826K -$43.7K -2,100 -5%
BWA
23
Beam Wealth Advisors
Louisiana
$812K -$57.1K -2,747 -7%
AAS
24
Avantax Advisory Services
Texas
$809K +$27.7K +1,332 +4%
SFS
25
Sowell Financial Services
Arkansas
$805K +$333 +16 +0%

HNDL Hedge Fund Activity: Q1 2024 in Review

116 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) for Q1 2024, worth a combined $91.3M — down 1.2% from $92.5M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of HNDL and 11 opened new positions — a net loss of 2 holders — while 41 trimmed existing stakes and 32 added.

The largest buyer was Kades & Cheifetz, adding an estimated $4.35M. The largest seller was Allworth Financial, cutting an estimated $4.05M.

  • 116 institutional investors held Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) as of Q1 2024, down from 119 in Q4 2023.
  • Funds reported $91.3M of Strategy Shares Nasdaq 7HANDL Index ETF stock for Q1 2024, down 1.2% quarter-over-quarter.
  • 11 funds opened new Strategy Shares Nasdaq 7HANDL Index ETF positions in Q1 2024 and 13 closed out, a net change of -2 holders.
  • The largest Strategy Shares Nasdaq 7HANDL Index ETF buyer in Q1 2024 was Kades & Cheifetz, an estimated $4.35M added.
  • The largest Strategy Shares Nasdaq 7HANDL Index ETF seller in Q1 2024 was Allworth Financial, an estimated $4.05M sold.

Based on aggregated 13F filings for Q1 2024.