We are live on ! Find out more
HNDL icon

Strategy Shares Nasdaq 7HANDL Index ETF

107 hedge funds and large institutions have $85.8M invested in Strategy Shares Nasdaq 7HANDL Index ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $171K | Put options by funds: $79K

0.6% more ownership

Funds ownership: 10.95%11.54% (+0.6%)

0% more capital invested

Capital invested by funds: $85.7M → $85.8M (+$123K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 110107 (-3)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

21% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 38

Holders
107
Holders Change
-3
Holders Change %
-2.73%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
30
Reduced
38
Closed
17
Calls
$171K
Puts
$79K
Net Calls
+$92K
Net Calls Change
-$367K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$16.8M -$631K -28,784 -4%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$9.71M +$9.97M +455,021 New
KC
3
Kades & Cheifetz
Pennsylvania
$9.64M -$153K -6,982 -2%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$7.91M +$25.5K +1,162 +0.3%
PAG
5
Private Advisor Group
New Jersey
$2.87M -$108K -4,907 -4%
BFG
6
Berger Financial Group
Minnesota
$2.71M -$2.09M -95,441 -43%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.63M +$159K +7,232 +6%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$2.27M -$28.6K -1,305 -1%
NFSG
9
Newbridge Financial Services Group
Florida
$2.01M +$284K +12,935 +16%
RL
10
Retireful LLC
Michigan
$1.79M -$21.3K -974 -1%
MML Investors Services
11
MML Investors Services
Massachusetts
$1.44M +$18.7K +852 +1%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.36M -$21.8K -995 -2%
Creative Planning
13
Creative Planning
Kansas
$1.24M +$83.1K +3,793 +7%
RA
14
RFG Advisory
Alabama
$1.14M -$570K -26,003 -33%
SWM
15
Spire Wealth Management
Virginia
$1.11M -$178K -8,142 -14%
OC
16
OxenFree Capital
Florida
$1.05M +$767 +35 +0.1%
HI
17
Harbour Investments
Wisconsin
$1.03M -$148K -6,739 -12%
AAS
18
Asset Allocation Strategies
Michigan
$1.01M -$207K -9,447 -17%
AAS
19
Avantax Advisory Services
Texas
$902K +$80.4K +3,670 +10%
LFG
20
Larson Financial Group
Missouri
$845K
AWM
21
Apollon Wealth Management
South Carolina
$826K -$20.3K -926 -2%
SFS
22
Sowell Financial Services
Arkansas
$809K -$3.94K -180 -0.5%
GS
23
GTS Securities
New York
$796K +$80.2K +3,659 +11%
BWA
24
Beam Wealth Advisors
Louisiana
$790K +$8.81K +402 +1%
CCA
25
Cadent Capital Advisors
Oklahoma
$759K -$19.6K -895 -2%

HNDL Hedge Fund Activity: Q4 2024 in Review

107 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) for Q4 2024, worth a combined $85.8M — up 0.14% from $85.7M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of HNDL and 15 opened new positions — a net loss of 2 holders — while 38 trimmed existing stakes and 30 added.

The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $9.97M. The largest seller was Berger Financial Group, cutting an estimated $2.09M.

  • 107 institutional investors held Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) as of Q4 2024, down from 110 in Q3 2024.
  • Funds reported $85.8M of Strategy Shares Nasdaq 7HANDL Index ETF stock for Q4 2024, up 0.14% quarter-over-quarter.
  • 15 funds opened new Strategy Shares Nasdaq 7HANDL Index ETF positions in Q4 2024 and 17 closed out, a net change of -2 holders.
  • The largest Strategy Shares Nasdaq 7HANDL Index ETF buyer in Q4 2024 was Mercer Global Advisors, an estimated $9.97M added.
  • The largest Strategy Shares Nasdaq 7HANDL Index ETF seller in Q4 2024 was Berger Financial Group, an estimated $2.09M sold.

Based on aggregated 13F filings for Q4 2024.