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Strategy Shares Nasdaq 7HANDL Index ETF

99 hedge funds and large institutions have $72.4M invested in Strategy Shares Nasdaq 7HANDL Index ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 32

1.17% less ownership

Funds ownership: 11.54%10.37% (-1.2%)

7% less funds holding

Funds holding: 10799 (-8)

16% less capital invested

Capital invested by funds: $85.8M → $72.4M (-$13.4M)

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
99
Holders Change
-8
Holders Change %
-7.48%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
29
Reduced
32
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$15.1M -$1.55M -72,364 -9%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$9.27M -$330K -15,396 -3%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$7.9M +$77.2K +3,602 +1%
Osaic Holdings
4
Osaic Holdings
Arizona
$4.41M +$1.84M +86,039 +70%
PAG
5
Private Advisor Group
New Jersey
$2.67M -$170K -7,953 -6%
BFG
6
Berger Financial Group
Minnesota
$2.27M -$416K -19,429 -15%
NFSG
7
Newbridge Financial Services Group
Florida
$2.19M +$207K +9,666 +10%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$2.1M -$146K -6,807 -6%
MML Investors Services
9
MML Investors Services
Massachusetts
$1.36M -$63.8K -2,978 -4%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.34M -$8.25K -385 -0.6%
Creative Planning
11
Creative Planning
Kansas
$1.22M -$2.98K -139 -0.2%
RA
12
RFG Advisory
Alabama
$1.09M -$34.5K -1,609 -3%
SA
13
Sanctuary Advisors
Indiana
$993K +$1.01M +47,076 New
HI
14
Harbour Investments
Wisconsin
$972K -$50.7K -2,367 -5%
AAS
15
Asset Allocation Strategies
Michigan
$971K -$18.5K -861 -2%
OC
16
OxenFree Capital
Florida
$953K -$15K -698 -1%
JP Morgan Chase
17
JP Morgan Chase
New York
$949K +$935K +43,608 +3,122%
AAS
18
Avantax Advisory Services
Texas
$931K +$40K +1,867 +4%
LFG
19
Larson Financial Group
Missouri
$918K +$83.6K +3,900 +10%
VF
20
Virtu Financial
New York
$857K +$458K +21,386 +111%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$846K +$233K +10,853 +37%
SFS
22
Sowell Financial Services
Arkansas
$800K +$429 +20 +0.1%
NA
23
NewEdge Advisors
Louisiana
$736K -$10.7K -500 -1%
CCA
24
Cadent Capital Advisors
Oklahoma
$709K -$41.3K -1,926 -5%
AWM
25
Accel Wealth Management
Iowa
$664K -$4.95K -231 -0.7%

HNDL Hedge Fund Activity: Q1 2025 in Review

99 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) for Q1 2025, worth a combined $72.4M — down 16% from $85.8M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of HNDL and 8 opened new positions — a net loss of 6 holders — while 32 trimmed existing stakes and 29 added.

The largest buyer was Osaic Holdings, adding an estimated $1.84M. The largest seller was Retireful LLC, exiting entirely with an estimated $1.79M sold.

  • 99 institutional investors held Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) as of Q1 2025, down from 107 in Q4 2024.
  • Funds reported $72.4M of Strategy Shares Nasdaq 7HANDL Index ETF stock for Q1 2025, down 16% quarter-over-quarter.
  • 8 funds opened new Strategy Shares Nasdaq 7HANDL Index ETF positions in Q1 2025 and 14 closed out, a net change of -6 holders.
  • The largest Strategy Shares Nasdaq 7HANDL Index ETF buyer in Q1 2025 was Osaic Holdings, an estimated $1.84M added.
  • The largest Strategy Shares Nasdaq 7HANDL Index ETF seller in Q1 2025 was Retireful LLC, an estimated $1.79M sold.

Based on aggregated 13F filings for Q1 2025.