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Orion Portfolio Solutions’s Direxion HCM Tactical Enhanced US ETF HCMT Stock Holding History

Orion Portfolio Solutions’s Portfolio HCMT Stock Details HCMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$53.3M Buy
1,764,212
+136,230
+8% +$4.83M 0.52% 28
2024
Q4 		$58.7M Buy
1,627,982
+145,177
+10% +$5.35M 0.59% 24
2024
Q3 		$52.3M Buy
1,482,805
+222,471
+18% +$7.44M 0.52% 31
2024
Q2 		$42.9M Buy
1,260,334
+18,106
+1% +$560K 0.45% 33
2024
Q1 		$38.4M Buy
1,242,228
+161,869
+15% +$4.66M 0.41% 36
2023
Q4 		$28.3M Buy
1,080,359
+328,411
+44% +$8.05M 0.33% 54
2023
Q3 		$17.9M Buy
751,948
+67,951
+10% +$1.75M 0.22% 99
2023
Q2 		$17.8M Buy
+683,997
New +$17.2M 0.19% 102

Other funds holding HCMT

HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WCM
WealthTrak Capital Management Virginia Beach, Virginia $140M AUM 17% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return

Orion Portfolio Solutions's HCMT Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Direxion HCM Tactical Enhanced US ETF (HCMT) stake by 8.4% in Q1 2025, buying an estimated $4.83M and bringing the position to 1,764,212 shares worth $53.3M. The position accounts for 0.52% of the portfolio, ranked #28.

Orion Portfolio Solutions first reported a position in HCMT in Q2 2023 and has held it in 8 quarters since. The position peaked at $58.7M in Q4 2024. 35 funds tracked by Wall St. Rank hold HCMT as of Q1 2025.

  • Orion Portfolio Solutions held 1,764,212 shares of Direxion HCM Tactical Enhanced US ETF worth $53.3M as of Q1 2025.
  • Orion Portfolio Solutions bought 136,230 Direxion HCM Tactical Enhanced US ETF shares in Q1 2025, an estimated $4.83M.
  • Direxion HCM Tactical Enhanced US ETF made up 0.52% of Orion Portfolio Solutions's portfolio in Q1 2025, its #28 holding.
  • Orion Portfolio Solutions first reported a position in Direxion HCM Tactical Enhanced US ETF in Q2 2023 and has held it in 8 quarters since.
  • Orion Portfolio Solutions's Direxion HCM Tactical Enhanced US ETF position peaked at $58.7M in Q4 2024.
  • 35 funds tracked by Wall St. Rank held Direxion HCM Tactical Enhanced US ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.