We are live on ! Find out more
HCMT icon

Direxion HCM Tactical Enhanced US ETF

19 hedge funds and large institutions have $162M invested in Direxion HCM Tactical Enhanced US ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

6% more funds holding

Funds holding: 1819 (+1)

3% more capital invested

Capital invested by funds: $157M → $162M (+$4.41M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.43% less ownership

Funds ownership: 102.23%101.81% (-0.43%)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.3%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
6
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Howard Capital Management
Georgia
$96.5M +$21.9M +851,768 +27%
BCI
2
Brinker Capital Investments
Pennsylvania
$17.9M +$1.75M +67,951 +10%
OPS
3
Orion Portfolio Solutions
Nebraska
$17.9M +$1.75M +67,951 +10%
BCM
4
Brookstone Capital Management
Illinois
$10.6M +$177K +6,887 +2%
CI
5
CPR Investments
Michigan
$4.59M -$926K -35,934 -16%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$3.42M -$408K -15,824 -10%
UBS Group
7
UBS Group
Switzerland
$2.38M
FIA
8
Foundations Investment Advisors
Arizona
$1.49M +$285K +11,064 +21%
IA
9
IFP Advisors
Florida
$1.38M -$62.5K -2,428 -4%
GS
10
GTS Securities
New York
$1.35M +$1.46M +56,645 New
LAM
11
Lifestyle Asset Management
Texas
$726K +$788K +30,571 New
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$726K -$48.6K -1,888 -6%
Goldman Sachs
13
Goldman Sachs
New York
$599K -$1.89M -73,385 -74%
Osaic Holdings
14
Osaic Holdings
Arizona
$533K +$110K +4,277 +24%
CAN
15
Cetera Advisor Networks
California
$484K -$29.7K -1,152 -5%
Envestnet Portfolio Solutions
16
Envestnet Portfolio Solutions
Illinois
$440K +$477K +18,503 New
CA
17
Cetera Advisors
Colorado
$394K -$19.8K -768 -4%
AWS
18
Atria Wealth Solutions
New York
$370K -$4.74K -184 -1%
VF
19
VitalStone Financial
Texas
$9K +$10.3K +400 New
Bank of America
20
Bank of America
North Carolina
-$2.6M -100,000 Closed
Citigroup
21
Citigroup
New York
-$2.6M -100,000 Closed
CAS
22
Coppell Advisory Solutions
Texas
-$1.17M -46,193 Closed

HCMT Hedge Fund Activity: Q3 2023 in Review

19 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Direxion HCM Tactical Enhanced US ETF (HCMT) for Q3 2023, worth a combined $162M — up 2.8% from $157M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new HCMT positions and 3 closed out — a net gain of 1 holder — while 6 added to existing stakes and 8 trimmed.

The largest buyer was Howard Capital Management, adding an estimated $21.9M. The largest seller was Citigroup, exiting entirely with an estimated $2.6M sold.

  • 19 institutional investors held Direxion HCM Tactical Enhanced US ETF (HCMT) as of Q3 2023, up from 18 in Q2 2023.
  • Funds reported $162M of Direxion HCM Tactical Enhanced US ETF stock for Q3 2023, up 2.8% quarter-over-quarter.
  • 4 funds opened new Direxion HCM Tactical Enhanced US ETF positions in Q3 2023 and 3 closed out, a net change of +1 holder.
  • The largest Direxion HCM Tactical Enhanced US ETF buyer in Q3 2023 was Howard Capital Management, an estimated $21.9M added.
  • The largest Direxion HCM Tactical Enhanced US ETF seller in Q3 2023 was Citigroup, an estimated $2.6M sold.

Based on aggregated 13F filings for Q3 2023.