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Direxion HCM Tactical Enhanced US ETF

22 hedge funds and large institutions have $230M invested in Direxion HCM Tactical Enhanced US ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

120% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 5

42% more capital invested

Capital invested by funds: $162M → $230M (+$68.4M)

16% more funds holding

Funds holding: 1922 (+3)

0.21% more ownership

Funds ownership: 101.81%102.02% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
22
Holders Change
+3
Holders Change %
+15.79%
% of All Funds
0.32%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
11
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Howard Capital Management
Georgia
$130M +$20.3M +828,668 +20%
BCI
2
Brinker Capital Investments
Pennsylvania
$28.3M +$8.05M +328,411 +44%
OPS
3
Orion Portfolio Solutions
Nebraska
$28.3M +$8.05M +328,411 +44%
BCM
4
Brookstone Capital Management
Illinois
$15.1M +$3.03M +123,616 +28%
CI
5
CPR Investments
Michigan
$6.48M +$1.23M +50,263 +26%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$4.14M +$289K +11,796 +8%
FIA
7
Foundations Investment Advisors
Arizona
$3.11M +$1.19M +48,684 +78%
UBS Group
8
UBS Group
Switzerland
$2.69M +$24.3K +993 +1%
DIM
9
Delta Investment Management
California
$2.05M +$1.88M +76,890 New
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$2.04M +$1.88M +76,611 New
CAS
11
Coppell Advisory Solutions
Texas
$1.68M +$1.55M +63,256 New
GS
12
GTS Securities
New York
$1.09M -$381K -15,530 -27%
LAM
13
Lifestyle Asset Management
Texas
$969K +$143K +5,823 +19%
Envestnet Portfolio Solutions
14
Envestnet Portfolio Solutions
Illinois
$836K +$316K +12,904 +70%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$794K -$17.5K -714 -2%
AWS
16
Atria Wealth Solutions
New York
$793K +$348K +14,188 +91%
CA
17
Cetera Advisors
Colorado
$442K
IA
18
IFP Advisors
Florida
$407K -$1.05M -42,794 -74%
CAN
19
Cetera Advisor Networks
California
$401K -$130K -5,309 -26%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$326K +$301K +12,261 New
VF
21
VitalStone Financial
Texas
$11K
Osaic Holdings
22
Osaic Holdings
Arizona
$3.19K -$547K -22,324 -99%
Goldman Sachs
23
Goldman Sachs
New York
-$599K -25,187 Closed

HCMT Hedge Fund Activity: Q4 2023 in Review

22 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Direxion HCM Tactical Enhanced US ETF (HCMT) for Q4 2023, worth a combined $230M — up 42% from $162M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new HCMT positions and 1 closed out — a net gain of 3 holders — while 11 added to existing stakes and 5 trimmed.

The largest buyer was Howard Capital Management, adding an estimated $20.3M. The largest seller was IFP Advisors, cutting an estimated $1.05M.

  • 22 institutional investors held Direxion HCM Tactical Enhanced US ETF (HCMT) as of Q4 2023, up from 19 in Q3 2023.
  • Funds reported $230M of Direxion HCM Tactical Enhanced US ETF stock for Q4 2023, up 42% quarter-over-quarter.
  • 4 funds opened new Direxion HCM Tactical Enhanced US ETF positions in Q4 2023 and 1 closed out, a net change of +3 holders.
  • The largest Direxion HCM Tactical Enhanced US ETF buyer in Q4 2023 was Howard Capital Management, an estimated $20.3M added.
  • The largest Direxion HCM Tactical Enhanced US ETF seller in Q4 2023 was IFP Advisors, an estimated $1.05M sold.

Based on aggregated 13F filings for Q4 2023.