We are live on ! Find out more
HCMT icon

Direxion HCM Tactical Enhanced US ETF

23 hedge funds and large institutions have $269M invested in Direxion HCM Tactical Enhanced US ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

17% more capital invested

Capital invested by funds: $230M → $269M (+$38.8M)

5% more funds holding

Funds holding: 2223 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8.38% less ownership

Funds ownership: 102.02%93.64% (-8.4%)

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.33%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
12
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Howard Capital Management
Georgia
$159M +$6.9M +239,760 +5%
BCI
2
Brinker Capital Investments
Pennsylvania
$38.4M +$4.66M +161,869 +15%
OPS
3
Orion Portfolio Solutions
Nebraska
$38.4M +$4.66M +161,869 +15%
CI
4
CPR Investments
Michigan
$11.1M +$3.36M +116,808 +48%
DIM
5
Delta Investment Management
California
$3.69M +$1.22M +42,277 +55%
FIA
6
Foundations Investment Advisors
Arizona
$3.51M +$65.1K +2,261 +2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$3.31M -$1.4M -48,672 -31%
UBS Group
8
UBS Group
Switzerland
$3.12M -$1.12K -39 -0%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$2.03M -$320K -11,118 -15%
LAM
10
Lifestyle Asset Management
Texas
$1.13M +$7.6K +264 +0.7%
IA
11
IFP Advisors
Florida
$1.1M +$585K +20,309 +133%
Envestnet Portfolio Solutions
12
Envestnet Portfolio Solutions
Illinois
$1.02M +$44.6K +1,551 +5%
AWS
13
Atria Wealth Solutions
New York
$945K +$22.1K +768 +3%
GS
14
GTS Securities
New York
$648K -$581K -20,186 -49%
AWM
15
Axxcess Wealth Management
California
$407K +$379K +13,155 New
CASC
16
Coppell Advisory Solutions Corp
Texas
$384K +$357K +12,414 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$377K -$2.02K -70 -0.6%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$233K -$642K -22,291 -75%
CAN
19
Cetera Advisor Networks
California
$233K -$217K -7,541 -50%
Osaic Holdings
20
Osaic Holdings
Arizona
$18.5K +$13.8K +478 +398%
VF
21
VitalStone Financial
Texas
$12K +$58 +2 +0.5%
TAM
22
Tucker Asset Management
Colorado
$9.13K +$8.49K +295 New
NP
23
NorthRock Partners
Minnesota
$3.5K +$3.25K +113 New
BCM
24
Brookstone Capital Management
Illinois
-$15.1M -566,123 Closed
CA
25
Cetera Advisors
Colorado
-$442K -16,582 Closed

HCMT Hedge Fund Activity: Q1 2024 in Review

23 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Direxion HCM Tactical Enhanced US ETF (HCMT) for Q1 2024, worth a combined $269M — up 17% from $230M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new HCMT positions and 2 closed out — a net gain of 2 holders — while 12 added to existing stakes and 7 trimmed.

The largest buyer was Howard Capital Management, adding an estimated $6.9M. The largest seller was Brookstone Capital Management, exiting entirely with an estimated $15.1M sold.

  • 23 institutional investors held Direxion HCM Tactical Enhanced US ETF (HCMT) as of Q1 2024, up from 22 in Q4 2023.
  • Funds reported $269M of Direxion HCM Tactical Enhanced US ETF stock for Q1 2024, up 17% quarter-over-quarter.
  • 4 funds opened new Direxion HCM Tactical Enhanced US ETF positions in Q1 2024 and 2 closed out, a net change of +2 holders.
  • The largest Direxion HCM Tactical Enhanced US ETF buyer in Q1 2024 was Howard Capital Management, an estimated $6.9M added.
  • The largest Direxion HCM Tactical Enhanced US ETF seller in Q1 2024 was Brookstone Capital Management, an estimated $15.1M sold.

Based on aggregated 13F filings for Q1 2024.