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Direxion HCM Tactical Enhanced US ETF

31 hedge funds and large institutions have $312M invested in Direxion HCM Tactical Enhanced US ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

140% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 5

35% more funds holding

Funds holding: 2331 (+8)

16% more capital invested

Capital invested by funds: $269M → $312M (+$43.2M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4.06% less ownership

Funds ownership: 93.64%89.58% (-4.1%)

Holders
31
Holders Change
+8
Holders Change %
+34.78%
% of All Funds
0.45%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
12
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
$185M +$9.31M +300,635 +6%
BCI
2
Brinker Capital Investments
Pennsylvania
$42.9M +$560K +18,106 +1%
OPS
3
Orion Portfolio Solutions
Nebraska
$42.9M +$560K +18,106 +1%
CI
4
CPR Investments
Michigan
$12.6M +$282K +9,120 +3%
FIA
5
Foundations Investment Advisors
Arizona
$4.6M +$662K +21,391 +19%
DIM
6
Delta Investment Management
California
$4.05M -$7.65K -247 -0.2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$4M +$323K +10,431 +10%
GS
8
GTS Securities
New York
$2.54M +$1.67M +53,811 +257%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$2.15M -$77.1K -2,492 -4%
AWM
10
Axxcess Wealth Management
California
$1.81M +$1.24M +40,043 +304%
LAM
11
Lifestyle Asset Management
Texas
$1.31M +$59.3K +1,916 +5%
Envestnet Portfolio Solutions
12
Envestnet Portfolio Solutions
Illinois
$1.18M +$51K +1,647 +5%
AWS
13
Atria Wealth Solutions
New York
$1.04M -$4.64K -150 -0.5%
IA
14
IFP Advisors
Florida
$996K -$197K -6,353 -18%
OAS
15
Optivise Advisory Services
Tennessee
$992K +$902K +29,148 New
AI
16
Atria Investments
North Carolina
$822K +$748K +24,153 New
NL
17
NDWM LLC
California
$665K +$604K +19,520 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$531K +$106K +3,418 +28%
AWA
19
Arete Wealth Advisors
Illinois
$483K +$437K +14,123 New
CAS
20
Coppell Advisory Solutions
Texas
$421K +$382K +12,352 New
FFM
21
Forum Financial Management
Illinois
$402K +$365K +11,793 New
VT
22
Vise Technologies
New York
$273K +$248K +8,016 New
JWCA
23
J.W. Cole Advisors
Florida
$267K +$243K +7,854 New
IWM
24
IHT Wealth Management
Illinois
$205K +$186K +6,020 New
Osaic Holdings
25
Osaic Holdings
Arizona
$20.4K

HCMT Hedge Fund Activity: Q2 2024 in Review

31 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Direxion HCM Tactical Enhanced US ETF (HCMT) for Q2 2024, worth a combined $312M — up 16% from $269M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new HCMT positions and 1 closed out — a net gain of 10 holders — while 12 added to existing stakes and 5 trimmed.

The largest buyer was Howard Capital Management, adding an estimated $9.31M. The largest seller was UBS Group, cutting an estimated $3.12M.

  • 31 institutional investors held Direxion HCM Tactical Enhanced US ETF (HCMT) as of Q2 2024, up from 23 in Q1 2024.
  • Funds reported $312M of Direxion HCM Tactical Enhanced US ETF stock for Q2 2024, up 16% quarter-over-quarter.
  • 11 funds opened new Direxion HCM Tactical Enhanced US ETF positions in Q2 2024 and 1 closed out, a net change of +10 holders.
  • The largest Direxion HCM Tactical Enhanced US ETF buyer in Q2 2024 was Howard Capital Management, an estimated $9.31M added.
  • The largest Direxion HCM Tactical Enhanced US ETF seller in Q2 2024 was UBS Group, an estimated $3.12M sold.

Based on aggregated 13F filings for Q2 2024.