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Direxion HCM Tactical Enhanced US ETF

30 hedge funds and large institutions have $352M invested in Direxion HCM Tactical Enhanced US ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

19.66% more ownership

Funds ownership: 89.58%109.24% (+20%)

13% more capital invested

Capital invested by funds: $312M → $352M (+$40M)

3% less funds holding

Funds holding: 3130 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.43%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
3
Increased
12
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Howard Capital Management
Georgia
$205M +$85.5M +2,559,181 +47%
BCI
2
Brinker Capital Investments
Pennsylvania
$52.3M +$7.44M +222,471 +18%
OPS
3
Orion Portfolio Solutions
Nebraska
$52.3M +$7.44M +222,471 +18%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$7.77M +$6.84M +204,700 +1,311%
CI
5
CPR Investments
Michigan
$6.21M -$6.46M -193,225 -52%
FIA
6
Foundations Investment Advisors
Arizona
$6.15M +$1.32M +39,538 +29%
DWS
7
Discipline Wealth Solutions
South Carolina
$5.46M +$5.18M +154,853 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$3.98M -$152K -4,561 -4%
DIM
9
Delta Investment Management
California
$3.2M -$941K -28,147 -24%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$1.89M -$309K -9,246 -15%
LAM
11
Lifestyle Asset Management
Texas
$1.32M -$36.9K -1,103 -3%
Envestnet Portfolio Solutions
12
Envestnet Portfolio Solutions
Illinois
$1.31M +$82K +2,452 +7%
AWS
13
Atria Wealth Solutions
New York
$1.15M +$75.5K +2,258 +7%
AI
14
Atria Investments
North Carolina
$759K -$87.6K -2,620 -11%
AWA
15
Arete Wealth Advisors
Illinois
$633K +$135K +4,049 +29%
CAS
16
Coppell Advisory Solutions
Texas
$446K +$12.6K +377 +3%
FFM
17
Forum Financial Management
Illinois
$416K
JWCA
18
J.W. Cole Advisors
Florida
$343K +$62.7K +1,875 +24%
IA
19
IFP Advisors
Florida
$327K -$668K -19,982 -68%
IWM
20
IHT Wealth Management
Illinois
$309K +$95.5K +2,858 +47%
OAS
21
Optivise Advisory Services
Tennessee
$246K -$741K -22,159 -76%
WIA
22
World Investment Advisors
California
$240K +$228K +6,821 New
VT
23
Vise Technologies
New York
$237K -$43.2K -1,293 -16%
Osaic Holdings
24
Osaic Holdings
Arizona
$21.1K
VF
25
VitalStone Financial
Texas
$17.7K +$33 +1 +0.2%

HCMT Hedge Fund Activity: Q3 2024 in Review

30 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Direxion HCM Tactical Enhanced US ETF (HCMT) for Q3 2024, worth a combined $352M — up 13% from $312M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of HCMT and 3 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 12 added.

The largest buyer was Howard Capital Management, adding an estimated $85.5M. The largest seller was CPR Investments, cutting an estimated $6.46M.

  • 30 institutional investors held Direxion HCM Tactical Enhanced US ETF (HCMT) as of Q3 2024, down from 31 in Q2 2024.
  • Funds reported $352M of Direxion HCM Tactical Enhanced US ETF stock for Q3 2024, up 13% quarter-over-quarter.
  • 3 funds opened new Direxion HCM Tactical Enhanced US ETF positions in Q3 2024 and 4 closed out, a net change of -1 holder.
  • The largest Direxion HCM Tactical Enhanced US ETF buyer in Q3 2024 was Howard Capital Management, an estimated $85.5M added.
  • The largest Direxion HCM Tactical Enhanced US ETF seller in Q3 2024 was CPR Investments, an estimated $6.46M sold.

Based on aggregated 13F filings for Q3 2024.