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HCM Defender 500 Index ETF

45 hedge funds and large institutions have $437M invested in HCM Defender 500 Index ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4.08% less ownership

Funds ownership: 109.84%105.76% (-4.1%)

4% less funds holding

Funds holding: 4745 (-2)

13% less capital invested

Capital invested by funds: $504M → $437M (-$66.7M)

17% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 18

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
45
Holders Change
-2
Holders Change %
-4.26%
% of All Funds
0.55%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
6
Increased
15
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Howard Capital Management
Georgia
$231M -$4.45M -72,844 -1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$44.7M +$1.66M +27,116 +4%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$33.2M -$331K -5,419 -0.9%
WWA
4
Wealth Watch Advisors
Colorado
$19.4M +$665K +10,883 +3%
BCI
5
Brinker Capital Investments
Pennsylvania
$15.8M -$17.6M -287,793 -51%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$14.6M -$337K -5,515 -2%
AWMI
7
Aegis Wealth Management (Iowa)
Iowa
$14.3M +$860K +14,075 +6%
LPL Financial
8
LPL Financial
California
$10.2M +$4.28M +70,049 +64%
DWS
9
Discipline Wealth Solutions
South Carolina
$10.2M +$7.06M +115,645 +181%
LAM
10
Lifestyle Asset Management
Texas
$6.69M +$2.01M +32,851 +39%
OAS
11
Optivise Advisory Services
Tennessee
$6.16M -$208K -3,404 -3%
HAG
12
HighPoint Advisor Group
Illinois
$3.43M -$1.02M -16,673 -22%
JCM
13
J2 Capital Management
Michigan
$3.37M -$3M -49,137 -45%
NA
14
NewEdge Advisors
Louisiana
$2.62M +$1.49M +24,322 +112%
SW
15
Simplicity Wealth
New Jersey
$2.59M -$8.49K -139 -0.3%
JWCA
16
J.W. Cole Advisors
Florida
$2.38M -$22M -360,451 -90%
GS
17
GTS Securities
New York
$2.05M -$2.89M -47,233 -57%
IA
18
IFP Advisors
Florida
$1.51M +$18.4K +302 +1%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.51M +$1.62M +26,530 New
FIA
20
Foundations Investment Advisors
Arizona
$1.47M -$33.2K -544 -2%
PIA
21
Panoramic Investment Advisors
Colorado
$1.43M -$121K -1,977 -7%
BCM
22
Brookstone Capital Management
Illinois
$1.41M -$101K -1,656 -6%
BIG
23
Brooklyn Investment Group
New York
$1.09M
FA
24
Fiduciary Alliance
South Carolina
$634K -$328K -5,371 -33%
IWC
25
Integrated Wealth Concepts
Massachusetts
$537K +$576K +9,425 New

LGH Hedge Fund Activity: Q1 2026 in Review

45 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in HCM Defender 500 Index ETF (LGH) for Q1 2026, worth a combined $437M — down 13% from $504M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of LGH and 6 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 15 added.

The largest buyer was Discipline Wealth Solutions, adding an estimated $7.06M. The largest seller was J.W. Cole Advisors, cutting an estimated $22M.

  • 45 institutional investors held HCM Defender 500 Index ETF (LGH) as of Q1 2026, down from 47 in Q4 2025.
  • Funds reported $437M of HCM Defender 500 Index ETF stock for Q1 2026, down 13% quarter-over-quarter.
  • 6 funds opened new HCM Defender 500 Index ETF positions in Q1 2026 and 8 closed out, a net change of -2 holders.
  • The largest HCM Defender 500 Index ETF buyer in Q1 2026 was Discipline Wealth Solutions, an estimated $7.06M added.
  • The largest HCM Defender 500 Index ETF seller in Q1 2026 was J.W. Cole Advisors, an estimated $22M sold.

Based on aggregated 13F filings for Q1 2026.