HCM Defender 500 Index ETF
LGH
43 hedge funds and large institutions have $486M invested in HCM Defender 500 Index ETF in 2026 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 6 closing their positions.
13% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 16
11% more capital invested
Capital invested by funds: $437M → $486M (+$48.5M)
4% less funds holding
Funds holding: 45 → 43 (-2)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
22.04% less ownership
Funds ownership: 105.76% → 83.72% (-22%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$20.8M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.44M |
| 3 |
TAM
Tucker Asset Management
Littleton,
Colorado
|
+$3.18M |
| 4 |
DWS
Discipline Wealth Solutions
Greenville,
South Carolina
|
+$2.96M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
+$1.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Howard Capital Management
Roswell,
Georgia
|
-$131M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$16.9M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$5.3M |
| 4 |
JCM
J2 Capital Management
Troy,
Michigan
|
-$3.36M |
| 5 |
WWA
Wealth Watch Advisors
Englewood,
Colorado
|
-$2.91M |
LGH Hedge Fund Activity: Q2 2026 in Review
43 of the 8,317 institutional investors tracked by Wall St. Rank reported a position in HCM Defender 500 Index ETF (LGH) for Q2 2026, worth a combined $486M — up 11% from $437M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of LGH and 5 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 18 added.
The largest buyer was J.W. Cole Advisors, adding an estimated $20.8M. The largest seller was Howard Capital Management, cutting an estimated $131M.
- 43 institutional investors held HCM Defender 500 Index ETF (LGH) as of Q2 2026, down from 45 in Q1 2026.
- Funds reported $486M of HCM Defender 500 Index ETF stock for Q2 2026, up 11% quarter-over-quarter.
- 5 funds opened new HCM Defender 500 Index ETF positions in Q2 2026 and 6 closed out, a net change of -1 holder.
- The largest HCM Defender 500 Index ETF buyer in Q2 2026 was J.W. Cole Advisors, an estimated $20.8M added.
- The largest HCM Defender 500 Index ETF seller in Q2 2026 was Howard Capital Management, an estimated $131M sold.
Based on aggregated 13F filings for Q2 2026.