HCM Defender 500 Index ETF
LGH
37 hedge funds and large institutions have $265M invested in HCM Defender 500 Index ETF in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 1 reducing their positions, and 0 closing their positions.
1,600% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 1
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
76% more funds holding
Funds holding: 21 → 37 (+16)
61% more capital invested
Capital invested by funds: $165M → $265M (+$99.9M)
5.52% more ownership
Funds ownership: 63.19% → 68.7% (+5.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$13.5M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$10.2M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$7M |
| 4 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$6.46M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$5.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Howard Capital Management
Roswell,
Georgia
|
-$4.97M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAG
26
Private Advisor Group
Morristown,
New Jersey
| $305K | +$40.4K | +916 | +16% |
|
|
KA
27
Kovack Advisors
Ft. Lauderdale,
Florida
| $222K | +$212K | +4,814 | New |
|
|
BRWM
28
B. Riley Wealth Management
Memphis,
Tennessee
| $208K | +$199K | +4,510 | New |
|
|
IFG
29
Independent Financial Group
San Diego,
California
| $203K | +$194K | +4,400 | New |
|
|
BAM
30
Belpointe Asset Management
Reno,
Nevada
| $115K | – | – | – |
|
|
ACM
31
Absolute Capital Management
Pittsburgh,
Pennsylvania
| $70.3K | +$67.2K | +1,522 | New |
|
|
MP
32
McDonald Partners
Cleveland,
Ohio
| $70.3K | +$67.2K | +1,522 | New |
|
33
Morgan Stanley
New York
| $39K | +$23.8K | +540 | +182% |
|
|
CFD
34
Creative Financial Designs
Kokomo,
Indiana
| $22K | – | – | – |
|
35
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $16K | +$14.8K | +336 | New |
|
36
UBS Group
Zurich,
Switzerland
| $9K | +$8.65K | +196 | New |
|
|
FHA
37
First Horizon Advisors
Memphis,
Tennessee
| $5K | +$1.15K | +26 | +27% |
|
LGH Hedge Fund Activity: Q4 2021 in Review
37 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in HCM Defender 500 Index ETF (LGH) for Q4 2021, worth a combined $265M — up 61% from $165M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new LGH positions and 0 closed out — a net gain of 16 holders — while 17 added to existing stakes and 1 trimmed.
The largest buyer was Harbour Investments, opening a new position worth an estimated $13.5M. The largest seller was Howard Capital Management, cutting an estimated $4.97M.
- 37 institutional investors held HCM Defender 500 Index ETF (LGH) as of Q4 2021, up from 21 in Q3 2021.
- Funds reported $265M of HCM Defender 500 Index ETF stock for Q4 2021, up 61% quarter-over-quarter.
- 16 funds opened new HCM Defender 500 Index ETF positions in Q4 2021 and 0 closed out, a net change of +16 holders.
- The largest HCM Defender 500 Index ETF buyer in Q4 2021 was Harbour Investments, an estimated $13.5M added.
- The largest HCM Defender 500 Index ETF seller in Q4 2021 was Howard Capital Management, an estimated $4.97M sold.
Based on aggregated 13F filings for Q4 2021.