HCM Defender 500 Index ETF
LGH
33 hedge funds and large institutions have $251M invested in HCM Defender 500 Index ETF in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 5 reducing their positions, and 9 closing their positions.
240% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 5
4.82% more ownership
Funds ownership: 68.7% → 73.52% (+4.8%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less capital invested
Capital invested by funds: $265M → $251M (-$14M)
11% less funds holding
Funds holding: 37 → 33 (-4)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Howard Capital Management
Roswell,
Georgia
|
+$18.5M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$5.64M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$5.36M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$3.33M |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$3.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$2.35M |
| 2 |
CI
CPR Investments
Rochester,
Michigan
|
-$1.89M |
| 3 |
Jane Street
New York
|
-$1.5M |
| 4 |
TCM
Triumph Capital Management
Denver,
Colorado
|
-$524K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$305K |
LGH Hedge Fund Activity: Q1 2022 in Review
33 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in HCM Defender 500 Index ETF (LGH) for Q1 2022, worth a combined $251M — down 5.3% from $265M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of LGH and 7 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 17 added.
The largest buyer was Howard Capital Management, adding an estimated $18.5M. The largest seller was Cetera Advisor Networks, cutting an estimated $2.35M.
- 33 institutional investors held HCM Defender 500 Index ETF (LGH) as of Q1 2022, down from 37 in Q4 2021.
- Funds reported $251M of HCM Defender 500 Index ETF stock for Q1 2022, down 5.3% quarter-over-quarter.
- 7 funds opened new HCM Defender 500 Index ETF positions in Q1 2022 and 9 closed out, a net change of -2 holders.
- The largest HCM Defender 500 Index ETF buyer in Q1 2022 was Howard Capital Management, an estimated $18.5M added.
- The largest HCM Defender 500 Index ETF seller in Q1 2022 was Cetera Advisor Networks, an estimated $2.35M sold.
Based on aggregated 13F filings for Q1 2022.