HCM Defender 500 Index ETF
LGH
30 hedge funds and large institutions have $179M invested in HCM Defender 500 Index ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 0 closing their positions.
7% more funds holding
Funds holding: 28 → 30 (+2)
0.79% more ownership
Funds ownership: 73.93% → 74.72% (+0.79%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
6% less capital invested
Capital invested by funds: $192M → $179M (-$12.4M)
17% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Howard Capital Management
Roswell,
Georgia
|
+$3.62M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.64M |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$1.41M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$461K |
| 5 |
AWS
Atria Wealth Solutions
New York
|
+$212K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$7.36M |
| 2 |
CI
CPR Investments
Rochester,
Michigan
|
-$2.18M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$947K |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
-$157K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$133K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
JP Morgan Chase
New York
| $58K | +$60.2K | +1,738 | New |
|
|
ACM
27
Absolute Capital Management
Pittsburgh,
Pennsylvania
| $50.8K | +$52.7K | +1,522 | New |
|
28
Morgan Stanley
New York
| $46K | – | – | – |
|
|
HNB
29
Huntington National Bank
Columbus,
Ohio
| $41K | – | – | – |
|
|
CFD
30
Creative Financial Designs
Kokomo,
Indiana
| $29K | – | – | – |
|
31
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $16K | – | – | – |
|
LGH Hedge Fund Activity: Q3 2022 in Review
30 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in HCM Defender 500 Index ETF (LGH) for Q3 2022, worth a combined $179M — down 6.5% from $192M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new LGH positions and 0 closed out — a net gain of 3 holders — while 10 added to existing stakes and 12 trimmed.
The largest buyer was Howard Capital Management, adding an estimated $3.62M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $7.36M.
- 30 institutional investors held HCM Defender 500 Index ETF (LGH) as of Q3 2022, up from 28 in Q2 2022.
- Funds reported $179M of HCM Defender 500 Index ETF stock for Q3 2022, down 6.5% quarter-over-quarter.
- 3 funds opened new HCM Defender 500 Index ETF positions in Q3 2022 and 0 closed out, a net change of +3 holders.
- The largest HCM Defender 500 Index ETF buyer in Q3 2022 was Howard Capital Management, an estimated $3.62M added.
- The largest HCM Defender 500 Index ETF seller in Q3 2022 was Cambridge Investment Research Advisors, an estimated $7.36M sold.
Based on aggregated 13F filings for Q3 2022.