HCM Defender 500 Index ETF
LGH
28 hedge funds and large institutions have $178M invested in HCM Defender 500 Index ETF in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 5 closing their positions.
0.77% more ownership
Funds ownership: 74.72% → 75.49% (+0.77%)
0% less capital invested
Capital invested by funds: $179M → $178M (-$825K)
7% less funds holding
Funds holding: 30 → 28 (-2)
29% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 14
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cetera Advisors
Denver,
Colorado
|
+$947K |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$866K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$825K |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$650K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$551K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Howard Capital Management
Roswell,
Georgia
|
-$5.92M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.13M |
| 3 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$712K |
| 4 |
Koshinski Asset Management
Decatur,
Illinois
|
-$505K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$290K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAM
26
Belpointe Asset Management
Reno,
Nevada
| $88.1K | -$44.5K | -1,308 | -33% |
|
27
Morgan Stanley
New York
| $45.7K | – | – | – |
|
28
JP Morgan Chase
New York
| $3K | -$55.7K | -1,638 | -94% |
|
|
29
Koshinski Asset Management
Decatur,
Illinois
| – | -$505K | -15,225 | Closed |
|
|
TSA
30
Tri-Star Advisors
Houston,
Texas
| – | -$247K | -7,393 | Closed |
|
|
ACM
31
Absolute Capital Management
Pittsburgh,
Pennsylvania
| – | -$50.8K | -1,522 | Closed |
|
|
CFD
32
Creative Financial Designs
Kokomo,
Indiana
| – | -$29K | -885 | Closed |
|
33
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$16K | -475 | Closed |
|
LGH Hedge Fund Activity: Q4 2022 in Review
28 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in HCM Defender 500 Index ETF (LGH) for Q4 2022, worth a combined $178M — down 0.46% from $179M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of LGH and 3 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 10 added.
The largest buyer was Cetera Advisors, adding an estimated $947K. The largest seller was Howard Capital Management, cutting an estimated $5.92M.
- 28 institutional investors held HCM Defender 500 Index ETF (LGH) as of Q4 2022, down from 30 in Q3 2022.
- Funds reported $178M of HCM Defender 500 Index ETF stock for Q4 2022, down 0.46% quarter-over-quarter.
- 3 funds opened new HCM Defender 500 Index ETF positions in Q4 2022 and 5 closed out, a net change of -2 holders.
- The largest HCM Defender 500 Index ETF buyer in Q4 2022 was Cetera Advisors, an estimated $947K added.
- The largest HCM Defender 500 Index ETF seller in Q4 2022 was Howard Capital Management, an estimated $5.92M sold.
Based on aggregated 13F filings for Q4 2022.