HCM Defender 500 Index ETF
LGH
28 hedge funds and large institutions have $198M invested in HCM Defender 500 Index ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
11% more capital invested
Capital invested by funds: $178M → $198M (+$19.2M)
4.75% more ownership
Funds ownership: 75.49% → 80.23% (+4.7%)
0% more funds holding
Funds holding: 28 → 28 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
21% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$6.73M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$6.17M |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$597K |
| 4 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$543K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$437K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$955K |
| 2 |
AWS
Atria Wealth Solutions
New York
|
-$695K |
| 3 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$501K |
| 4 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$402K |
| 5 |
CI
CPR Investments
Rochester,
Michigan
|
-$364K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Morgan Stanley
New York
| $48.1K | – | – | – |
|
|
WAM
27
Worth Asset Management
Dallas,
Texas
| $41.8K | -$52.9K | -1,535 | -56% |
|
28
Commonwealth Equity Services
Waltham,
Massachusetts
| $309 | +$47.5K | +1,380 | +19% |
|
29
JP Morgan Chase
New York
| – | -$3K | -100 | Closed |
|
LGH Hedge Fund Activity: Q1 2023 in Review
28 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in HCM Defender 500 Index ETF (LGH) for Q1 2023, worth a combined $198M — up 11% from $178M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new LGH positions and 1 closed out — a net gain of 1 holder — while 11 added to existing stakes and 14 trimmed.
The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $6.73M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $955K.
- 28 institutional investors held HCM Defender 500 Index ETF (LGH) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $198M of HCM Defender 500 Index ETF stock for Q1 2023, up 11% quarter-over-quarter.
- 2 funds opened new HCM Defender 500 Index ETF positions in Q1 2023 and 1 closed out, a net change of +1 holder.
- The largest HCM Defender 500 Index ETF buyer in Q1 2023 was Brinker Capital Investments, an estimated $6.73M added.
- The largest HCM Defender 500 Index ETF seller in Q1 2023 was Cambridge Investment Research Advisors, an estimated $955K sold.
Based on aggregated 13F filings for Q1 2023.