HCM Defender 500 Index ETF
LGH
26 hedge funds and large institutions have $228M invested in HCM Defender 500 Index ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 4 closing their positions.
16% more capital invested
Capital invested by funds: $198M → $228M (+$30.8M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.27% less ownership
Funds ownership: 80.23% → 78.97% (-1.3%)
7% less funds holding
Funds holding: 28 → 26 (-2)
23% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 13
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Fidelity Investments
Boston,
Massachusetts
| $39 | +$36 | +1 | New |
|
|
RJFSA
27
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$229K | -6,524 | Closed |
|
|
AWS
28
Atria Wealth Solutions
New York
| – | -$218K | -6,208 | Closed |
|
29
UBS Group
Zurich,
Switzerland
| – | -$169K | -4,820 | Closed |
|
|
BAM
30
Belpointe Asset Management
Reno,
Nevada
| – | -$93K | -2,650 | Closed |
|
LGH Hedge Fund Activity: Q2 2023 in Review
26 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in HCM Defender 500 Index ETF (LGH) for Q2 2023, worth a combined $228M — up 16% from $198M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of LGH and 2 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 10 added.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $4.21M. The largest seller was Cetera Advisor Networks, cutting an estimated $4.4M.
- 26 institutional investors held HCM Defender 500 Index ETF (LGH) as of Q2 2023, down from 28 in Q1 2023.
- Funds reported $228M of HCM Defender 500 Index ETF stock for Q2 2023, up 16% quarter-over-quarter.
- 2 funds opened new HCM Defender 500 Index ETF positions in Q2 2023 and 4 closed out, a net change of -2 holders.
- The largest HCM Defender 500 Index ETF buyer in Q2 2023 was Cambridge Investment Research Advisors, an estimated $4.21M added.
- The largest HCM Defender 500 Index ETF seller in Q2 2023 was Cetera Advisor Networks, an estimated $4.4M sold.
Based on aggregated 13F filings for Q2 2023.