HCM Defender 500 Index ETF
LGH
28 hedge funds and large institutions have $227M invested in HCM Defender 500 Index ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 8
8% more funds holding
Funds holding: 26 → 28 (+2)
1.37% more ownership
Funds ownership: 78.97% → 80.34% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $228M → $227M (-$1.75M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Howard Capital Management
Roswell,
Georgia
|
+$2.27M |
| 2 |
GS
GTS Securities
New York
|
+$1.55M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.27M |
| 4 |
LAM
Lifestyle Asset Management
Friendswood,
Texas
|
+$1.06M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$920K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.48M |
| 2 |
CI
CPR Investments
Rochester,
Michigan
|
-$353K |
| 3 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$132K |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
-$78.9K |
| 5 |
DIM
Delta Investment Management
San Francisco,
California
|
-$66.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Morgan Stanley
New York
| $97.1K | +$57.3K | +1,455 | +127% |
|
27
UBS Group
Zurich,
Switzerland
| $35.5K | +$37.4K | +950 | New |
|
28
JP Morgan Chase
New York
| $1.72K | +$1.81K | +46 | New |
|
|
WAM
29
Worth Asset Management
Dallas,
Texas
| – | -$787 | -20 | Closed |
|
30
Fidelity Investments
Boston,
Massachusetts
| – | -$39 | -1 | Closed |
|
LGH Hedge Fund Activity: Q3 2023 in Review
28 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in HCM Defender 500 Index ETF (LGH) for Q3 2023, worth a combined $227M — down 0.77% from $228M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new LGH positions and 2 closed out — a net gain of 2 holders — while 16 added to existing stakes and 8 trimmed.
The largest buyer was Howard Capital Management, adding an estimated $2.27M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $1.48M.
- 28 institutional investors held HCM Defender 500 Index ETF (LGH) as of Q3 2023, up from 26 in Q2 2023.
- Funds reported $227M of HCM Defender 500 Index ETF stock for Q3 2023, down 0.77% quarter-over-quarter.
- 4 funds opened new HCM Defender 500 Index ETF positions in Q3 2023 and 2 closed out, a net change of +2 holders.
- The largest HCM Defender 500 Index ETF buyer in Q3 2023 was Howard Capital Management, an estimated $2.27M added.
- The largest HCM Defender 500 Index ETF seller in Q3 2023 was Cambridge Investment Research Advisors, an estimated $1.48M sold.
Based on aggregated 13F filings for Q3 2023.