HCM Defender 500 Index ETF
LGH
24 hedge funds and large institutions have $247M invested in HCM Defender 500 Index ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 7 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 7
9% more capital invested
Capital invested by funds: $227M → $247M (+$20.5M)
1.95% more ownership
Funds ownership: 80.34% → 82.28% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
14% less funds holding
Funds holding: 28 → 24 (-4)
57% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
+$3.96M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$1.79M |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$1.79M |
| 4 |
HCM
Howard Capital Management
Roswell,
Georgia
|
+$762K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$639K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$5.49M |
| 2 |
GS
GTS Securities
New York
|
-$4.46M |
| 3 |
DIM
Delta Investment Management
San Francisco,
California
|
-$1.32M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$751K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$411K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DIM
26
Delta Investment Management
San Francisco,
California
| – | -$1.32M | -35,200 | Closed |
|
|
AWM
27
AE Wealth Management
Topeka,
Kansas
| – | -$751K | -20,110 | Closed |
|
|
MCC
28
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$293K | -7,845 | Closed |
|
|
AWS
29
Atria Wealth Solutions
New York
| – | -$205K | -5,478 | Closed |
|
30
UBS Group
Zurich,
Switzerland
| – | -$35.5K | -950 | Closed |
|
31
JP Morgan Chase
New York
| – | -$1.72K | -46 | Closed |
|
LGH Hedge Fund Activity: Q4 2023 in Review
24 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in HCM Defender 500 Index ETF (LGH) for Q4 2023, worth a combined $247M — up 9% from $227M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of LGH and 3 opened new positions — a net loss of 4 holders — while 7 trimmed existing stakes and 14 added.
The largest buyer was Mariner, opening a new position worth an estimated $3.96M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $5.49M.
- 24 institutional investors held HCM Defender 500 Index ETF (LGH) as of Q4 2023, down from 28 in Q3 2023.
- Funds reported $247M of HCM Defender 500 Index ETF stock for Q4 2023, up 9% quarter-over-quarter.
- 3 funds opened new HCM Defender 500 Index ETF positions in Q4 2023 and 7 closed out, a net change of -4 holders.
- The largest HCM Defender 500 Index ETF buyer in Q4 2023 was Mariner, an estimated $3.96M added.
- The largest HCM Defender 500 Index ETF seller in Q4 2023 was Cambridge Investment Research Advisors, an estimated $5.49M sold.
Based on aggregated 13F filings for Q4 2023.