HCM Defender 500 Index ETF
LGH
25 hedge funds and large institutions have $295M invested in HCM Defender 500 Index ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
20% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 10
19% more capital invested
Capital invested by funds: $247M → $295M (+$47.5M)
4% more funds holding
Funds holding: 24 → 25 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.62% less ownership
Funds ownership: 82.28% → 81.66% (-0.62%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$8.15M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.43M |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
+$5.37M |
| 4 |
HCM
Howard Capital Management
Roswell,
Georgia
|
+$3.28M |
| 5 |
GS
GTS Securities
New York
|
+$2.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$8.85M |
| 2 |
Mariner
Overland Park,
Kansas
|
-$4.25M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$3.45M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$802K |
| 5 |
PIA
Panoramic Investment Advisors
Denver,
Colorado
|
-$136K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Mariner
Overland Park,
Kansas
| – | -$4.25M | -103,164 | Closed |
|
|
GRP
27
Global Retirement Partners
San Rafael,
California
| – | -$26.6K | -652 | Closed |
|
LGH Hedge Fund Activity: Q1 2024 in Review
25 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in HCM Defender 500 Index ETF (LGH) for Q1 2024, worth a combined $295M — up 19% from $247M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new LGH positions and 2 closed out — a net gain of 1 holder — while 12 added to existing stakes and 10 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $8.15M. The largest seller was Brookstone Capital Management, cutting an estimated $8.85M.
- 25 institutional investors held HCM Defender 500 Index ETF (LGH) as of Q1 2024, up from 24 in Q4 2023.
- Funds reported $295M of HCM Defender 500 Index ETF stock for Q1 2024, up 19% quarter-over-quarter.
- 3 funds opened new HCM Defender 500 Index ETF positions in Q1 2024 and 2 closed out, a net change of +1 holder.
- The largest HCM Defender 500 Index ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $8.15M added.
- The largest HCM Defender 500 Index ETF seller in Q1 2024 was Brookstone Capital Management, an estimated $8.85M sold.
Based on aggregated 13F filings for Q1 2024.