HCM Defender 500 Index ETF
LGH
30 hedge funds and large institutions have $342M invested in HCM Defender 500 Index ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
27.65% more ownership
Funds ownership: 78.95% → 106.59% (+28%)
25% more funds holding
Funds holding: 24 → 30 (+6)
11% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 9
9% more capital invested
Capital invested by funds: $314M → $342M (+$27.9M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Howard Capital Management
Roswell,
Georgia
|
+$106M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$2.82M |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$2.82M |
| 4 |
GS
GTS Securities
New York
|
+$2.62M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
CPR Investments
Rochester,
Michigan
|
-$2.18M |
| 2 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$400K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$363K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$274K |
| 5 |
OAS
Optivise Advisory Services
Franklin,
Tennessee
|
-$155K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAM
26
Creekmur Asset Management
Morton,
Illinois
| $18.9K | – | – | – |
|
27
UBS Group
Zurich,
Switzerland
| $12.2K | -$108K | -2,197 | -90% |
|
|
SWM
28
Spire Wealth Management
Mclean,
Virginia
| $10.2K | +$9.85K | +200 | New |
|
29
Royal Bank of Canada
Toronto,
Ontario, Canada
| $10K | +$9.85K | +200 | New |
|
30
Fidelity Investments
Boston,
Massachusetts
| $508 | +$493 | +10 | New |
|
|
SPC
31
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$400K | -8,095 | Closed |
|
|
32
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$363K | -7,345 | Closed |
|
|
33
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$274K | -5,528 | Closed |
|
LGH Hedge Fund Activity: Q3 2024 in Review
30 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in HCM Defender 500 Index ETF (LGH) for Q3 2024, worth a combined $342M — up 8.9% from $314M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new LGH positions and 3 closed out — a net gain of 6 holders — while 10 added to existing stakes and 9 trimmed.
The largest buyer was Howard Capital Management, adding an estimated $106M. The largest seller was CPR Investments, cutting an estimated $2.18M.
- 30 institutional investors held HCM Defender 500 Index ETF (LGH) as of Q3 2024, up from 24 in Q2 2024.
- Funds reported $342M of HCM Defender 500 Index ETF stock for Q3 2024, up 8.9% quarter-over-quarter.
- 9 funds opened new HCM Defender 500 Index ETF positions in Q3 2024 and 3 closed out, a net change of +6 holders.
- The largest HCM Defender 500 Index ETF buyer in Q3 2024 was Howard Capital Management, an estimated $106M added.
- The largest HCM Defender 500 Index ETF seller in Q3 2024 was CPR Investments, an estimated $2.18M sold.
Based on aggregated 13F filings for Q3 2024.