HCM Defender 500 Index ETF
LGH
34 hedge funds and large institutions have $387M invested in HCM Defender 500 Index ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 6 reducing their positions, and 3 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 6
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
13% more funds holding
Funds holding: 30 → 34 (+4)
13% more capital invested
Capital invested by funds: $342M → $387M (+$44.3M)
4.26% more ownership
Funds ownership: 106.59% → 110.85% (+4.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.6M |
| 2 |
HCM
Howard Capital Management
Roswell,
Georgia
|
+$4.13M |
| 3 |
OAS
Optivise Advisory Services
Franklin,
Tennessee
|
+$2.54M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$2.03M |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$2.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$3.24M |
| 2 |
CI
CPR Investments
Rochester,
Michigan
|
-$727K |
| 3 |
FA
Fiduciary Alliance
Greenville,
South Carolina
|
-$188K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$133K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$64.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Mariner
Overland Park,
Kansas
| $261K | +$55.2K | +1,051 | +27% |
|
|
MCC
27
Money Concepts Capital
Palm Beach Gardens,
Florida
| $256K | +$1.42K | +27 | +0.6% |
|
28
Morgan Stanley
New York
| $59.6K | – | – | – |
|
|
CFD
29
Creative Financial Designs
Kokomo,
Indiana
| $39.3K | +$3.83K | +73 | +11% |
|
30
Royal Bank of Canada
Toronto,
Ontario, Canada
| $27K | +$17.2K | +327 | +164% |
|
31
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $19.6K | +$19.8K | +377 | New |
|
|
CAM
32
Creekmur Asset Management
Morton,
Illinois
| $19.4K | – | – | – |
|
|
SWM
33
Spire Wealth Management
Mclean,
Virginia
| $10.4K | – | – | – |
|
34
AssetMark Inc
Concord,
California
| $2.45K | +$2.47K | +47 | New |
|
|
GS
35
GTS Securities
New York
| – | -$3.24M | -63,728 | Closed |
|
36
UBS Group
Zurich,
Switzerland
| – | -$12.2K | -240 | Closed |
|
37
Fidelity Investments
Boston,
Massachusetts
| – | -$508 | -10 | Closed |
|
LGH Hedge Fund Activity: Q4 2024 in Review
34 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in HCM Defender 500 Index ETF (LGH) for Q4 2024, worth a combined $387M — up 13% from $342M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new LGH positions and 3 closed out — a net gain of 4 holders — while 18 added to existing stakes and 6 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $4.6M. The largest seller was GTS Securities, exiting entirely with an estimated $3.24M sold.
- 34 institutional investors held HCM Defender 500 Index ETF (LGH) as of Q4 2024, up from 30 in Q3 2024.
- Funds reported $387M of HCM Defender 500 Index ETF stock for Q4 2024, up 13% quarter-over-quarter.
- 7 funds opened new HCM Defender 500 Index ETF positions in Q4 2024 and 3 closed out, a net change of +4 holders.
- The largest HCM Defender 500 Index ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $4.6M added.
- The largest HCM Defender 500 Index ETF seller in Q4 2024 was GTS Securities, an estimated $3.24M sold.
Based on aggregated 13F filings for Q4 2024.