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HCM Defender 500 Index ETF
LGH

45 hedge funds and large institutions have $437M invested in HCM Defender 500 Index ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

4.08% less ownership

Funds ownership: 109.84% → 105.76% (-4.1%)

4% less funds holding

Funds holding: 47 → 45 (-2)

13% less capital invested

Capital invested by funds: $504M → $437M (-$66.7M)

17% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 18

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
45
Holders Change
-2
Holders Change %
-4.26%
% of All Funds
0.55%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
6
Increased
15
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWS
Discipline Wealth Solutions
South Carolina
+$7.06M
2
LPL Financial
LPL Financial
California
+$4.28M
3
LAM
Lifestyle Asset Management
Texas
+$2.01M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.66M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.62M

Top Sellers

1
JWCA
J.W. Cole Advisors
Florida
-$22M
2
BCI
Brinker Capital Investments
Pennsylvania
-$17.6M
3
HCM
Howard Capital Management
Georgia
-$4.45M
4
JCM
J2 Capital Management
Michigan
-$3M
5
GS
GTS Securities
New York
-$2.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
51
Kestra Advisory Services
Texas
– -$237K -3,828 Closed
WFAG
52
Worth Financial Advisory Group
North Carolina
– -$226K -3,642 Closed
DIM
53
Delta Investment Management
California
– -$205K -3,313 Closed
1 2
3

LGH Hedge Fund Activity: Q1 2026 in Review

45 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in HCM Defender 500 Index ETF (LGH) for Q1 2026, worth a combined $437M — down 13% from $504M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of LGH and 6 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 15 added.

The largest buyer was Discipline Wealth Solutions, adding an estimated $7.06M. The largest seller was J.W. Cole Advisors, cutting an estimated $22M.

  • 45 institutional investors held HCM Defender 500 Index ETF (LGH) as of Q1 2026, down from 47 in Q4 2025.
  • Funds reported $437M of HCM Defender 500 Index ETF stock for Q1 2026, down 13% quarter-over-quarter.
  • 6 funds opened new HCM Defender 500 Index ETF positions in Q1 2026 and 8 closed out, a net change of -2 holders.
  • The largest HCM Defender 500 Index ETF buyer in Q1 2026 was Discipline Wealth Solutions, an estimated $7.06M added.
  • The largest HCM Defender 500 Index ETF seller in Q1 2026 was J.W. Cole Advisors, an estimated $22M sold.

Based on aggregated 13F filings for Q1 2026.