HCM Defender 500 Index ETF
LGH
47 hedge funds and large institutions have $504M invested in HCM Defender 500 Index ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 5 closing their positions.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
9% more funds holding
Funds holding: 43 → 47 (+4)
2.26% more ownership
Funds ownership: 107.58% → 109.84% (+2.3%)
7% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 15
4% more capital invested
Capital invested by funds: $486M → $504M (+$17.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HAG
HighPoint Advisor Group
Downers Grove,
Illinois
|
+$4.73M |
| 2 |
GS
GTS Securities
New York
|
+$3.7M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.33M |
| 4 |
DWS
Discipline Wealth Solutions
Greenville,
South Carolina
|
+$1.02M |
| 5 |
LPL Financial
San Diego,
California
|
+$500K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Howard Capital Management
Roswell,
Georgia
|
-$4.01M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.48M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$3.12M |
| 4 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$2.04M |
| 5 |
OAS
Optivise Advisory Services
Franklin,
Tennessee
|
-$2.03M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| – | -$220K | -3,613 | Closed |
|
52
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$34K | -568 | Closed |
|
LGH Hedge Fund Activity: Q4 2025 in Review
47 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in HCM Defender 500 Index ETF (LGH) for Q4 2025, worth a combined $504M — up 3.6% from $486M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new LGH positions and 5 closed out — a net gain of 5 holders — while 16 added to existing stakes and 15 trimmed.
The largest buyer was HighPoint Advisor Group, opening a new position worth an estimated $4.73M. The largest seller was Howard Capital Management, cutting an estimated $4.01M.
- 47 institutional investors held HCM Defender 500 Index ETF (LGH) as of Q4 2025, up from 43 in Q3 2025.
- Funds reported $504M of HCM Defender 500 Index ETF stock for Q4 2025, up 3.6% quarter-over-quarter.
- 10 funds opened new HCM Defender 500 Index ETF positions in Q4 2025 and 5 closed out, a net change of +5 holders.
- The largest HCM Defender 500 Index ETF buyer in Q4 2025 was HighPoint Advisor Group, an estimated $4.73M added.
- The largest HCM Defender 500 Index ETF seller in Q4 2025 was Howard Capital Management, an estimated $4.01M sold.
Based on aggregated 13F filings for Q4 2025.