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HCM Defender 500 Index ETF

7 hedge funds and large institutions have $55.6M invested in HCM Defender 500 Index ETF in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

97.4% more ownership

Funds ownership: 0%97.4% (+97%)

Holders
7
Holders Change
+7
Holders Change %
% of All Funds
0.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Howard Capital Management
Georgia
$51.9M +$48.6M +1,815,820 New
DIM
2
Delta Investment Management
California
$1.29M +$1.23M +46,029 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$680K +$651K +24,325 New
FAAS
4
First Allied Advisory Services
California
$680K +$651K +24,325 New
RWA
5
Redhawk Wealth Advisors
Minnesota
$591K +$565K +21,136 New
JWCA
6
J.W. Cole Advisors
Florida
$458K +$438K +16,375 New
AG
7
Advisor Group
Arizona
$2K +$1.63K +61 New

LGH Hedge Fund Activity: Q4 2019 in Review

7 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in HCM Defender 500 Index ETF (LGH) for Q4 2019, worth a combined $55.6M.

Buyers outnumbered sellers: 7 funds opened new LGH positions and 0 closed out — a net gain of 7 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Howard Capital Management, opening a new position worth an estimated $48.6M.

  • 7 institutional investors held HCM Defender 500 Index ETF (LGH) as of Q4 2019, up from 0 in Q3 2019.
  • Funds reported $55.6M of HCM Defender 500 Index ETF stock for Q4 2019.
  • 7 funds opened new HCM Defender 500 Index ETF positions in Q4 2019 and 0 closed out, a net change of +7 holders.
  • The largest HCM Defender 500 Index ETF buyer in Q4 2019 was Howard Capital Management, an estimated $48.6M added.

Based on aggregated 13F filings for Q4 2019.