HCM Defender 500 Index ETF
LGH
9 hedge funds and large institutions have $58.8M invested in HCM Defender 500 Index ETF in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
29% more funds holding
Funds holding: 7 → 9 (+2)
6% more capital invested
Capital invested by funds: $55.6M → $58.8M (+$3.16M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9.24% less ownership
Funds ownership: 97.4% → 88.16% (-9.2%)
Top Buyers
| 1 |
HCM
Howard Capital Management
Roswell,
Georgia
|
+$12.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.72M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.1M |
| 4 |
Jane Street
New York
|
+$850K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$788K |
Top Sellers
| 1 |
DIM
Delta Investment Management
San Francisco,
California
|
-$712K |
| 2 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$458K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HCM
1
Howard Capital Management
Roswell,
Georgia
| $51.3M | +$12.2M | +453,668 | +25% |
|
|
2
LPL Financial
San Diego,
California
| $2.29M | +$2.72M | +101,478 | New |
|
|
3
Envestnet Asset Management
Chicago,
Illinois
| $1.22M | +$788K | +29,433 | +121% |
|
|
RWA
4
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| $978K | +$593K | +22,148 | +105% |
|
|
5
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $926K | +$1.1M | +40,963 | New |
|
|
6
Jane Street
New York
| $717K | +$850K | +31,737 | New |
|
|
FAAS
7
First Allied Advisory Services
San Diego,
California
| $617K | +$80.2K | +2,993 | +12% |
|
|
DIM
8
Delta Investment Management
San Francisco,
California
| $439K | -$712K | -26,577 | -58% |
|
|
GM
9
GeoWealth Management
Chicago,
Illinois
| $300K | +$356K | +13,291 | New |
|
|
JWCA
10
J.W. Cole Advisors
Tampa,
Florida
| – | -$458K | -16,375 | Closed |
|
LGH Hedge Fund Activity: Q1 2020 in Review
9 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in HCM Defender 500 Index ETF (LGH) for Q1 2020, worth a combined $58.8M — up 5.7% from $55.6M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new LGH positions and 1 closed out — a net gain of 3 holders — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Howard Capital Management, adding an estimated $12.2M. The largest seller was Delta Investment Management, cutting an estimated $712K.
- 9 institutional investors held HCM Defender 500 Index ETF (LGH) as of Q1 2020, up from 7 in Q4 2019.
- Funds reported $58.8M of HCM Defender 500 Index ETF stock for Q1 2020, up 5.7% quarter-over-quarter.
- 4 funds opened new HCM Defender 500 Index ETF positions in Q1 2020 and 1 closed out, a net change of +3 holders.
- The largest HCM Defender 500 Index ETF buyer in Q1 2020 was Howard Capital Management, an estimated $12.2M added.
- The largest HCM Defender 500 Index ETF seller in Q1 2020 was Delta Investment Management, an estimated $712K sold.
Based on aggregated 13F filings for Q1 2020.