HCM Defender 500 Index ETF
LGH
9 hedge funds and large institutions have $73.5M invested in HCM Defender 500 Index ETF in 2020 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 0 reducing their positions, and 1 closing their positions.
25% more capital invested
Capital invested by funds: $58.8M → $73.5M (+$14.8M)
0% more funds holding
Funds holding: 9 → 9 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
10.23% less ownership
Funds ownership: 88.16% → 77.93% (-10%)
Top Buyers
Top Sellers
| 1 |
Jane Street
New York
|
-$717K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HCM
1
Howard Capital Management
Roswell,
Georgia
| $61.1M | +$1.97M | +83,017 | +4% |
|
2
LPL Financial
San Diego,
California
| $2.56M | +$5.44K | +229 | +0.2% |
|
|
JWCA
3
J.W. Cole Advisors
Tampa,
Florida
| $2.19M | +$2.06M | +86,877 | New |
|
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $1.73M | +$661K | +27,831 | +68% |
|
5
Envestnet Asset Management
Chicago,
Illinois
| $1.54M | +$177K | +7,452 | +14% |
|
|
RWA
6
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| $1.52M | +$406K | +17,090 | +39% |
|
|
GM
7
GeoWealth Management
Chicago,
Illinois
| $1.35M | +$958K | +40,346 | +304% |
|
|
FAAS
8
First Allied Advisory Services
San Diego,
California
| $812K | +$116K | +4,885 | +18% |
|
|
DIM
9
Delta Investment Management
San Francisco,
California
| $686K | +$185K | +7,774 | +40% |
|
|
10
Jane Street
New York
| – | -$717K | -31,737 | Closed |
|
LGH Hedge Fund Activity: Q2 2020 in Review
9 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in HCM Defender 500 Index ETF (LGH) for Q2 2020, worth a combined $73.5M — up 25% from $58.8M a quarter earlier.
Fund positioning in LGH was balanced in Q2 2020: 1 fund opened new positions, 1 closed out, 8 added to existing stakes and 0 trimmed.
The largest buyer was J.W. Cole Advisors, opening a new position worth an estimated $2.06M. The largest seller was Jane Street, exiting entirely with an estimated $717K sold.
- 9 institutional investors held HCM Defender 500 Index ETF (LGH) as of Q2 2020, unchanged from Q1 2020.
- Funds reported $73.5M of HCM Defender 500 Index ETF stock for Q2 2020, up 25% quarter-over-quarter.
- 1 fund opened new HCM Defender 500 Index ETF positions in Q2 2020 and 1 closed out, a net change of 0 holders.
- The largest HCM Defender 500 Index ETF buyer in Q2 2020 was J.W. Cole Advisors, an estimated $2.06M added.
- The largest HCM Defender 500 Index ETF seller in Q2 2020 was Jane Street, an estimated $717K sold.
Based on aggregated 13F filings for Q2 2020.