HCM Defender 500 Index ETF
LGH
10 hedge funds and large institutions have $82.5M invested in HCM Defender 500 Index ETF in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
12% more capital invested
Capital invested by funds: $73.5M → $82.5M (+$8.99M)
11% more funds holding
Funds holding: 9 → 10 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.13% less ownership
Funds ownership: 77.93% → 74.8% (-3.1%)
Top Buyers
Top Sellers
| 1 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$2.19M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$73.4K |
| 3 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$20.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HCM
1
Howard Capital Management
Roswell,
Georgia
| $70M | +$2.55M | +91,658 | +4% |
|
2
LPL Financial
San Diego,
California
| $2.98M | +$65.7K | +2,361 | +2% |
|
3
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $2.19M | +$214K | +7,693 | +11% |
|
|
GM
4
GeoWealth Management
Chicago,
Illinois
| $1.99M | +$445K | +15,983 | +30% |
|
|
RWA
5
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| $1.81M | +$82.6K | +2,967 | +5% |
|
|
6
Envestnet Asset Management
Chicago,
Illinois
| $1.68M | -$73.4K | -2,637 | -4% |
|
|
FAAS
7
First Allied Advisory Services
San Diego,
California
| $901K | -$20.9K | -752 | -2% |
|
|
DIM
8
Delta Investment Management
San Francisco,
California
| $880K | +$96.9K | +3,481 | +13% |
|
|
NFG
9
Next Financial Group
Houston,
Texas
| $30K | +$29.4K | +1,055 | New |
|
10
UBS Group
Zurich,
Switzerland
| $11K | +$10.4K | +375 | New |
|
|
JWCA
11
J.W. Cole Advisors
Tampa,
Florida
| – | -$2.19M | -86,877 | Closed |
|
LGH Hedge Fund Activity: Q3 2020 in Review
10 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in HCM Defender 500 Index ETF (LGH) for Q3 2020, worth a combined $82.5M — up 12% from $73.5M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new LGH positions and 1 closed out — a net gain of 1 holder — while 6 added to existing stakes and 2 trimmed.
The largest buyer was Howard Capital Management, adding an estimated $2.55M. The largest seller was J.W. Cole Advisors, exiting entirely with an estimated $2.19M sold.
- 10 institutional investors held HCM Defender 500 Index ETF (LGH) as of Q3 2020, up from 9 in Q2 2020.
- Funds reported $82.5M of HCM Defender 500 Index ETF stock for Q3 2020, up 12% quarter-over-quarter.
- 2 funds opened new HCM Defender 500 Index ETF positions in Q3 2020 and 1 closed out, a net change of +1 holder.
- The largest HCM Defender 500 Index ETF buyer in Q3 2020 was Howard Capital Management, an estimated $2.55M added.
- The largest HCM Defender 500 Index ETF seller in Q3 2020 was J.W. Cole Advisors, an estimated $2.19M sold.
Based on aggregated 13F filings for Q3 2020.