HCM Defender 500 Index ETF
LGH
11 hedge funds and large institutions have $100M invested in HCM Defender 500 Index ETF in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
22% more capital invested
Capital invested by funds: $82.5M → $100M (+$17.8M)
10% more funds holding
Funds holding: 10 → 11 (+1)
0.75% more ownership
Funds ownership: 74.8% → 75.55% (+0.75%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
67% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 6
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HCM
1
Howard Capital Management
Roswell,
Georgia
| $82.9M | +$1.54M | +50,152 | +2% |
|
2
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $3.52M | +$916K | +29,931 | +39% |
|
3
LPL Financial
San Diego,
California
| $3.21M | -$215K | -7,027 | -7% |
|
|
JWCA
4
J.W. Cole Advisors
Tampa,
Florida
| $3.12M | +$2.89M | +94,353 | New |
|
|
GM
5
GeoWealth Management
Chicago,
Illinois
| $2.17M | -$129K | -4,201 | -6% |
|
|
RWA
6
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| $1.91M | -$169K | -5,537 | -9% |
|
7
Envestnet Asset Management
Chicago,
Illinois
| $1.53M | -$373K | -12,196 | -21% |
|
|
DIM
8
Delta Investment Management
San Francisco,
California
| $850K | -$152K | -4,975 | -16% |
|
9
Cetera Investment Advisers
Schaumburg,
Illinois
| $787K | +$728K | +23,798 | New |
|
|
MCC
10
Money Concepts Capital
Palm Beach Gardens,
Florida
| $326K | +$302K | +9,863 | New |
|
|
NFG
11
Next Financial Group
Houston,
Texas
| $27K | -$7.56K | -247 | -23% |
|
12
UBS Group
Zurich,
Switzerland
| – | -$11K | -375 | Closed |
|
LGH Hedge Fund Activity: Q4 2020 in Review
11 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in HCM Defender 500 Index ETF (LGH) for Q4 2020, worth a combined $100M — up 22% from $82.5M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new LGH positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 6 trimmed.
The largest buyer was J.W. Cole Advisors, opening a new position worth an estimated $2.89M. The largest seller was Envestnet Asset Management, cutting an estimated $373K.
- 11 institutional investors held HCM Defender 500 Index ETF (LGH) as of Q4 2020, up from 10 in Q3 2020.
- Funds reported $100M of HCM Defender 500 Index ETF stock for Q4 2020, up 22% quarter-over-quarter.
- 3 funds opened new HCM Defender 500 Index ETF positions in Q4 2020 and 1 closed out, a net change of +2 holders.
- The largest HCM Defender 500 Index ETF buyer in Q4 2020 was J.W. Cole Advisors, an estimated $2.89M added.
- The largest HCM Defender 500 Index ETF seller in Q4 2020 was Envestnet Asset Management, an estimated $373K sold.
Based on aggregated 13F filings for Q4 2020.