HCM Defender 500 Index ETF
LGH
11 hedge funds and large institutions have $113M invested in HCM Defender 500 Index ETF in 2021 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 1 closing their positions.
250% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 2
13% more capital invested
Capital invested by funds: $100M → $113M (+$13M)
0% more funds holding
Funds holding: 11 → 11 (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
4.43% less ownership
Funds ownership: 75.55% → 71.12% (-4.4%)
Top Buyers
Top Sellers
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$2.17M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$367K |
| 3 |
DIM
Delta Investment Management
San Francisco,
California
|
-$167K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HCM
1
Howard Capital Management
Roswell,
Georgia
| $95.2M | +$674K | +19,655 | +0.8% |
|
2
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $4.4M | +$580K | +16,905 | +16% |
|
3
LPL Financial
San Diego,
California
| $4.01M | +$531K | +15,494 | +16% |
|
|
JWCA
4
J.W. Cole Advisors
Tampa,
Florida
| $3.52M | +$151K | +4,404 | +5% |
|
|
RWA
5
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| $2.55M | +$467K | +13,609 | +24% |
|
6
Envestnet Asset Management
Chicago,
Illinois
| $2.05M | +$377K | +10,999 | +24% |
|
|
DIM
7
Delta Investment Management
San Francisco,
California
| $744K | -$167K | -4,864 | -19% |
|
|
8
Cetera Investment Advisers
Schaumburg,
Illinois
| $467K | -$367K | -10,713 | -45% |
|
|
MCC
9
Money Concepts Capital
Palm Beach Gardens,
Florida
| $352K | – | – | – |
|
|
NFG
10
Next Financial Group
Houston,
Texas
| $34K | +$4.7K | +137 | +17% |
|
|
CFD
11
Creative Financial Designs
Kokomo,
Indiana
| $17K | +$16.6K | +485 | New |
|
|
GM
12
GeoWealth Management
Chicago,
Illinois
| – | -$2.17M | -65,419 | Closed |
|
LGH Hedge Fund Activity: Q1 2021 in Review
11 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in HCM Defender 500 Index ETF (LGH) for Q1 2021, worth a combined $113M — up 13% from $100M a quarter earlier.
Fund positioning in LGH was balanced in Q1 2021: 1 fund opened new positions, 1 closed out, 7 added to existing stakes and 2 trimmed.
The largest buyer was Howard Capital Management, adding an estimated $674K. The largest seller was GeoWealth Management, exiting entirely with an estimated $2.17M sold.
- 11 institutional investors held HCM Defender 500 Index ETF (LGH) as of Q1 2021, unchanged from Q4 2020.
- Funds reported $113M of HCM Defender 500 Index ETF stock for Q1 2021, up 13% quarter-over-quarter.
- 1 fund opened new HCM Defender 500 Index ETF positions in Q1 2021 and 1 closed out, a net change of 0 holders.
- The largest HCM Defender 500 Index ETF buyer in Q1 2021 was Howard Capital Management, an estimated $674K added.
- The largest HCM Defender 500 Index ETF seller in Q1 2021 was GeoWealth Management, an estimated $2.17M sold.
Based on aggregated 13F filings for Q1 2021.