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HCM Defender 500 Index ETF
LGH

17 hedge funds and large institutions have $118M invested in HCM Defender 500 Index ETF in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 0 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more funds holding

Funds holding: 11 → 17 (+6)

4% more capital invested

Capital invested by funds: $113M → $118M (+$4.5M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.87% less ownership

Funds ownership: 71.12% → 69.25% (-1.9%)

Holders
17
Holders Change
+6
Holders Change %
+54.55%
% of All Funds
0.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
9
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$4.43M
2
FEM
Fulcrum Equity Management
Texas
+$2.33M
3
HCM
Howard Capital Management
Georgia
+$2.31M
4
CAN
Cetera Advisor Networks
California
+$1.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.22M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1
Howard Capital Management
Georgia
$86.5M +$2.31M +60,312 +2%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$9.56M +$4.43M +115,567 +94%
LPL Financial
3
LPL Financial
California
$4.58M +$71.5K +1,863 +2%
JWCA
4
J.W. Cole Advisors
Florida
$4.04M +$82.4K +2,148 +2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.57M +$1.22M +31,822 +55%
RWA
6
Redhawk Wealth Advisors
Minnesota
$3.13M +$260K +6,789 +10%
FEM
7
Fulcrum Equity Management
Texas
$2.43M +$2.33M +60,723 New
CAN
8
Cetera Advisor Networks
California
$1.36M +$1.3M +33,938 New
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$1M +$462K +12,039 +92%
DIM
10
Delta Investment Management
California
$923K +$85.1K +2,219 +11%
TCM
11
Triumph Capital Management
Colorado
$380K +$355K +9,256 New
OPS
12
Orion Portfolio Solutions
Nebraska
$201K +$193K +5,025 New
Osaic Holdings
13
Osaic Holdings
Arizona
$141K +$135K +3,520 New
NFG
14
Next Financial Group
Texas
$43K +$4.91K +128 +14%
CFD
15
Creative Financial Designs
Indiana
$19K – – –
Morgan Stanley
16
Morgan Stanley
New York
$12K +$11.4K +296 New
FHA
17
First Horizon Advisors
Tennessee
$3K +$3.18K +83 New

LGH Hedge Fund Activity: Q2 2021 in Review

17 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in HCM Defender 500 Index ETF (LGH) for Q2 2021, worth a combined $118M — up 4% from $113M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new LGH positions and 0 closed out — a net gain of 7 holders — while 9 added to existing stakes and 0 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $4.43M.

  • 17 institutional investors held HCM Defender 500 Index ETF (LGH) as of Q2 2021, up from 11 in Q1 2021.
  • Funds reported $118M of HCM Defender 500 Index ETF stock for Q2 2021, up 4% quarter-over-quarter.
  • 7 funds opened new HCM Defender 500 Index ETF positions in Q2 2021 and 0 closed out, a net change of +7 holders.
  • The largest HCM Defender 500 Index ETF buyer in Q2 2021 was Cambridge Investment Research Advisors, an estimated $4.43M added.

Based on aggregated 13F filings for Q2 2021.