HCM Defender 500 Index ETF
LGH
21 hedge funds and large institutions have $165M invested in HCM Defender 500 Index ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 1 reducing their positions, and 2 closing their positions.
1,100% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 1
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
40% more capital invested
Capital invested by funds: $118M → $165M (+$47.2M)
24% more funds holding
Funds holding: 17 → 21 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6.06% less ownership
Funds ownership: 69.25% → 63.19% (-6.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Howard Capital Management
Roswell,
Georgia
|
+$27.3M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$4.96M |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$1.33M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$773K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$495K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$4.04M |
| 2 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
-$3.13M |
| 3 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
-$18.2K |
LGH Hedge Fund Activity: Q3 2021 in Review
21 of the 5,729 institutional investors tracked by Wall St. Rank reported a position in HCM Defender 500 Index ETF (LGH) for Q3 2021, worth a combined $165M — up 40% from $118M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new LGH positions and 2 closed out — a net gain of 4 holders — while 12 added to existing stakes and 1 trimmed.
The largest buyer was Howard Capital Management, adding an estimated $27.3M. The largest seller was J.W. Cole Advisors, exiting entirely with an estimated $4.04M sold.
- 21 institutional investors held HCM Defender 500 Index ETF (LGH) as of Q3 2021, up from 17 in Q2 2021.
- Funds reported $165M of HCM Defender 500 Index ETF stock for Q3 2021, up 40% quarter-over-quarter.
- 6 funds opened new HCM Defender 500 Index ETF positions in Q3 2021 and 2 closed out, a net change of +4 holders.
- The largest HCM Defender 500 Index ETF buyer in Q3 2021 was Howard Capital Management, an estimated $27.3M added.
- The largest HCM Defender 500 Index ETF seller in Q3 2021 was J.W. Cole Advisors, an estimated $4.04M sold.
Based on aggregated 13F filings for Q3 2021.