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HCM Defender 500 Index ETF
LGH

37 hedge funds and large institutions have $265M invested in HCM Defender 500 Index ETF in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,600% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 1

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

76% more funds holding

Funds holding: 21 → 37 (+16)

61% more capital invested

Capital invested by funds: $165M → $265M (+$99.9M)

5.52% more ownership

Funds ownership: 63.19% → 68.7% (+5.5%)

Holders
37
Holders Change
+16
Holders Change %
+76.19%
% of All Funds
0.57%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
17
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HI
Harbour Investments
Wisconsin
+$13.5M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$10.2M
3
AWM
AE Wealth Management
Kansas
+$7M
4
JWCA
J.W. Cole Advisors
Florida
+$6.46M
5
CAN
Cetera Advisor Networks
California
+$5.5M

Top Sellers

Rank Fund Capital Flow
1
HCM
Howard Capital Management
Georgia
-$4.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1
Howard Capital Management
Georgia
$157M -$4.97M -112,531 -3%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$27.2M +$10.2M +230,632 +64%
HI
3
Harbour Investments
Wisconsin
$14.2M +$13.5M +306,446 New
CI
4
CPR Investments
Michigan
$9.63M +$9.2M +208,408 New
CAN
5
Cetera Advisor Networks
California
$7.55M +$5.5M +124,506 +319%
AWM
6
AE Wealth Management
Kansas
$7.32M +$7M +158,541 New
JWCA
7
J.W. Cole Advisors
Florida
$6.76M +$6.46M +146,408 New
LPL Financial
8
LPL Financial
California
$5.95M +$261K +5,922 +5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$5.67M +$961K +21,773 +22%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$5.32M +$3.16M +71,522 +164%
FEM
11
Fulcrum Equity Management
Texas
$4.01M +$1.17M +26,459 +44%
OPS
12
Orion Portfolio Solutions
Nebraska
$3.67M +$1.88M +42,611 +115%
NF
13
NTB Financial
Colorado
$1.53M +$1.47M +33,230 New
Jane Street
14
Jane Street
New York
$1.5M +$1.44M +32,568 New
DIM
15
Delta Investment Management
California
$1.47M +$182K +4,133 +15%
BCM
16
Brookstone Capital Management
Illinois
$940K +$923K +20,904 New
Osaic Holdings
17
Osaic Holdings
Arizona
$748K +$363K +8,219 +103%
Koshinski Asset Management
18
Koshinski Asset Management
Illinois
$662K +$342K +7,740 +117%
CA
19
Cetera Advisors
Colorado
$592K +$260K +5,901 +85%
TCM
20
Triumph Capital Management
Colorado
$524K +$41K +928 +9%
MCC
21
Money Concepts Capital
Florida
$503K +$480K +10,884 New
NFG
22
Next Financial Group
Texas
$366K +$197K +4,460 +129%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$341K +$33.3K +754 +11%
TSA
24
Tri-Star Advisors
Texas
$336K – – –
IA
25
IFP Advisors
Florida
$325K +$312K +7,060 New
1
2

LGH Hedge Fund Activity: Q4 2021 in Review

37 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in HCM Defender 500 Index ETF (LGH) for Q4 2021, worth a combined $265M — up 61% from $165M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new LGH positions and 0 closed out — a net gain of 16 holders — while 17 added to existing stakes and 1 trimmed.

The largest buyer was Harbour Investments, opening a new position worth an estimated $13.5M. The largest seller was Howard Capital Management, cutting an estimated $4.97M.

  • 37 institutional investors held HCM Defender 500 Index ETF (LGH) as of Q4 2021, up from 21 in Q3 2021.
  • Funds reported $265M of HCM Defender 500 Index ETF stock for Q4 2021, up 61% quarter-over-quarter.
  • 16 funds opened new HCM Defender 500 Index ETF positions in Q4 2021 and 0 closed out, a net change of +16 holders.
  • The largest HCM Defender 500 Index ETF buyer in Q4 2021 was Harbour Investments, an estimated $13.5M added.
  • The largest HCM Defender 500 Index ETF seller in Q4 2021 was Howard Capital Management, an estimated $4.97M sold.

Based on aggregated 13F filings for Q4 2021.