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HCM Defender 500 Index ETF
LGH

28 hedge funds and large institutions have $192M invested in HCM Defender 500 Index ETF in 2022 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 12

0.41% more ownership

Funds ownership: 73.52% → 73.93% (+0.41%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

15% less funds holding

Funds holding: 33 → 28 (-5)

24% less capital invested

Capital invested by funds: $251M → $192M (-$59.3M)

83% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 6

Holders
28
Holders Change
-5
Holders Change %
-15.15%
% of All Funds
0.47%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
1
Increased
13
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HCM
Howard Capital Management
Georgia
+$2.56M
2
MCC
Money Concepts Capital
Florida
+$809K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$641K
4
OPS
Orion Portfolio Solutions
Nebraska
+$427K
5
JWCA
J.W. Cole Advisors
Florida
+$410K

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$7.17M
2
Osaic Holdings
Osaic Holdings
Arizona
-$4.93M
3
LPL Financial
LPL Financial
California
-$4.1M
4
FEM
Fulcrum Equity Management
Texas
-$3.5M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$2.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1
Howard Capital Management
Georgia
$126M +$2.56M +68,752 +2%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$24.5M -$362K -9,748 -1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.86M +$641K +17,242 +10%
JWCA
4
J.W. Cole Advisors
Florida
$6.1M +$410K +11,025 +7%
CI
5
CPR Investments
Michigan
$4.6M -$1.14M -30,623 -19%
OPS
6
Orion Portfolio Solutions
Nebraska
$4.1M +$427K +11,489 +11%
CAN
7
Cetera Advisor Networks
California
$3.85M +$129K +3,469 +3%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$2.48M -$2.97M -79,824 -53%
IA
9
IFP Advisors
Florida
$2.14M – – –
MCC
10
Money Concepts Capital
Florida
$1.87M +$809K +21,757 +68%
AWM
11
AE Wealth Management
Kansas
$1.58M -$7.17M -192,766 -81%
DIM
12
Delta Investment Management
California
$1.38M -$21.8K -587 -1%
NF
13
NTB Financial
Colorado
$1.14M -$2.31K -62 -0.2%
BCM
14
Brookstone Capital Management
Illinois
$773K -$129K -3,474 -13%
LPL Financial
15
LPL Financial
California
$738K -$4.1M -110,197 -84%
CA
16
Cetera Advisors
Colorado
$668K +$50.5K +1,359 +8%
Osaic Holdings
17
Osaic Holdings
Arizona
$642K -$4.93M -132,683 -88%
Koshinski Asset Management
18
Koshinski Asset Management
Illinois
$618K -$11.2K -300 -2%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$485K +$175K +4,706 +51%
AWS
20
Atria Wealth Solutions
New York
$300K +$55.4K +1,489 +21%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$284K +$304K +8,191 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$263K +$14.5K +390 +5%
TSA
23
Tri-Star Advisors
Texas
$256K – – –
Morgan Stanley
24
Morgan Stanley
New York
$48K +$19.9K +535 +64%
WAM
25
Worth Asset Management
Texas
$36K -$2.6K -70 -6%
1
2

LGH Hedge Fund Activity: Q2 2022 in Review

28 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in HCM Defender 500 Index ETF (LGH) for Q2 2022, worth a combined $192M — down 24% from $251M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of LGH and 1 opened new positions — a net loss of 5 holders — while 12 trimmed existing stakes and 13 added.

The largest buyer was Howard Capital Management, adding an estimated $2.56M. The largest seller was AE Wealth Management, cutting an estimated $7.17M.

  • 28 institutional investors held HCM Defender 500 Index ETF (LGH) as of Q2 2022, down from 33 in Q1 2022.
  • Funds reported $192M of HCM Defender 500 Index ETF stock for Q2 2022, down 24% quarter-over-quarter.
  • 1 fund opened new HCM Defender 500 Index ETF positions in Q2 2022 and 6 closed out, a net change of -5 holders.
  • The largest HCM Defender 500 Index ETF buyer in Q2 2022 was Howard Capital Management, an estimated $2.56M added.
  • The largest HCM Defender 500 Index ETF seller in Q2 2022 was AE Wealth Management, an estimated $7.17M sold.

Based on aggregated 13F filings for Q2 2022.