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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Howard Capital Management
Roswell,
Georgia
|
+$2.56M |
| 2 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$809K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$641K |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$427K |
| 5 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$410K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$7.17M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.93M |
| 3 |
LPL Financial
San Diego,
California
|
-$4.1M |
| 4 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
-$3.5M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$2.97M |
LGH Hedge Fund Activity: Q2 2022 in Review
28 of the 5,959 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.