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HCM Defender 500 Index ETF
LGH

30 hedge funds and large institutions have $179M invested in HCM Defender 500 Index ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more funds holding

Funds holding: 28 → 30 (+2)

0.79% more ownership

Funds ownership: 73.93% → 74.72% (+0.79%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

6% less capital invested

Capital invested by funds: $192M → $179M (-$12.4M)

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.52%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
3
Increased
10
Reduced
12
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HCM
Howard Capital Management
Georgia
+$3.62M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.64M
3
OPS
Orion Portfolio Solutions
Nebraska
+$1.41M
4
CAN
Cetera Advisor Networks
California
+$461K
5
AWS
Atria Wealth Solutions
New York
+$212K

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$7.36M
2
CI
CPR Investments
Michigan
-$2.18M
3
AWM
AE Wealth Management
Kansas
-$947K
4
CA
Cetera Advisors
Colorado
-$157K
5
IA
IFP Advisors
Florida
-$133K
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1
Howard Capital Management
Georgia
$124M +$3.62M +104,530 +3%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$16.4M -$7.36M -212,325 -30%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.13M +$1.64M +47,238 +24%
JWCA
4
J.W. Cole Advisors
Florida
$5.72M -$123K -3,555 -2%
OPS
5
Orion Portfolio Solutions
Nebraska
$5.27M +$1.41M +40,797 +35%
CAN
6
Cetera Advisor Networks
California
$4.12M +$461K +13,303 +12%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$2.4M +$28.2K +814 +1%
CI
8
CPR Investments
Michigan
$2.31M -$2.18M -62,990 -47%
IA
9
IFP Advisors
Florida
$2.05M -$133K -3,842 -5%
MCC
10
Money Concepts Capital
Florida
$1.76M -$28.4K -819 -2%
DIM
11
Delta Investment Management
California
$1.32M -$3.36K -97 -0.2%
BCM
12
Brookstone Capital Management
Illinois
$763K +$26.2K +756 +3%
LPL Financial
13
LPL Financial
California
$696K -$9.87K -285 -1%
AWM
14
AE Wealth Management
Kansas
$601K -$947K -27,328 -60%
Osaic Holdings
15
Osaic Holdings
Arizona
$550K -$65.8K -1,900 -10%
Koshinski Asset Management
16
Koshinski Asset Management
Illinois
$505K -$89.4K -2,580 -14%
AWS
17
Atria Wealth Solutions
New York
$490K +$212K +6,106 +71%
CA
18
Cetera Advisors
Colorado
$488K -$157K -4,530 -24%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$390K +$124K +3,572 +44%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$344K -$124K -3,593 -26%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$252K – – –
TSA
22
Tri-Star Advisors
Texas
$247K – – –
BAM
23
Belpointe Asset Management
Nevada
$131K +$137K +3,950 New
UBS Group
24
UBS Group
Switzerland
$107K +$101K +2,920 +945%
WAM
25
Worth Asset Management
Texas
$94K +$62K +1,790 +173%
1
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LGH Hedge Fund Activity: Q3 2022 in Review

30 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in HCM Defender 500 Index ETF (LGH) for Q3 2022, worth a combined $179M — down 6.5% from $192M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new LGH positions and 0 closed out — a net gain of 3 holders — while 10 added to existing stakes and 12 trimmed.

The largest buyer was Howard Capital Management, adding an estimated $3.62M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $7.36M.

  • 30 institutional investors held HCM Defender 500 Index ETF (LGH) as of Q3 2022, up from 28 in Q2 2022.
  • Funds reported $179M of HCM Defender 500 Index ETF stock for Q3 2022, down 6.5% quarter-over-quarter.
  • 3 funds opened new HCM Defender 500 Index ETF positions in Q3 2022 and 0 closed out, a net change of +3 holders.
  • The largest HCM Defender 500 Index ETF buyer in Q3 2022 was Howard Capital Management, an estimated $3.62M added.
  • The largest HCM Defender 500 Index ETF seller in Q3 2022 was Cambridge Investment Research Advisors, an estimated $7.36M sold.

Based on aggregated 13F filings for Q3 2022.