We are live on ! Find out more
LGH icon

HCM Defender 500 Index ETF

28 hedge funds and large institutions have $178M invested in HCM Defender 500 Index ETF in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.77% more ownership

Funds ownership: 74.72%75.49% (+0.77%)

0% less capital invested

Capital invested by funds: $179M → $178M (-$825K)

7% less funds holding

Funds holding: 3028 (-2)

29% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 14

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
28
Holders Change
-2
Holders Change %
-6.67%
% of All Funds
0.45%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
3
Increased
10
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Howard Capital Management
Georgia
$119M -$5.92M -174,086 -5%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$16.4M -$95K -2,791 -0.6%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.7M +$541K +15,915 +6%
JWCA
4
J.W. Cole Advisors
Florida
$5.95M +$208K +6,102 +4%
OPS
5
Orion Portfolio Solutions
Nebraska
$5.93M +$650K +19,098 +12%
CAN
6
Cetera Advisor Networks
California
$4.95M +$825K +24,244 +20%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$3.26M +$866K +25,468 +35%
CI
8
CPR Investments
Michigan
$2.28M -$42.6K -1,251 -2%
CA
9
Cetera Advisors
Colorado
$1.42M +$947K +27,824 +189%
DIM
10
Delta Investment Management
California
$1.32M -$4.87K -143 -0.4%
IA
11
IFP Advisors
Florida
$1.21M -$1.13M -33,330 -41%
MCC
12
Money Concepts Capital
Florida
$1.07M -$712K -20,940 -40%
PIA
13
Panoramic Investment Advisors
Colorado
$1.06M +$1.08M +31,854 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$932K +$551K +16,182 +138%
AWS
15
Atria Wealth Solutions
New York
$880K +$396K +11,629 +79%
LPL Financial
16
LPL Financial
California
$854K +$158K +4,649 +22%
BCM
17
Brookstone Capital Management
Illinois
$764K -$8.37K -246 -1%
FA
18
Fiduciary Alliance
South Carolina
$557K +$568K +16,687 New
Osaic Holdings
19
Osaic Holdings
Arizona
$542K -$11.8K -346 -2%
LAM
20
Lifestyle Asset Management
Texas
$515K +$525K +15,446 New
AWM
21
AE Wealth Management
Kansas
$319K -$290K -8,530 -47%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$248K -$5.1K -150 -2%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$234K -$114K -3,354 -32%
UBS Group
24
UBS Group
Switzerland
$148K +$40.9K +1,201 +37%
WAM
25
Worth Asset Management
Texas
$90.9K -$3.4K -100 -4%

LGH Hedge Fund Activity: Q4 2022 in Review

28 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in HCM Defender 500 Index ETF (LGH) for Q4 2022, worth a combined $178M — down 0.46% from $179M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of LGH and 3 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 10 added.

The largest buyer was Cetera Advisors, adding an estimated $947K. The largest seller was Howard Capital Management, cutting an estimated $5.92M.

  • 28 institutional investors held HCM Defender 500 Index ETF (LGH) as of Q4 2022, down from 30 in Q3 2022.
  • Funds reported $178M of HCM Defender 500 Index ETF stock for Q4 2022, down 0.46% quarter-over-quarter.
  • 3 funds opened new HCM Defender 500 Index ETF positions in Q4 2022 and 5 closed out, a net change of -2 holders.
  • The largest HCM Defender 500 Index ETF buyer in Q4 2022 was Cetera Advisors, an estimated $947K added.
  • The largest HCM Defender 500 Index ETF seller in Q4 2022 was Howard Capital Management, an estimated $5.92M sold.

Based on aggregated 13F filings for Q4 2022.