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HCM Defender 500 Index ETF

26 hedge funds and large institutions have $228M invested in HCM Defender 500 Index ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $198M → $228M (+$30.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.27% less ownership

Funds ownership: 80.23%78.97% (-1.3%)

7% less funds holding

Funds holding: 2826 (-2)

23% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 13

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
26
Holders Change
-2
Holders Change %
-7.14%
% of All Funds
0.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
10
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Howard Capital Management
Georgia
$142M +$1.42M +38,908 +1%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$22.8M +$4.21M +115,755 +25%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.3M -$40.6K -1,117 -0.4%
BCI
4
Brinker Capital Investments
Pennsylvania
$9.17M +$1.37M +37,669 +19%
OPS
5
Orion Portfolio Solutions
Nebraska
$9.17M +$1.37M +37,669 +19%
BCM
6
Brookstone Capital Management
Illinois
$8.15M +$315K +8,674 +4%
JWCA
7
J.W. Cole Advisors
Florida
$7.25M +$740K +20,341 +12%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$3.74M -$94.2K -2,591 -3%
GS
9
GTS Securities
New York
$3.15M +$2.91M +80,123 New
CI
10
CPR Investments
Michigan
$2.5M +$208K +5,731 +10%
CAN
11
Cetera Advisor Networks
California
$1.58M -$4.4M -121,002 -75%
IA
12
IFP Advisors
Florida
$1.51M +$44.2K +1,214 +3%
DIM
13
Delta Investment Management
California
$1.45M -$1.85K -51 -0.1%
CA
14
Cetera Advisors
Colorado
$1.21M -$140K -3,846 -11%
LPL Financial
15
LPL Financial
California
$877K -$42.2K -1,161 -5%
FA
16
Fiduciary Alliance
South Carolina
$661K +$327 +9 +0.1%
Osaic Holdings
17
Osaic Holdings
Arizona
$623K -$2.73K -75 -0.5%
LAM
18
Lifestyle Asset Management
Texas
$622K -$327 -9 -0.1%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$467K -$999K -27,460 -70%
AWM
20
AE Wealth Management
Kansas
$354K +$38.9K +1,070 +13%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$347K
MCC
22
Money Concepts Capital
Florida
$336K -$431K -11,851 -58%
FIA
23
Foundations Investment Advisors
Arizona
$277K -$317K -8,711 -55%
Morgan Stanley
24
Morgan Stanley
New York
$45K -$8.26K -227 -17%
WAM
25
Worth Asset Management
Texas
$787 -$42.6K -1,170 -98%

LGH Hedge Fund Activity: Q2 2023 in Review

26 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in HCM Defender 500 Index ETF (LGH) for Q2 2023, worth a combined $228M — up 16% from $198M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of LGH and 2 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 10 added.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $4.21M. The largest seller was Cetera Advisor Networks, cutting an estimated $4.4M.

  • 26 institutional investors held HCM Defender 500 Index ETF (LGH) as of Q2 2023, down from 28 in Q1 2023.
  • Funds reported $228M of HCM Defender 500 Index ETF stock for Q2 2023, up 16% quarter-over-quarter.
  • 2 funds opened new HCM Defender 500 Index ETF positions in Q2 2023 and 4 closed out, a net change of -2 holders.
  • The largest HCM Defender 500 Index ETF buyer in Q2 2023 was Cambridge Investment Research Advisors, an estimated $4.21M added.
  • The largest HCM Defender 500 Index ETF seller in Q2 2023 was Cetera Advisor Networks, an estimated $4.4M sold.

Based on aggregated 13F filings for Q2 2023.