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HCM Defender 500 Index ETF
LGH

24 hedge funds and large institutions have $247M invested in HCM Defender 500 Index ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 7

9% more capital invested

Capital invested by funds: $227M → $247M (+$20.5M)

1.95% more ownership

Funds ownership: 80.34% → 82.28% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

14% less funds holding

Funds holding: 28 → 24 (-4)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
24
Holders Change
-4
Holders Change %
-14.29%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
3
Increased
14
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mariner
Mariner
Kansas
+$3.96M
2
BCI
Brinker Capital Investments
Pennsylvania
+$1.79M
3
OPS
Orion Portfolio Solutions
Nebraska
+$1.79M
4
HCM
Howard Capital Management
Georgia
+$762K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$639K

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$5.49M
2
GS
GTS Securities
New York
-$4.46M
3
DIM
Delta Investment Management
California
-$1.32M
4
AWM
AE Wealth Management
Kansas
-$751K
5
IA
IFP Advisors
Florida
-$411K
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1
Howard Capital Management
Georgia
$151M +$762K +19,857 +0.5%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$16.4M -$5.49M -143,196 -26%
BCI
3
Brinker Capital Investments
Pennsylvania
$12.4M +$1.79M +46,678 +18%
OPS
4
Orion Portfolio Solutions
Nebraska
$12.4M +$1.79M +46,678 +18%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$11.7M +$639K +16,661 +6%
BCM
6
Brookstone Capital Management
Illinois
$9.28M +$209K +5,442 +2%
JWCA
7
J.W. Cole Advisors
Florida
$7.35M -$86.6K -2,257 -1%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$4.57M +$481K +12,535 +13%
Mariner
9
Mariner
Kansas
$4.25M +$3.96M +103,164 New
Osaic Holdings
10
Osaic Holdings
Arizona
$2.51M +$492K +12,825 +27%
CI
11
CPR Investments
Michigan
$2.25M +$4.49K +117 +0.2%
CAN
12
Cetera Advisor Networks
California
$1.97M -$35.2K -917 -2%
LAM
13
Lifestyle Asset Management
Texas
$1.76M +$3.57K +93 +0.2%
IA
14
IFP Advisors
Florida
$1.48M -$411K -10,723 -23%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.44M +$89.3K +2,328 +7%
PIA
16
Panoramic Investment Advisors
Colorado
$1.39M -$19.8K -517 -2%
CA
17
Cetera Advisors
Colorado
$1.22M +$28.8K +750 +3%
FA
18
Fiduciary Alliance
South Carolina
$1.1M +$384K +10,005 +60%
LPL Financial
19
LPL Financial
California
$1.04M +$115K +2,992 +13%
FIA
20
Foundations Investment Advisors
Arizona
$684K +$288K +7,501 +87%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$345K -$21.6K -563 -6%
Morgan Stanley
22
Morgan Stanley
New York
$94.2K -$11.9K -311 -12%
GRP
23
Global Retirement Partners
California
$26.6K +$25K +652 New
CAM
24
Creekmur Asset Management
Illinois
$26.3K +$24.5K +640 New
GS
25
GTS Securities
New York
– -$4.46M -119,404 Closed
1
2

LGH Hedge Fund Activity: Q4 2023 in Review

24 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in HCM Defender 500 Index ETF (LGH) for Q4 2023, worth a combined $247M — up 9% from $227M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of LGH and 3 opened new positions — a net loss of 4 holders — while 7 trimmed existing stakes and 14 added.

The largest buyer was Mariner, opening a new position worth an estimated $3.96M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $5.49M.

  • 24 institutional investors held HCM Defender 500 Index ETF (LGH) as of Q4 2023, down from 28 in Q3 2023.
  • Funds reported $247M of HCM Defender 500 Index ETF stock for Q4 2023, up 9% quarter-over-quarter.
  • 3 funds opened new HCM Defender 500 Index ETF positions in Q4 2023 and 7 closed out, a net change of -4 holders.
  • The largest HCM Defender 500 Index ETF buyer in Q4 2023 was Mariner, an estimated $3.96M added.
  • The largest HCM Defender 500 Index ETF seller in Q4 2023 was Cambridge Investment Research Advisors, an estimated $5.49M sold.

Based on aggregated 13F filings for Q4 2023.