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HCM Defender 500 Index ETF

24 hedge funds and large institutions have $314M invested in HCM Defender 500 Index ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

7% more capital invested

Capital invested by funds: $295M → $314M (+$19.9M)

2.72% less ownership

Funds ownership: 81.66%78.95% (-2.7%)

4% less funds holding

Funds holding: 2524 (-1)

Holders
24
Holders Change
-1
Holders Change %
-4%
% of All Funds
0.35%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
3
Increased
12
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Howard Capital Management
Georgia
$190M +$3.75M +80,487 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$23.4M +$1.89M +40,479 +9%
BCI
3
Brinker Capital Investments
Pennsylvania
$18.1M +$670K +14,357 +4%
OPS
4
Orion Portfolio Solutions
Nebraska
$18.1M +$670K +14,357 +4%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$16.8M +$1.93M +41,474 +14%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$14.9M -$828K -17,741 -6%
JWCA
7
J.W. Cole Advisors
Florida
$10.7M +$1.94M +41,566 +24%
OAS
8
Optivise Advisory Services
Tennessee
$6.27M +$5.91M +126,664 New
CI
9
CPR Investments
Michigan
$4.27M +$119K +2,553 +3%
LAM
10
Lifestyle Asset Management
Texas
$2.14M +$18.6K +398 +0.9%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.59M -$1.4M -29,992 -48%
FA
12
Fiduciary Alliance
South Carolina
$1.44M +$92.3K +1,978 +7%
IA
13
IFP Advisors
Florida
$1.25M -$366K -7,838 -24%
LPL Financial
14
LPL Financial
California
$1.25M +$31.5K +675 +3%
FIA
15
Foundations Investment Advisors
Arizona
$1.12M +$271K +5,811 +35%
BCM
16
Brookstone Capital Management
Illinois
$1.11M -$7.37K -158 -0.7%
GS
17
GTS Securities
New York
$521K -$1.97M -42,172 -80%
AI
18
Atria Investments
North Carolina
$450K +$424K +9,093 New
SPC
19
Sigma Planning Corp
Michigan
$400K +$378K +8,095 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$363K -$432K -9,271 -56%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$274K -$61.4K -1,317 -19%
UBS Group
22
UBS Group
Switzerland
$121K +$110K +2,367 +3,381%
Morgan Stanley
23
Morgan Stanley
New York
$56.6K
CAM
24
Creekmur Asset Management
Illinois
$18.5K -$6.76K -145 -28%
Citadel Advisors
25
Citadel Advisors
Florida
-$241K -5,183 Closed

LGH Hedge Fund Activity: Q2 2024 in Review

24 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in HCM Defender 500 Index ETF (LGH) for Q2 2024, worth a combined $314M — up 6.8% from $295M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new LGH positions and 1 closed out — a net gain of 2 holders — while 12 added to existing stakes and 8 trimmed.

The largest buyer was Howard Capital Management, adding an estimated $3.75M. The largest seller was GTS Securities, cutting an estimated $1.97M.

  • 24 institutional investors held HCM Defender 500 Index ETF (LGH) as of Q2 2024, down from 25 in Q1 2024.
  • Funds reported $314M of HCM Defender 500 Index ETF stock for Q2 2024, up 6.8% quarter-over-quarter.
  • 3 funds opened new HCM Defender 500 Index ETF positions in Q2 2024 and 1 closed out, a net change of +2 holders.
  • The largest HCM Defender 500 Index ETF buyer in Q2 2024 was Howard Capital Management, an estimated $3.75M added.
  • The largest HCM Defender 500 Index ETF seller in Q2 2024 was GTS Securities, an estimated $1.97M sold.

Based on aggregated 13F filings for Q2 2024.