HCM Defender 500 Index ETF
LGH
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.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+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: 25 → 24 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Howard Capital Management
Roswell,
Georgia
|
+$3.75M |
| 2 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$1.94M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.93M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.89M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$670K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
Miami,
Florida
|
-$1.97M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.4M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$828K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$432K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$366K |
LGH Hedge Fund Activity: Q2 2024 in Review
24 of the 6,935 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.