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HCM Defender 500 Index ETF

30 hedge funds and large institutions have $342M invested in HCM Defender 500 Index ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

27.65% more ownership

Funds ownership: 78.95%106.59% (+28%)

25% more funds holding

Funds holding: 2430 (+6)

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

9% more capital invested

Capital invested by funds: $314M → $342M (+$27.9M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
30
Holders Change
+6
Holders Change %
+25%
% of All Funds
0.43%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
9
Increased
10
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Howard Capital Management
Georgia
$200M +$106M +2,159,747 +56%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$25.4M +$1.3M +26,447 +6%
BCI
3
Brinker Capital Investments
Pennsylvania
$21.5M +$2.82M +57,218 +16%
OPS
4
Orion Portfolio Solutions
Nebraska
$21.5M +$2.82M +57,218 +16%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$19.3M +$1.95M +39,498 +12%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$15.2M -$109K -2,206 -0.7%
JWCA
7
J.W. Cole Advisors
Florida
$10.9M -$108K -2,200 -1%
OAS
8
Optivise Advisory Services
Tennessee
$6.27M -$155K -3,156 -2%
GS
9
GTS Securities
New York
$3.24M +$2.62M +53,187 +505%
LPL Financial
10
LPL Financial
California
$2.44M +$1.12M +22,830 +91%
LAM
11
Lifestyle Asset Management
Texas
$2.18M -$15.6K -317 -0.7%
CI
12
CPR Investments
Michigan
$2.14M -$2.18M -44,220 -51%
DWS
13
Discipline Wealth Solutions
South Carolina
$1.76M +$1.71M +34,733 New
FIA
14
Foundations Investment Advisors
Arizona
$1.68M +$514K +10,429 +46%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.61M -$21.4K -434 -1%
PIA
16
Panoramic Investment Advisors
Colorado
$1.54M +$1.5M +30,406 New
BCM
17
Brookstone Capital Management
Illinois
$1.38M +$268K +5,437 +25%
FA
18
Fiduciary Alliance
South Carolina
$1.35M -$112K -2,276 -8%
IA
19
IFP Advisors
Florida
$1.33M +$50.1K +1,018 +4%
WFAG
20
Worth Financial Advisory Group
North Carolina
$466K +$452K +9,185 New
AI
21
Atria Investments
North Carolina
$432K -$29K -588 -6%
MCC
22
Money Concepts Capital
Florida
$248K +$241K +4,884 New
Mariner
23
Mariner
Kansas
$201K +$195K +3,953 New
Morgan Stanley
24
Morgan Stanley
New York
$58.1K
CFD
25
Creative Financial Designs
Indiana
$34.6K +$33.5K +681 New

LGH Hedge Fund Activity: Q3 2024 in Review

30 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in HCM Defender 500 Index ETF (LGH) for Q3 2024, worth a combined $342M — up 8.9% from $314M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new LGH positions and 3 closed out — a net gain of 6 holders — while 10 added to existing stakes and 9 trimmed.

The largest buyer was Howard Capital Management, adding an estimated $106M. The largest seller was CPR Investments, cutting an estimated $2.18M.

  • 30 institutional investors held HCM Defender 500 Index ETF (LGH) as of Q3 2024, up from 24 in Q2 2024.
  • Funds reported $342M of HCM Defender 500 Index ETF stock for Q3 2024, up 8.9% quarter-over-quarter.
  • 9 funds opened new HCM Defender 500 Index ETF positions in Q3 2024 and 3 closed out, a net change of +6 holders.
  • The largest HCM Defender 500 Index ETF buyer in Q3 2024 was Howard Capital Management, an estimated $106M added.
  • The largest HCM Defender 500 Index ETF seller in Q3 2024 was CPR Investments, an estimated $2.18M sold.

Based on aggregated 13F filings for Q3 2024.