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HCM Defender 500 Index ETF
LGH

34 hedge funds and large institutions have $387M invested in HCM Defender 500 Index ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 6

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

13% more funds holding

Funds holding: 30 → 34 (+4)

13% more capital invested

Capital invested by funds: $342M → $387M (+$44.3M)

4.26% more ownership

Funds ownership: 106.59% → 110.85% (+4.3%)

Holders
34
Holders Change
+4
Holders Change %
+13.33%
% of All Funds
0.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
7
Increased
18
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.6M
2
HCM
Howard Capital Management
Georgia
+$4.13M
3
OAS
Optivise Advisory Services
Tennessee
+$2.54M
4
BCI
Brinker Capital Investments
Pennsylvania
+$2.03M
5
OPS
Orion Portfolio Solutions
Nebraska
+$2.03M

Top Sellers

1
GS
GTS Securities
New York
-$3.24M
2
CI
CPR Investments
Michigan
-$727K
3
FA
Fiduciary Alliance
South Carolina
-$188K
4
Osaic Holdings
Osaic Holdings
Arizona
-$133K
5
IA
IFP Advisors
Florida
-$64.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1
Howard Capital Management
Georgia
$209M +$4.13M +78,623 +1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$30.6M +$4.6M +87,571 +18%
BCI
3
Brinker Capital Investments
Pennsylvania
$24.1M +$2.03M +38,611 +9%
OPS
4
Orion Portfolio Solutions
Nebraska
$24.1M +$2.03M +38,611 +9%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$21.7M +$2.01M +38,248 +10%
WWA
6
Wealth Watch Advisors
Colorado
$17.8M +$17.9M +341,241 New
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$16.1M +$519K +9,873 +3%
JWCA
8
J.W. Cole Advisors
Florida
$12.3M +$1.1M +20,999 +10%
OAS
9
Optivise Advisory Services
Tennessee
$8.95M +$2.54M +48,424 +39%
LPL Financial
10
LPL Financial
California
$3.04M +$547K +10,417 +22%
DWS
11
Discipline Wealth Solutions
South Carolina
$2.48M +$675K +12,854 +37%
LAM
12
Lifestyle Asset Management
Texas
$2.3M +$67.7K +1,288 +3%
FIA
13
Foundations Investment Advisors
Arizona
$1.74M +$19.9K +378 +1%
PIA
14
Panoramic Investment Advisors
Colorado
$1.59M +$3.57K +68 +0.2%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.52M -$133K -2,538 -8%
CI
16
CPR Investments
Michigan
$1.47M -$727K -13,833 -33%
BCM
17
Brookstone Capital Management
Illinois
$1.38M -$40.6K -772 -3%
IA
18
IFP Advisors
Florida
$1.3M -$64.7K -1,231 -5%
FA
19
Fiduciary Alliance
South Carolina
$1.2M -$188K -3,582 -13%
BIG
20
Brooklyn Investment Group
New York
$1.16M +$1.17M +22,256 New
WFAG
21
Worth Financial Advisory Group
North Carolina
$525K +$47.1K +897 +10%
AI
22
Atria Investments
North Carolina
$411K -$32.1K -611 -7%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$402K +$405K +7,718 New
ACM
24
Absolute Capital Management
Pennsylvania
$290K +$290K +5,524 New
Jane Street
25
Jane Street
New York
$263K +$265K +5,053 New
1
2

LGH Hedge Fund Activity: Q4 2024 in Review

34 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in HCM Defender 500 Index ETF (LGH) for Q4 2024, worth a combined $387M — up 13% from $342M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new LGH positions and 3 closed out — a net gain of 4 holders — while 18 added to existing stakes and 6 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $4.6M. The largest seller was GTS Securities, exiting entirely with an estimated $3.24M sold.

  • 34 institutional investors held HCM Defender 500 Index ETF (LGH) as of Q4 2024, up from 30 in Q3 2024.
  • Funds reported $387M of HCM Defender 500 Index ETF stock for Q4 2024, up 13% quarter-over-quarter.
  • 7 funds opened new HCM Defender 500 Index ETF positions in Q4 2024 and 3 closed out, a net change of +4 holders.
  • The largest HCM Defender 500 Index ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $4.6M added.
  • The largest HCM Defender 500 Index ETF seller in Q4 2024 was GTS Securities, an estimated $3.24M sold.

Based on aggregated 13F filings for Q4 2024.