HCM Defender 500 Index ETF
LGH
38 hedge funds and large institutions have $377M invested in HCM Defender 500 Index ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
12% more funds holding
Funds holding: 34 → 38 (+4)
1.85% more ownership
Funds ownership: 110.85% → 112.71% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 14
2% less capital invested
Capital invested by funds: $387M → $377M (-$9.38M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$4.37M |
| 2 |
GS
GTS Securities
New York
|
+$4.16M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.71M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$3.18M |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$3.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAS
Optivise Advisory Services
Franklin,
Tennessee
|
-$3.39M |
| 2 |
HCM
Howard Capital Management
Roswell,
Georgia
|
-$2.11M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.2M |
| 4 |
WWA
Wealth Watch Advisors
Englewood,
Colorado
|
-$560K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$271K |
LGH Hedge Fund Activity: Q1 2025 in Review
38 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in HCM Defender 500 Index ETF (LGH) for Q1 2025, worth a combined $377M — down 2.4% from $387M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new LGH positions and 2 closed out — a net gain of 4 holders — while 14 added to existing stakes and 14 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $4.37M. The largest seller was Optivise Advisory Services, cutting an estimated $3.39M.
- 38 institutional investors held HCM Defender 500 Index ETF (LGH) as of Q1 2025, up from 34 in Q4 2024.
- Funds reported $377M of HCM Defender 500 Index ETF stock for Q1 2025, down 2.4% quarter-over-quarter.
- 6 funds opened new HCM Defender 500 Index ETF positions in Q1 2025 and 2 closed out, a net change of +4 holders.
- The largest HCM Defender 500 Index ETF buyer in Q1 2025 was Cetera Investment Advisers, an estimated $4.37M added.
- The largest HCM Defender 500 Index ETF seller in Q1 2025 was Optivise Advisory Services, an estimated $3.39M sold.
Based on aggregated 13F filings for Q1 2025.