HCM Defender 500 Index ETF
LGH
43 hedge funds and large institutions have $486M invested in HCM Defender 500 Index ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
16% more capital invested
Capital invested by funds: $421M → $486M (+$65.5M)
8% more funds holding
Funds holding: 40 → 43 (+3)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 15
1.13% less ownership
Funds ownership: 108.71% → 107.58% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Howard Capital Management
Roswell,
Georgia
|
+$12.2M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.77M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.64M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.33M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$2.9M |
| 2 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$1.8M |
| 3 |
GS
GTS Securities
Miami,
Florida
|
-$360K |
| 4 |
CI
CPR Investments
Rochester,
Michigan
|
-$314K |
| 5 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$208K |
LGH Hedge Fund Activity: Q3 2025 in Review
43 of the 7,642 institutional investors tracked by Wall St. Rank reported a position in HCM Defender 500 Index ETF (LGH) for Q3 2025, worth a combined $486M — up 16% from $421M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new LGH positions and 2 closed out — a net gain of 4 holders — while 15 added to existing stakes and 15 trimmed.
The largest buyer was Howard Capital Management, adding an estimated $12.2M. The largest seller was Simplicity Wealth, cutting an estimated $2.9M.
- 43 institutional investors held HCM Defender 500 Index ETF (LGH) as of Q3 2025, up from 40 in Q2 2025.
- Funds reported $486M of HCM Defender 500 Index ETF stock for Q3 2025, up 16% quarter-over-quarter.
- 6 funds opened new HCM Defender 500 Index ETF positions in Q3 2025 and 2 closed out, a net change of +4 holders.
- The largest HCM Defender 500 Index ETF buyer in Q3 2025 was Howard Capital Management, an estimated $12.2M added.
- The largest HCM Defender 500 Index ETF seller in Q3 2025 was Simplicity Wealth, an estimated $2.9M sold.
Based on aggregated 13F filings for Q3 2025.