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HCM Defender 500 Index ETF
LGH

47 hedge funds and large institutions have $504M invested in HCM Defender 500 Index ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

9% more funds holding

Funds holding: 43 → 47 (+4)

2.26% more ownership

Funds ownership: 107.58% → 109.84% (+2.3%)

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

4% more capital invested

Capital invested by funds: $486M → $504M (+$17.6M)

Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
0.57%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
10
Increased
16
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HAG
HighPoint Advisor Group
Illinois
+$4.73M
2
GS
GTS Securities
New York
+$3.7M
3
NA
NewEdge Advisors
Louisiana
+$1.33M
4
DWS
Discipline Wealth Solutions
South Carolina
+$1.02M
5
LPL Financial
LPL Financial
California
+$500K

Top Sellers

1
HCM
Howard Capital Management
Georgia
-$4.01M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.48M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$3.12M
4
MCC
Money Concepts Capital
Florida
-$2.04M
5
OAS
Optivise Advisory Services
Tennessee
-$2.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1
Howard Capital Management
Georgia
$255M -$4.01M -65,210 -1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$46.9M -$3.48M -56,572 -7%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$36.5M -$3.12M -50,668 -8%
BCI
4
Brinker Capital Investments
Pennsylvania
$35M -$1.7M -27,589 -5%
WWA
5
Wealth Watch Advisors
Colorado
$20.4M +$287K +4,666 +1%
JWCA
6
J.W. Cole Advisors
Florida
$20M +$335K +5,453 +1%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$16.2M +$67.2K +1,093 +0.4%
AWMI
8
Aegis Wealth Management (Iowa)
Iowa
$14.7M +$14.6M +236,982 New
OAS
9
Optivise Advisory Services
Tennessee
$6.91M -$2.03M -33,025 -23%
LPL Financial
10
LPL Financial
California
$6.8M +$500K +8,127 +8%
JCM
11
J2 Capital Management
Michigan
$6.72M +$131K +2,138 +2%
LAM
12
Lifestyle Asset Management
Texas
$5.24M -$124K -2,025 -2%
GS
13
GTS Securities
New York
$5.15M +$3.7M +60,203 +262%
HAG
14
HighPoint Advisor Group
Illinois
$4.77M +$4.73M +76,929 New
DWS
15
Discipline Wealth Solutions
South Carolina
$3.96M +$1.02M +16,573 +35%
SW
16
Simplicity Wealth
New Jersey
$2.82M -$218K -3,548 -7%
PIA
17
Panoramic Investment Advisors
Colorado
$1.67M -$13K -212 -0.8%
BCM
18
Brookstone Capital Management
Illinois
$1.64M +$35.5K +577 +2%
FIA
19
Foundations Investment Advisors
Arizona
$1.63M -$180K -2,930 -10%
IA
20
IFP Advisors
Florida
$1.63M +$43.8K +712 +3%
NA
21
NewEdge Advisors
Louisiana
$1.34M +$1.33M +21,673 New
BIG
22
Brooklyn Investment Group
New York
$1.2M – – –
FA
23
Fiduciary Alliance
South Carolina
$998K -$27.4K -445 -3%
PAS
24
Parsonex Advisory Services
Colorado
$952K -$108K -1,751 -10%
IA
25
Integrity Alliance
Iowa
$606K -$22.6K -368 -4%
1
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LGH Hedge Fund Activity: Q4 2025 in Review

47 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in HCM Defender 500 Index ETF (LGH) for Q4 2025, worth a combined $504M — up 3.6% from $486M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new LGH positions and 5 closed out — a net gain of 5 holders — while 16 added to existing stakes and 15 trimmed.

The largest buyer was HighPoint Advisor Group, opening a new position worth an estimated $4.73M. The largest seller was Howard Capital Management, cutting an estimated $4.01M.

  • 47 institutional investors held HCM Defender 500 Index ETF (LGH) as of Q4 2025, up from 43 in Q3 2025.
  • Funds reported $504M of HCM Defender 500 Index ETF stock for Q4 2025, up 3.6% quarter-over-quarter.
  • 10 funds opened new HCM Defender 500 Index ETF positions in Q4 2025 and 5 closed out, a net change of +5 holders.
  • The largest HCM Defender 500 Index ETF buyer in Q4 2025 was HighPoint Advisor Group, an estimated $4.73M added.
  • The largest HCM Defender 500 Index ETF seller in Q4 2025 was Howard Capital Management, an estimated $4.01M sold.

Based on aggregated 13F filings for Q4 2025.