HCM Defender 500 Index ETF
LGH
45 hedge funds and large institutions have $437M invested in HCM Defender 500 Index ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 8 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
4.08% less ownership
Funds ownership: 109.84% → 105.76% (-4.1%)
4% less funds holding
Funds holding: 47 → 45 (-2)
13% less capital invested
Capital invested by funds: $504M → $437M (-$66.7M)
17% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 18
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWS
Discipline Wealth Solutions
Greenville,
South Carolina
|
+$7.06M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.28M |
| 3 |
LAM
Lifestyle Asset Management
Friendswood,
Texas
|
+$2.01M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.66M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$22M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$17.6M |
| 3 |
HCM
Howard Capital Management
Roswell,
Georgia
|
-$4.45M |
| 4 |
JCM
J2 Capital Management
Troy,
Michigan
|
-$3M |
| 5 |
GS
GTS Securities
New York
|
-$2.89M |
LGH Hedge Fund Activity: Q1 2026 in Review
45 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in HCM Defender 500 Index ETF (LGH) for Q1 2026, worth a combined $437M — down 13% from $504M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of LGH and 6 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 15 added.
The largest buyer was Discipline Wealth Solutions, adding an estimated $7.06M. The largest seller was J.W. Cole Advisors, cutting an estimated $22M.
- 45 institutional investors held HCM Defender 500 Index ETF (LGH) as of Q1 2026, down from 47 in Q4 2025.
- Funds reported $437M of HCM Defender 500 Index ETF stock for Q1 2026, down 13% quarter-over-quarter.
- 6 funds opened new HCM Defender 500 Index ETF positions in Q1 2026 and 8 closed out, a net change of -2 holders.
- The largest HCM Defender 500 Index ETF buyer in Q1 2026 was Discipline Wealth Solutions, an estimated $7.06M added.
- The largest HCM Defender 500 Index ETF seller in Q1 2026 was J.W. Cole Advisors, an estimated $22M sold.
Based on aggregated 13F filings for Q1 2026.