HCM Defender 100 Index ETF
QQH
35 hedge funds and large institutions have $285M invested in HCM Defender 100 Index ETF in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 14 increasing their positions, 2 reducing their positions, and 2 closing their positions.
700% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 2
600% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 2
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
67% more funds holding
Funds holding: 21 → 35 (+14)
45% more capital invested
Capital invested by funds: $197M → $285M (+$88.1M)
0.29% less ownership
Funds ownership: 70.19% → 69.89% (-0.29%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$14.6M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$6.95M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$5.17M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.82M |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$2.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Howard Capital Management
Roswell,
Georgia
|
-$7.54M |
| 2 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$6.8M |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$265K |
| 4 |
Morgan Stanley
New York
|
-$5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
26
IFP Advisors
Tampa,
Florida
| $337K | +$323K | +5,978 | New |
|
|
TSA
27
Tri-Star Advisors
Houston,
Texas
| $335K | – | – | – |
|
|
KA
28
Kovack Advisors
Ft. Lauderdale,
Florida
| $221K | +$212K | +3,913 | New |
|
|
IFG
29
Independent Financial Group
San Diego,
California
| $208K | +$200K | +3,690 | New |
|
|
CAN
30
Claraphi Advisory Network
Aliso Viejo,
United States
| $200K | +$192K | +3,547 | New |
|
|
BAM
31
Belpointe Asset Management
Reno,
Nevada
| $164K | – | – | – |
|
|
ACM
32
Absolute Capital Management
Pittsburgh,
Pennsylvania
| $72.2K | +$69.2K | +1,280 | New |
|
|
MP
33
McDonald Partners
Cleveland,
Ohio
| $72.2K | +$69.2K | +1,280 | New |
|
34
UBS Group
Zurich,
Switzerland
| $40K | +$2.27K | +42 | +6% |
|
|
CFD
35
Creative Financial Designs
Kokomo,
Indiana
| $22K | – | – | – |
|
|
ASN
36
Advisory Services Network
Atlanta,
Georgia
| – | -$265K | -5,460 | Closed |
|
|
37
Morgan Stanley
New York
| – | -$5K | -100 | Closed |
|
QQH Hedge Fund Activity: Q4 2021 in Review
35 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in HCM Defender 100 Index ETF (QQH) for Q4 2021, worth a combined $285M — up 45% from $197M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new QQH positions and 2 closed out — a net gain of 14 holders — while 14 added to existing stakes and 2 trimmed.
The largest buyer was Harbour Investments, opening a new position worth an estimated $14.6M. The largest seller was Howard Capital Management, cutting an estimated $7.54M.
- 35 institutional investors held HCM Defender 100 Index ETF (QQH) as of Q4 2021, up from 21 in Q3 2021.
- Funds reported $285M of HCM Defender 100 Index ETF stock for Q4 2021, up 45% quarter-over-quarter.
- 16 funds opened new HCM Defender 100 Index ETF positions in Q4 2021 and 2 closed out, a net change of +14 holders.
- The largest HCM Defender 100 Index ETF buyer in Q4 2021 was Harbour Investments, an estimated $14.6M added.
- The largest HCM Defender 100 Index ETF seller in Q4 2021 was Howard Capital Management, an estimated $7.54M sold.
Based on aggregated 13F filings for Q4 2021.