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HCM Defender 100 Index ETF
QQH

34 hedge funds and large institutions have $253M invested in HCM Defender 100 Index ETF in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 6

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

4.35% more ownership

Funds ownership: 69.89% → 74.25% (+4.4%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3% less funds holding

Funds holding: 35 → 34 (-1)

11% less capital invested

Capital invested by funds: $285M → $253M (-$32.2M)

Holders
34
Holders Change
-1
Holders Change %
-2.86%
% of All Funds
0.54%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
17
Reduced
6
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HCM
Howard Capital Management
Georgia
+$20.8M
2
Osaic Holdings
Osaic Holdings
Arizona
+$5.66M
3
AWM
AE Wealth Management
Kansas
+$3.91M
4
IA
IFP Advisors
Florida
+$3.53M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.48M

Top Sellers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$2.12M
2
Jane Street
Jane Street
New York
-$2.02M
3
CI
CPR Investments
Michigan
-$1.47M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.26M
5
LPL Financial
LPL Financial
California
-$717K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
26
Axxcess Wealth Management
California
$317K +$320K +6,653 New
TSA
27
Tri-Star Advisors
Texas
$250K – – –
BW
28
Bison Wealth
Georgia
$200K +$201K +4,192 New
UBS Group
29
UBS Group
Switzerland
$140K +$107K +2,222 +313%
BAM
30
Belpointe Asset Management
Nevada
$139K – – –
WAM
31
Worth Asset Management
Texas
$65K +$81.4K +1,695 New
PFS
32
Prospera Financial Services
Texas
$60K +$60.3K +1,256 New
CFD
33
Creative Financial Designs
Indiana
$19K – – –
Bank of America
34
Bank of America
North Carolina
$6K +$6.2K +129 New
Jane Street
35
Jane Street
New York
– -$2.02M -35,742 Closed
TCM
36
Triumph Capital Management
Colorado
– -$477K -8,457 Closed
KA
37
Kovack Advisors
Florida
– -$221K -3,913 Closed
IFG
38
Independent Financial Group
California
– -$208K -3,690 Closed
CAN
39
Claraphi Advisory Network
United States
– -$200K -3,547 Closed
ACM
40
Absolute Capital Management
Pennsylvania
– -$72.2K -1,280 Closed
MP
41
McDonald Partners
Ohio
– -$72.2K -1,280 Closed
1
2

QQH Hedge Fund Activity: Q1 2022 in Review

34 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in HCM Defender 100 Index ETF (QQH) for Q1 2022, worth a combined $253M — down 11% from $285M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new QQH positions and 7 closed out — a net gain of 1 holder — while 17 added to existing stakes and 6 trimmed.

The largest buyer was Howard Capital Management, adding an estimated $20.8M. The largest seller was Cetera Investment Advisers, cutting an estimated $2.12M.

  • 34 institutional investors held HCM Defender 100 Index ETF (QQH) as of Q1 2022, down from 35 in Q4 2021.
  • Funds reported $253M of HCM Defender 100 Index ETF stock for Q1 2022, down 11% quarter-over-quarter.
  • 8 funds opened new HCM Defender 100 Index ETF positions in Q1 2022 and 7 closed out, a net change of +1 holder.
  • The largest HCM Defender 100 Index ETF buyer in Q1 2022 was Howard Capital Management, an estimated $20.8M added.
  • The largest HCM Defender 100 Index ETF seller in Q1 2022 was Cetera Investment Advisers, an estimated $2.12M sold.

Based on aggregated 13F filings for Q1 2022.