HCM Defender 100 Index ETF
QQH
29 hedge funds and large institutions have $190M invested in HCM Defender 100 Index ETF in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 7 closing their positions.
1.74% more ownership
Funds ownership: 74.25% → 75.98% (+1.7%)
8% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 12
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
15% less funds holding
Funds holding: 34 → 29 (-5)
25% less capital invested
Capital invested by funds: $253M → $190M (-$63M)
71% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Howard Capital Management
Roswell,
Georgia
|
+$6.26M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$792K |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$693K |
| 4 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$607K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$506K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$6.83M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.65M |
| 3 |
LPL Financial
San Diego,
California
|
-$3.19M |
| 4 |
CI
CPR Investments
Rochester,
Michigan
|
-$840K |
| 5 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$585K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Morgan Stanley
New York
| $19K | +$20.2K | +501 | New |
|
27
UBS Group
Zurich,
Switzerland
| $1K | -$117K | -2,909 | -99% |
|
|
WAM
28
Worth Asset Management
Dallas,
Texas
| $1K | -$67.7K | -1,680 | -99% |
|
|
TI
29
Tidal Investments
Milwaukee,
Wisconsin
| – | -$585K | -12,295 | Closed |
|
|
KAS
30
Kestra Advisory Services
Austin,
Texas
| – | -$399K | -8,390 | Closed |
|
|
BW
31
Bison Wealth
Atlanta,
Georgia
| – | -$200K | -4,192 | Closed |
|
|
BAM
32
Belpointe Asset Management
Reno,
Nevada
| – | -$139K | -2,915 | Closed |
|
|
PFS
33
Prospera Financial Services
Dallas,
Texas
| – | -$60K | -1,256 | Closed |
|
|
CFD
34
Creative Financial Designs
Kokomo,
Indiana
| – | -$19K | -390 | Closed |
|
35
Bank of America
Charlotte,
North Carolina
| – | -$6K | -129 | Closed |
|
|
GI
36
Gradient Investments
Arden Hills,
Minnesota
| – | +$40 | +1 | New |
|
QQH Hedge Fund Activity: Q2 2022 in Review
29 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in HCM Defender 100 Index ETF (QQH) for Q2 2022, worth a combined $190M — down 25% from $253M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of QQH and 2 opened new positions — a net loss of 5 holders — while 12 trimmed existing stakes and 13 added.
The largest buyer was Howard Capital Management, adding an estimated $6.26M. The largest seller was AE Wealth Management, cutting an estimated $6.83M.
- 29 institutional investors held HCM Defender 100 Index ETF (QQH) as of Q2 2022, down from 34 in Q1 2022.
- Funds reported $190M of HCM Defender 100 Index ETF stock for Q2 2022, down 25% quarter-over-quarter.
- 2 funds opened new HCM Defender 100 Index ETF positions in Q2 2022 and 7 closed out, a net change of -5 holders.
- The largest HCM Defender 100 Index ETF buyer in Q2 2022 was Howard Capital Management, an estimated $6.26M added.
- The largest HCM Defender 100 Index ETF seller in Q2 2022 was AE Wealth Management, an estimated $6.83M sold.
Based on aggregated 13F filings for Q2 2022.