HCM Defender 100 Index ETF
QQH
32 hedge funds and large institutions have $273M invested in HCM Defender 100 Index ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 16 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
23% more capital invested
Capital invested by funds: $221M → $273M (+$51.8M)
14% more funds holding
Funds holding: 28 → 32 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.36% less ownership
Funds ownership: 84.43% → 83.07% (-1.4%)
50% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$5.89M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$1.43M |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$1.43M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$484K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$394K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$2.62M |
| 2 |
HCM
Howard Capital Management
Roswell,
Georgia
|
-$2.04M |
| 3 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$367K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$343K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$336K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $445K | +$394K | +9,412 | New |
|
|
AWA
27
Arete Wealth Advisors
Chicago,
Illinois
| $425K | +$377K | +9,001 | New |
|
|
AWM
28
AE Wealth Management
Topeka,
Kansas
| $328K | +$33.8K | +807 | +13% |
|
29
Truist Financial
Charlotte,
North Carolina
| $206K | +$182K | +4,352 | New |
|
30
UBS Group
Zurich,
Switzerland
| $44.9K | -$91.6K | -2,187 | -70% |
|
31
Morgan Stanley
New York
| $23.7K | – | – | – |
|
|
WAM
32
Worth Asset Management
Dallas,
Texas
| $708 | – | – | – |
|
|
BAM
33
Belpointe Asset Management
Reno,
Nevada
| – | -$5.63K | -143 | Closed |
|
QQH Hedge Fund Activity: Q2 2023 in Review
32 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in HCM Defender 100 Index ETF (QQH) for Q2 2023, worth a combined $273M — up 23% from $221M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new QQH positions and 1 closed out — a net gain of 4 holders — while 8 added to existing stakes and 16 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $5.89M. The largest seller was Cetera Advisor Networks, cutting an estimated $2.62M.
- 32 institutional investors held HCM Defender 100 Index ETF (QQH) as of Q2 2023, up from 28 in Q1 2023.
- Funds reported $273M of HCM Defender 100 Index ETF stock for Q2 2023, up 23% quarter-over-quarter.
- 5 funds opened new HCM Defender 100 Index ETF positions in Q2 2023 and 1 closed out, a net change of +4 holders.
- The largest HCM Defender 100 Index ETF buyer in Q2 2023 was Cambridge Investment Research Advisors, an estimated $5.89M added.
- The largest HCM Defender 100 Index ETF seller in Q2 2023 was Cetera Advisor Networks, an estimated $2.62M sold.
Based on aggregated 13F filings for Q2 2023.