HCM Defender 100 Index ETF
QQH
32 hedge funds and large institutions have $315M invested in HCM Defender 100 Index ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
15% more capital invested
Capital invested by funds: $275M → $315M (+$40M)
3% more funds holding
Funds holding: 31 → 32 (+1)
3.22% more ownership
Funds ownership: 83.28% → 86.5% (+3.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
20% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
+$4.15M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$4.12M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$1.89M |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$1.89M |
| 5 |
LPL Financial
San Diego,
California
|
+$774K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$2.93M |
| 2 |
HCM
Howard Capital Management
Roswell,
Georgia
|
-$2.11M |
| 3 |
DIM
Delta Investment Management
San Francisco,
California
|
-$1.39M |
| 4 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
-$872K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$513K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWS
26
Atria Wealth Solutions
New York
| $389K | -$112K | -2,381 | -24% |
|
|
AWA
27
Arete Wealth Advisors
Chicago,
Illinois
| $380K | +$354K | +7,550 | New |
|
|
DIM
28
Delta Investment Management
San Francisco,
California
| $214K | -$1.39M | -29,635 | -87% |
|
29
Morgan Stanley
New York
| $50.4K | -$32.9K | -702 | -41% |
|
|
GRP
30
Global Retirement Partners
San Rafael,
California
| $27.6K | +$26.1K | +556 | New |
|
|
CAM
31
Creekmur Asset Management
Morton,
Illinois
| $25.9K | +$24.2K | +516 | New |
|
|
ASN
32
Advisory Services Network
Atlanta,
Georgia
| $4.17K | +$3.89K | +83 | New |
|
|
GS
33
GTS Securities
New York
| – | -$2.93M | -65,280 | Closed |
|
|
FEM
34
Fulcrum Equity Management
Plano,
Texas
| – | -$872K | -19,449 | Closed |
|
|
LCGC
35
Legacy Capital Group California
Los Gatos,
California
| – | -$286K | -6,371 | Closed |
|
36
JP Morgan Chase
New York
| – | -$718 | -16 | Closed |
|
QQH Hedge Fund Activity: Q4 2023 in Review
32 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in HCM Defender 100 Index ETF (QQH) for Q4 2023, worth a combined $315M — up 15% from $275M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new QQH positions and 4 closed out — a net gain of 1 holder — while 12 added to existing stakes and 15 trimmed.
The largest buyer was Mariner, opening a new position worth an estimated $4.15M. The largest seller was GTS Securities, exiting entirely with an estimated $2.93M sold.
- 32 institutional investors held HCM Defender 100 Index ETF (QQH) as of Q4 2023, up from 31 in Q3 2023.
- Funds reported $315M of HCM Defender 100 Index ETF stock for Q4 2023, up 15% quarter-over-quarter.
- 5 funds opened new HCM Defender 100 Index ETF positions in Q4 2023 and 4 closed out, a net change of +1 holder.
- The largest HCM Defender 100 Index ETF buyer in Q4 2023 was Mariner, an estimated $4.15M added.
- The largest HCM Defender 100 Index ETF seller in Q4 2023 was GTS Securities, an estimated $2.93M sold.
Based on aggregated 13F filings for Q4 2023.