HCM Defender 100 Index ETF
QQH
29 hedge funds and large institutions have $361M invested in HCM Defender 100 Index ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 5 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
15% more capital invested
Capital invested by funds: $315M → $361M (+$46.3M)
0% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 13
1.11% less ownership
Funds ownership: 86.5% → 85.4% (-1.1%)
9% less funds holding
Funds holding: 32 → 29 (-3)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$10.4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.42M |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
+$5.62M |
| 4 |
HCM
Howard Capital Management
Roswell,
Georgia
|
+$4.69M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$1.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$10.5M |
| 2 |
Mariner
Overland Park,
Kansas
|
-$4.44M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.25M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.2M |
| 5 |
Jane Street
New York
|
-$811K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DIM
26
Delta Investment Management
San Francisco,
California
| $233K | – | – | – |
|
|
KAS
27
Kestra Advisory Services
Austin,
Texas
| $207K | +$198K | +3,776 | New |
|
28
Morgan Stanley
New York
| $35.5K | -$18.7K | -355 | -35% |
|
|
CAM
29
Creekmur Asset Management
Morton,
Illinois
| $22.7K | -$5.41K | -103 | -20% |
|
|
30
Mariner
Overland Park,
Kansas
| – | -$4.44M | -88,374 | Closed |
|
|
31
Jane Street
New York
| – | -$811K | -16,132 | Closed |
|
|
AWA
32
Arete Wealth Advisors
Chicago,
Illinois
| – | -$380K | -7,550 | Closed |
|
|
GRP
33
Global Retirement Partners
San Rafael,
California
| – | -$27.6K | -556 | Closed |
|
|
ASN
34
Advisory Services Network
Atlanta,
Georgia
| – | -$4.17K | -83 | Closed |
|
QQH Hedge Fund Activity: Q1 2024 in Review
29 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in HCM Defender 100 Index ETF (QQH) for Q1 2024, worth a combined $361M — up 15% from $315M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of QQH and 2 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 13 added.
The largest buyer was Cetera Investment Advisers, adding an estimated $10.4M. The largest seller was Brookstone Capital Management, cutting an estimated $10.5M.
- 29 institutional investors held HCM Defender 100 Index ETF (QQH) as of Q1 2024, down from 32 in Q4 2023.
- Funds reported $361M of HCM Defender 100 Index ETF stock for Q1 2024, up 15% quarter-over-quarter.
- 2 funds opened new HCM Defender 100 Index ETF positions in Q1 2024 and 5 closed out, a net change of -3 holders.
- The largest HCM Defender 100 Index ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $10.4M added.
- The largest HCM Defender 100 Index ETF seller in Q1 2024 was Brookstone Capital Management, an estimated $10.5M sold.
Based on aggregated 13F filings for Q1 2024.