HCM Defender 100 Index ETF
QQH
30 hedge funds and large institutions have $407M invested in HCM Defender 100 Index ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
13% more capital invested
Capital invested by funds: $361M → $407M (+$46.3M)
3% more funds holding
Funds holding: 29 → 30 (+1)
8% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 12
3.13% less ownership
Funds ownership: 85.4% → 82.27% (-3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$5M |
| 2 |
HCM
Howard Capital Management
Roswell,
Georgia
|
+$2.68M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.83M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.62M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$729K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.36M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.35M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$807K |
| 4 |
GS
GTS Securities
New York
|
-$485K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$399K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KAS
26
Kestra Advisory Services
Austin,
Texas
| $232K | – | – | – |
|
27
UBS Group
Zurich,
Switzerland
| $120K | +$109K | +1,944 | New |
|
28
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $113K | +$104K | +1,844 | New |
|
29
Morgan Stanley
New York
| $30.9K | -$8.15K | -145 | -22% |
|
|
CAM
30
Creekmur Asset Management
Morton,
Illinois
| $17.8K | -$6.92K | -123 | -30% |
|
|
31
Citadel Advisors
Miami,
Florida
| – | -$1.35M | -24,623 | Closed |
|
|
32
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$807K | -14,703 | Closed |
|
QQH Hedge Fund Activity: Q2 2024 in Review
30 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in HCM Defender 100 Index ETF (QQH) for Q2 2024, worth a combined $407M — up 13% from $361M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new QQH positions and 2 closed out — a net gain of 4 holders — while 11 added to existing stakes and 12 trimmed.
The largest buyer was J.W. Cole Advisors, adding an estimated $5M. The largest seller was Osaic Holdings, cutting an estimated $1.36M.
- 30 institutional investors held HCM Defender 100 Index ETF (QQH) as of Q2 2024, up from 29 in Q1 2024.
- Funds reported $407M of HCM Defender 100 Index ETF stock for Q2 2024, up 13% quarter-over-quarter.
- 6 funds opened new HCM Defender 100 Index ETF positions in Q2 2024 and 2 closed out, a net change of +4 holders.
- The largest HCM Defender 100 Index ETF buyer in Q2 2024 was J.W. Cole Advisors, an estimated $5M added.
- The largest HCM Defender 100 Index ETF seller in Q2 2024 was Osaic Holdings, an estimated $1.36M sold.
Based on aggregated 13F filings for Q2 2024.