HCM Defender 100 Index ETF
QQH
33 hedge funds and large institutions have $432M invested in HCM Defender 100 Index ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
31.37% more ownership
Funds ownership: 82.27% → 113.64% (+31%)
10% more funds holding
Funds holding: 30 → 33 (+3)
6% more capital invested
Capital invested by funds: $407M → $432M (+$24.4M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
17% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Howard Capital Management
Roswell,
Georgia
|
+$151M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$2.95M |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$2.95M |
| 4 |
GS
GTS Securities
New York
|
+$2.7M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$3.33M |
| 2 |
CI
CPR Investments
Rochester,
Michigan
|
-$2.57M |
| 3 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$1.56M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.41M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.25M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWS
26
Atria Wealth Solutions
New York
| $278K | -$119K | -1,956 | -31% |
|
|
DIM
27
Delta Investment Management
San Francisco,
California
| $267K | -$547 | -9 | -0.2% |
|
|
KAS
28
Kestra Advisory Services
Austin,
Texas
| $238K | – | – | – |
|
|
EH
29
Equitable Holdings
New York
| $226K | +$218K | +3,586 | New |
|
30
Mariner
Overland Park,
Kansas
| $204K | +$197K | +3,243 | New |
|
31
Morgan Stanley
New York
| $31.7K | – | – | – |
|
|
CAM
32
Creekmur Asset Management
Morton,
Illinois
| $18.3K | – | – | – |
|
33
Fidelity Investments
Boston,
Massachusetts
| $567 | +$547 | +9 | New |
|
|
SA
34
Sanctuary Advisors
Indianapolis,
Indiana
| – | -$1.56M | -29,530 | Closed |
|
|
35
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$1.41M | -22,963 | Closed |
|
|
AWA
36
Arete Wealth Advisors
Chicago,
Illinois
| – | -$254K | -4,103 | Closed |
|
37
UBS Group
Zurich,
Switzerland
| – | -$120K | -1,944 | Closed |
|
38
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$113K | -1,844 | Closed |
|
QQH Hedge Fund Activity: Q3 2024 in Review
33 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in HCM Defender 100 Index ETF (QQH) for Q3 2024, worth a combined $432M — up 6% from $407M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new QQH positions and 5 closed out — a net gain of 3 holders — while 10 added to existing stakes and 12 trimmed.
The largest buyer was Howard Capital Management, adding an estimated $151M. The largest seller was J.W. Cole Advisors, cutting an estimated $3.33M.
- 33 institutional investors held HCM Defender 100 Index ETF (QQH) as of Q3 2024, up from 30 in Q2 2024.
- Funds reported $432M of HCM Defender 100 Index ETF stock for Q3 2024, up 6% quarter-over-quarter.
- 8 funds opened new HCM Defender 100 Index ETF positions in Q3 2024 and 5 closed out, a net change of +3 holders.
- The largest HCM Defender 100 Index ETF buyer in Q3 2024 was Howard Capital Management, an estimated $151M added.
- The largest HCM Defender 100 Index ETF seller in Q3 2024 was J.W. Cole Advisors, an estimated $3.33M sold.
Based on aggregated 13F filings for Q3 2024.