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HCM Defender 100 Index ETF
QQH

17 hedge funds and large institutions have $133M invested in HCM Defender 100 Index ETF in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

21% more funds holding

Funds holding: 14 → 17 (+3)

0% more capital invested

Capital invested by funds: $133M → $133M (+$262K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.86% less ownership

Funds ownership: 75.14% → 73.28% (-1.9%)

Holders
17
Holders Change
+3
Holders Change %
+21.43%
% of All Funds
0.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
11
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HCM
Howard Capital Management
Georgia
+$2.51M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.34M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$968K
4
OPS
Orion Portfolio Solutions
Nebraska
+$617K
5
CAN
Cetera Advisor Networks
California
+$595K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$195K
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1
Howard Capital Management
Georgia
$104M +$2.51M +56,384 +2%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$9.07M +$2.34M +52,567 +39%
LPL Financial
3
LPL Financial
California
$4.66M +$8.42K +189 +0.2%
RWA
4
Redhawk Wealth Advisors
Minnesota
$3.34M +$275K +6,170 +10%
RJA
5
Raymond James & Associates
Florida
$3.06M +$211K +4,727 +8%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.42M +$968K +21,727 +76%
JWCA
7
J.W. Cole Advisors
Florida
$1.92M +$82K +1,841 +5%
DIM
8
Delta Investment Management
California
$1.52M +$76.9K +1,725 +6%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$1.03M +$368K +8,268 +63%
OPS
10
Orion Portfolio Solutions
Nebraska
$665K +$617K +13,855 New
CAN
11
Cetera Advisor Networks
California
$640K +$595K +13,350 New
TCM
12
Triumph Capital Management
Colorado
$365K +$328K +7,369 New
Osaic Holdings
13
Osaic Holdings
Arizona
$290K +$141K +3,174 +110%
NFG
14
Next Financial Group
Texas
$217K +$16.4K +367 +9%
CA
15
Cetera Advisors
Colorado
$207K +$193K +4,325 New
CFD
16
Creative Financial Designs
Indiana
$19K – – –
Morgan Stanley
17
Morgan Stanley
New York
$5K +$4.46K +100 New
UBS Group
18
UBS Group
Switzerland
– -$195K -4,697 Closed

QQH Hedge Fund Activity: Q2 2021 in Review

17 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in HCM Defender 100 Index ETF (QQH) for Q2 2021, worth a combined $133M — up 0.2% from $133M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new QQH positions and 1 closed out — a net gain of 4 holders — while 11 added to existing stakes and 0 trimmed.

The largest buyer was Howard Capital Management, adding an estimated $2.51M. The largest seller was UBS Group, exiting entirely with an estimated $195K sold.

  • 17 institutional investors held HCM Defender 100 Index ETF (QQH) as of Q2 2021, up from 14 in Q1 2021.
  • Funds reported $133M of HCM Defender 100 Index ETF stock for Q2 2021, up 0.2% quarter-over-quarter.
  • 5 funds opened new HCM Defender 100 Index ETF positions in Q2 2021 and 1 closed out, a net change of +4 holders.
  • The largest HCM Defender 100 Index ETF buyer in Q2 2021 was Howard Capital Management, an estimated $2.51M added.
  • The largest HCM Defender 100 Index ETF seller in Q2 2021 was UBS Group, an estimated $195K sold.

Based on aggregated 13F filings for Q2 2021.