Direxion HCM Tactic US ETFHCMTETF

13F holders, Q1 2024 (March 31)
22holders
$30.94avg. 13F price*

At the end of Q1 2024, 22 institutions reported holding Direxion HCM Tactic US ETF (HCMT) in their 13F filings. The largest holders were Howard Capital Management, LLC ($158.7M), Orion Porfolio Solutions, LLC ($38.4M) and Orion Portfolio Solutions, LLC ($38.4M).

Company
Direxion HCM Tactic US ETF
CUSIP
25461A726
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2024: 22Q1 2024Q2 2024: 31Q2 2024Q3 2024: 30Q3 2024Q4 2024: 33Q4 2024Q1 2025: 35Q1 2025Q2 2025: 39Q2 2025Q3 2025: 36Q3 2025Q4 2025: 42Q4 2025Q1 2026: 36Q1 2026Q2 2026: 40Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions3$420K
Exits1$15.1M

Ownership 22 holders

Howard Capital Management, LLC 17.33% Add +4.9% 5,128,110 $158.7M
Orion Porfolio Solutions, LLC 0.41% Add +15.0% 1,242,228 $38.4M
Orion Portfolio Solutions, LLC 0.41% Add +15.0% 1,242,228 $38.4M
CPR Investments Inc. 8.48% Add +48.0% 360,177 $11.1M
Delta Investment Management, LLC 0.84% Add +55.0% 119,167 $3.7M
Foundations Investment Advisors, LLC 0.09% Add +2.0% 113,603 $3.5M
Envestnet Asset Management Inc. 0.00% Reduce -31.3% 106,968 $3.3M
UBS Group AG 0.00% Reduce -0.0% 100,954 $3.1M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -14.5% 65,493 $2.0M
Lifestyle Asset Management, Inc. 0.67% Add +0.7% 36,658 $1.1M
IFP Advisors, Inc 0.05% Add +132.8% 35,606 $1.1M
Envestnet Portfolio Solutions, Inc. 0.00% Add +4.9% 32,958 $1.0M
Atria Wealth Solutions, Inc. 0.01% Add +2.6% 30,529 $945K
GTS Securities LLC 0.02% Reduce -49.1% 20,929 $648K
Axxcess Wealth Management, LLC 0.01% New 13,155 $407K
Coppell Advisory Solutions Corp. 0.07% — 12,414 $384K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -0.6% 12,191 $377K
Cetera Investment Advisers 0.00% Reduce -74.7% 7,532 $233K
Osaic Holdings, Inc. 0.00% Add +398.3% 598 $19K
VitalStone Financial, LLC 0.01% Add +0.5% 402 $12K
Tucker Asset Management LLC 0.00% New 295 $9K
NorthRock Partners, LLC 0.00% New 113 $3K

"% of holder's portfolio" is HCMT's weight in each manager's 13F, not the share of Direxion HCM Tactic US ETF the manager owns.