Direxion HCM Tactic US ETFHCMTETF

13F holders, Q2 2024 (June 30)
31holders +9
9new positions
1sold out
$34.05avg. 13F price*

At the end of Q2 2024, 31 institutions reported holding Direxion HCM Tactic US ETF (HCMT) in their 13F filings, up 9 from Q1 2024. 9 opened new positions and 1 sold out. The largest holders were Howard Capital Management, LLC ($184.9M), Orion Porfolio Solutions, LLC ($42.9M) and Orion Portfolio Solutions, LLC ($42.9M).

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 → Q2 2024

InstitutionsTotal Value
New Positions9$3.1M
Exits1$233K

All 13F filers, Q1 2024 → Q2 2024: 570,408 shares bought and 117,700 shares sold, net +452,708 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 31 holders

Howard Capital Management, LLC 18.19% Add +5.9% 5,428,745 $184.9M
Orion Porfolio Solutions, LLC 0.45% Add +1.5% 1,260,334 $42.9M
Orion Portfolio Solutions, LLC 0.45% Add +1.5% 1,260,334 $42.9M
CPR Investments Inc. 10.40% Add +2.5% 369,297 $12.6M
Foundations Investment Advisors, LLC 0.11% Add +18.8% 134,994 $4.6M
Delta Investment Management, LLC 0.89% Reduce -0.2% 118,920 $4.0M
Envestnet Asset Management Inc. 0.00% Add +9.8% 117,399 $4.0M
GTS Securities LLC 0.05% Add +257.1% 74,740 $2.5M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -3.8% 63,001 $2.1M
Axxcess Wealth Management, LLC 0.05% Add +304.4% 53,198 $1.8M
Lifestyle Asset Management, Inc. 0.75% Add +5.2% 38,574 $1.3M
Envestnet Portfolio Solutions, Inc. 0.00% Add +5.0% 34,605 $1.2M
Atria Wealth Solutions, Inc. 0.01% Reduce -0.5% 30,379 $1.0M
IFP Advisors, Inc 0.04% Reduce -17.8% 29,253 $996K
Optivise Advisory Services LLC 0.54% — 29,148 $992K
Atria Investments, Inc 0.01% New 24,153 $822K
NDWM LLC 0.59% New 19,520 $665K
Cambridge Investment Research Advisors, Inc. 0.00% Add +28.0% 15,609 $531K
Arete Wealth Advisors, LLC 0.04% New 14,123 $483K
Coppell Advisory Solutions LLC 0.07% — 12,352 $421K
Forum Financial Management, LP 0.01% New 11,793 $402K
Vise Technologies, Inc. 0.05% New 8,016 $273K
J.W. Cole Advisors, Inc. 0.01% New 7,854 $267K
IHT Wealth Management, LLC 0.01% New 6,020 $205K
Osaic Holdings, Inc. 0.00% No change 598 $20K
VitalStone Financial, LLC 0.01% Add +24.9% 502 $17K
Tucker Asset Management LLC 0.00% No change 295 $10K
Sunbelt Securities, Inc. 0.00% New 155 $5K
NorthRock Partners, LLC 0.00% No change 113 $4K
Global Retirement Partners, LLC 0.00% New 50 $2K
UBS Group AG 0.00% Reduce -100.0% 28 $953

"% 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.