Direxion HCM Tactic US ETFHCMTETF

13F holders, Q3 2024 (September 30)
30holders −1
3new positions
4sold out
$28.95avg. 13F price*

At the end of Q3 2024, 30 institutions reported holding Direxion HCM Tactic US ETF (HCMT) in their 13F filings, down 1 from Q2 2024. 3 opened new positions and 4 sold out. The largest holders were Howard Capital Management, LLC ($205.0M), Orion Porfolio Solutions, LLC ($52.3M) and Orion Portfolio Solutions, LLC ($52.3M).

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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions3$5.7M
Exits4$5.0M

All 13F filers, Q2 2024 → Q3 2024: 3,423,948 shares bought and 429,822 shares sold, net +2,994,126 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 30 holders

Howard Capital Management, LLC 3.37% Add +47.1% 7,987,926 $205.0M
Orion Porfolio Solutions, LLC 0.52% Add +17.6% 1,482,805 $52.3M
Orion Portfolio Solutions, LLC 0.52% Add +17.6% 1,482,805 $52.3M
Cambridge Investment Research Advisors, Inc. 0.03% Add +1311.4% 220,309 $7.8M
CPR Investments Inc. 5.86% Reduce -52.3% 176,072 $6.2M
Foundations Investment Advisors, LLC 0.13% Add +29.3% 174,532 $6.2M
Discipline Wealth Solutions, LLC 2.88% New 154,853 $5.5M
Envestnet Asset Management Inc. 0.00% Reduce -3.9% 112,838 $4.0M
Delta Investment Management, LLC 0.65% Reduce -23.7% 90,773 $3.2M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -14.7% 53,755 $1.9M
Lifestyle Asset Management, Inc. 0.73% Reduce -2.9% 37,471 $1.3M
Envestnet Portfolio Solutions, Inc. 0.00% Add +7.1% 37,057 $1.3M
Atria Wealth Solutions, Inc. 0.01% Add +7.4% 32,637 $1.2M
Atria Investments, Inc 0.01% Reduce -10.8% 21,533 $759K
Arete Wealth Advisors, LLC 0.05% Add +28.7% 18,172 $633K
Coppell Advisory Solutions LLC 0.07% Add +3.0% 12,729 $446K
Forum Financial Management, LP 0.01% No change 11,793 $416K
J.W. Cole Advisors, Inc. 0.01% Add +23.9% 9,729 $343K
IFP Advisors, Inc 0.01% Reduce -68.3% 9,271 $327K
IHT Wealth Management, LLC 0.01% Add +47.5% 8,878 $309K
Optivise Advisory Services LLC 0.13% Reduce -76.0% 6,989 $246K
World Investment Advisors 0.01% New 6,821 $240K
Vise Technologies, Inc. 0.03% Reduce -16.1% 6,723 $237K
Osaic Holdings, Inc. 0.00% No change 598 $21K
VitalStone Financial, LLC 0.01% Add +0.2% 503 $18K
Tucker Asset Management LLC 0.00% No change 295 $10K
Sunbelt Securities, Inc. 0.00% No change 155 $5K
NorthRock Partners, LLC 0.00% No change 113 $4K
Global Retirement Partners, LLC 0.00% No change 50 $2K
FMR LLC 0.00% New 43 $2K

"% 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.