Direxion HCM Tactic US ETFHCMTETF

13F holders, Q4 2024 (December 31)
33holders +3
6new positions
5sold out
$30.30avg. 13F price*

At the end of Q4 2024, 33 institutions reported holding Direxion HCM Tactic US ETF (HCMT) in their 13F filings, up 3 from Q3 2024. 6 opened new positions and 5 sold out. The largest holders were Howard Capital Management, LLC ($219.6M), Orion Porfolio Solutions, LLC ($58.7M) and Orion Portfolio Solutions, LLC ($58.7M).

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions6$2.8M
Exits5$574K

All 13F filers, Q3 2024 → Q4 2024: 899,780 shares bought and 82,960 shares sold, net +816,820 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 33 holders

Howard Capital Management, LLC 3.41% Add +3.4% 8,257,017 $219.6M
Orion Porfolio Solutions, LLC 0.59% Add +9.8% 1,627,982 $58.7M
Orion Portfolio Solutions, LLC 0.59% Add +9.8% 1,627,982 $58.7M
Wealth Watch Advisors, INC 10.07% — 448,507 $16.2M
Cambridge Investment Research Advisors, Inc. 0.03% Add +3.9% 228,988 $8.3M
Discipline Wealth Solutions, LLC 3.50% Add +35.2% 209,321 $7.6M
Foundations Investment Advisors, LLC 0.13% Add +5.1% 183,486 $6.6M
Envestnet Asset Management Inc. 0.00% Add +14.4% 129,103 $4.7M
WealthTrak Capital Management LLC 3.84% — 125,688 $4.5M
Atria Wealth Solutions, Inc. 0.05% Add +283.7% 125,235 $4.5M
CPR Investments Inc. 3.74% Reduce -34.7% 114,938 $4.1M
Delta Investment Management, LLC 0.64% Reduce -0.2% 90,606 $3.3M
Wealth Enhancement Advisory Services, LLC 0.00% Add +13.4% 60,958 $2.2M
Arete Wealth Advisors, LLC 0.14% Add +192.2% 53,100 $1.9M
GTS Securities LLC 0.09% New 49,973 $1.8M
Envestnet Portfolio Solutions, Inc. 0.01% Add +27.7% 47,335 $1.7M
Lifestyle Asset Management, Inc. 0.64% Reduce -13.1% 32,568 $1.2M
Atria Investments, Inc 0.01% Add +16.7% 25,126 $907K
Vise Technologies, Inc. 0.07% Add +225.5% 21,886 $790K
J.W. Cole Advisors, Inc. 0.02% Add +32.0% 12,840 $463K
Optivise Advisory Services LLC 0.25% Add +80.5% 12,614 $455K
Coppell Advisory Solutions LLC 0.06% Reduce -2.9% 12,363 $454K
Forum Financial Management, LP 0.01% No change 11,793 $426K
Jane Street Group, LLC 0.00% New 11,052 $399K
IFP Advisors, Inc 0.01% Add +9.3% 10,135 $366K
United Advisor Group, LLC 0.06% New 8,436 $304K
Private Advisor Group, LLC 0.00% New 8,345 $301K
Partners Wealth Management, LLC 0.25% — 6,201 $224K
BlackRock, Inc. 0.00% New 792 $29K
Tucker Asset Management LLC 0.00% No change 295 $11K
Sunbelt Securities, Inc. 0.00% No change 155 $6K
NorthRock Partners, LLC 0.00% No change 113 $4K
Bank of America Corp. 0.00% New 8 $289

"% 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.