Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Direxion Shares ETF Trust (HCMT)

39 + Investors. Track Smart Money conviction in HCMT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — HCMT

Based on 39 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added HCMT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
39 hedge funds hold HCMT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

21 buying20 selling
Last quarter: 21 funds bought or added vs 20 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 9 → 7 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 31% long-term, 31% new

■ 31% conviction (2yr+) ■ 38% medium ■ 31% new
Of the 39 current holders: 12 (31%) held >2 years, 15 held 1–2 years, and 12 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Price up while funds trimmed (+13% value, -21% shares)

Value
+13%
Shares
-21%
Last quarter: total value of institutional HCMT holdings rose +13% even though funds reduced share count by 21%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

9 → 7 → 9 → 7 → 11 new funds/Q
New funds entering each quarter: 7 → 9 → 7 → 11. A growing number of institutions are discovering HCMT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 31% veterans, 36% new entrants

■ 31% veterans ■ 33% 1-2yr ■ 36% new
Of 39 current holders: 12 (31%) held 2+ years, 13 held 1–2 years, 14 (36%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds
4 of 39 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — HCMT

In 2026 Q2, 21 hedge funds were net buyers of HCMT (11 opened a new position, 10 added to an existing one), while 20 reduced or exited (13 trimmed, 7 sold completely) — a 51% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 39.

Hedge Fund Ownership: HCMT

How many hedge funds hold HCMT — quarterly history vs. share price
Quarterly hedge fund ownership of HCMT vs. share price

Market Analysis: HCMT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HCMT

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 4 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: HCMT
39 + Investors

Track Smart Money conviction in HCMT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 39 35 11.43%
13F Shares 11M 14M -21.43%
Total Value $454M $400M 13.41%
New Positions 11 7 +4
Increased Positions 10 15 -5
Closed Positions 7 12 -5
Reduced Positions 13 10 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HCMT

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Institutional Holders (2026 Q2)

39 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HCMT. Verified SEC 13F-HR filings.

QUARTER:
Top 25 HCMT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Wealth Watch Advisors, INC 5.32% 390,601 $16.4M
2 Discipline Wealth Solutions, LLC 4.40% 1,203,003 $50.5M
3 WealthTrak Capital Management LLC 4.27% 154,777 $6.5M
4 Howard Capital Management, LLC 3.63% 7,263,689 $304.6M
5 Crosspoint Financial, LLC 3.44% 35,779 $1.5M
6 CPR Investments Inc. 2.80% 86,856 $3.6M
7 Aegis Wealth Management, Inc. 1.82% 67,377 $2.8M
8 Delta Investment Management, LLC 0.74% 107,739 $4.5M
9 VestGen Investment Management 0.25% 11,298 $474K
10 Arete Wealth Advisors, LLC 0.17% 121,193 $5.1M
11 Bison Wealth, LLC 0.15% 40,336 $1.7M
12 Global Assets Advisory, LLC 0.15% 16,428 $679K
13 Foundations Investment Advisors, LLC 0.08% 187,396 $7.9M
14 Lifestyle Asset Management, Inc. 0.08% 6,968 $292K
15 NewEdge Advisors, LLC 0.03% 265,483 $11.1M
16 Vise Technologies, Inc. 0.02% 35,420 $1.5M
17 VestGen Advisors, LLC 0.01% 11,382 $477K
18 J.W. Cole Advisors, INC. 0.01% 15,862 $665K
19 IFP Advisors, Inc 0.01% 11,871 $498K
20 Orion Porfolio Solutions, LLC 0.01% 20,769 $871K
21 World Investment Advisors 0.01% 7,642 $320K
22 Atria Investments, Inc 0.00% 11,273 $473K
23 LPL Financial LLC 0.00% 445,233 $18.7M
24 Axxcess Wealth Management, LLC 0.00% 5,893 $247K
25 Summit Financial, LLC 0.00% 7,947 $333K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Direxion Shares ETF Trust (HCMT)

What does the Smart Money Trend signal show for HCMT?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added HCMT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for HCMT?

Slight buying edge — 51% buying: Last quarter: 21 funds bought or added vs 20 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for HCMT holders?

Smaller funds dominant — 6% AUM from top-100: 4 of 39 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held HCMT?

Mixed — 31% long-term, 31% new: Of the 39 current holders: 12 (31%) held >2 years, 15 held 1–2 years, and 12 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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