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HCM Defender 500 Index ETF
LGH

Overview Fund Activity

26 hedge funds and large institutions have $228M invested in HCM Defender 500 Index ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
26
Holders Change
-2
Holders Change %
-7.14%
% of All Funds
0.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
10
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$22.8M
2
GS
2
GTS Securities
New York
$3.15M
3
HCM
3
Howard Capital Management
Georgia
$142M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$9.17M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$9.17M

Top Sellers

1
CAN
1
Cetera Advisor Networks
California
$1.58M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$467K
3
MCC
3
Money Concepts Capital
Florida
$336K
4
FIA
4
Foundations Investment Advisors
Arizona
$277K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
26
Fidelity Investments
Massachusetts
$39 1 +1 New
RJFSA
27
Raymond James Financial Services Advisors
Florida
– – -6,524 Closed
AWS
28
Atria Wealth Solutions
New York
– – -6,208 Closed
UBS Group
29
UBS Group
Switzerland
– – -4,820 Closed
BAM
30
Belpointe Asset Management
Nevada
– – -2,650 Closed
CFGS
31
Concourse Financial Group Securities
Alabama
– – – –
1
2