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HCM Defender 500 Index ETF
LGH

Overview Fund Activity

24 hedge funds and large institutions have $247M invested in HCM Defender 500 Index ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 7 closing their positions.

Holders
24
Holders Change
-4
Holders Change %
-14.29%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
3
Increased
14
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mariner
1
Mariner
Kansas
$4.25M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$12.4M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$12.4M
4
HCM
4
Howard Capital Management
Georgia
$151M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$11.7M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$16.4M
2
GS
2
GTS Securities
New York
$0
3
DIM
3
Delta Investment Management
California
$0
4
AWM
4
AE Wealth Management
Kansas
$0
5
IA
5
IFP Advisors
Florida
$1.48M
Name Market Value Shares Shares
Change 		Shares
Change %
DIM
26
Delta Investment Management
California
– – -35,200 Closed
AWM
27
AE Wealth Management
Kansas
– – -20,110 Closed
MCC
28
Money Concepts Capital
Florida
– – -7,845 Closed
AWS
29
Atria Wealth Solutions
New York
– – -5,478 Closed
UBS Group
30
UBS Group
Switzerland
– – -950 Closed
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
– – -46 Closed
CFGS
32
Concourse Financial Group Securities
Alabama
– – – –
1
2