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HCM Defender 500 Index ETF
LGH

Overview Fund Activity

34 hedge funds and large institutions have $387M invested in HCM Defender 500 Index ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
34
Holders Change
+4
Holders Change %
+13.33%
% of All Funds
0.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
7
Increased
18
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WWA
1
Wealth Watch Advisors
Colorado
$17.8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$30.6M
3
HCM
3
Howard Capital Management
Georgia
$209M
4
OAS
4
Optivise Advisory Services
Tennessee
$8.95M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$24.1M

Top Sellers

1
GS
1
GTS Securities
New York
$0
2
CI
2
CPR Investments
Michigan
$1.47M
3
FA
3
Fiduciary Alliance
South Carolina
$1.2M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.52M
5
IA
5
IFP Advisors
Florida
$1.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$261K 5,004 +1,051 +27%
MCC
27
Money Concepts Capital
Florida
$256K 4,911 +27 +0.6%
Morgan Stanley
28
Morgan Stanley
New York
$59.6K 1,144 – –
CFD
29
Creative Financial Designs
Indiana
$39.3K 754 +73 +11%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$27K 527 +327 +164%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$19.6K 377 +377 New
CAM
32
Creekmur Asset Management
Illinois
$19.4K 373 – –
SWM
33
Spire Wealth Management
Virginia
$10.4K 200 – –
AssetMark Inc
34
AssetMark Inc
California
$2.45K 47 +47 New
GS
35
GTS Securities
New York
– – -63,728 Closed
UBS Group
36
UBS Group
Switzerland
– – -240 Closed
Fidelity Investments
37
Fidelity Investments
Massachusetts
– – -10 Closed
CFGS
38
Concourse Financial Group Securities
Alabama
– – – –
1
2