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HCM Defender 500 Index ETF
LGH

Overview Fund Activity

28 hedge funds and large institutions have $192M invested in HCM Defender 500 Index ETF in 2022 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
28
Holders Change
-5
Holders Change %
-15.15%
% of All Funds
0.47%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
1
Increased
13
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HCM
1
Howard Capital Management
Georgia
$126M
2
MCC
2
Money Concepts Capital
Florida
$1.87M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.86M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$4.1M
5
JWCA
5
J.W. Cole Advisors
Florida
$6.1M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$1.58M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$642K
3
LPL Financial
3
LPL Financial
California
$738K
4
FEM
4
Fulcrum Equity Management
Texas
$0
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.48M
Name Market Value Shares Shares
Change 		Shares
Change %
HCM
1
Howard Capital Management
Georgia
$126M 3,625,987 +68,752 +2%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$24.5M 706,852 -9,748 -1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.86M 197,688 +17,242 +10%
JWCA
4
J.W. Cole Advisors
Florida
$6.1M 175,914 +11,025 +7%
CI
5
CPR Investments
Michigan
$4.6M 132,616 -30,623 -19%
OPS
6
Orion Portfolio Solutions
Nebraska
$4.1M 118,032 +11,489 +11%
CAN
7
Cetera Advisor Networks
California
$3.85M 110,854 +3,469 +3%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$2.48M 71,481 -79,824 -53%
IA
9
IFP Advisors
Florida
$2.14M 84,446 – –
MCC
10
Money Concepts Capital
Florida
$1.87M 53,793 +21,757 +68%
AWM
11
AE Wealth Management
Kansas
$1.58M 45,428 -192,766 -81%
DIM
12
Delta Investment Management
California
$1.38M 39,786 -587 -1%
NF
13
NTB Financial
Colorado
$1.14M 32,861 -62 -0.2%
BCM
14
Brookstone Capital Management
Illinois
$773K 22,278 -3,474 -13%
LPL Financial
15
LPL Financial
California
$738K 21,257 -110,197 -84%
CA
16
Cetera Advisors
Colorado
$668K 19,237 +1,359 +8%
Osaic Holdings
17
Osaic Holdings
Arizona
$642K 18,487 -132,683 -88%
Koshinski Asset Management
18
Koshinski Asset Management
Illinois
$618K 17,805 -300 -2%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$485K 13,966 +4,706 +51%
AWS
20
Atria Wealth Solutions
New York
$300K 8,650 +1,489 +21%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$284K 8,191 +8,191 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$263K 7,596 +390 +5%
TSA
23
Tri-Star Advisors
Texas
$256K 7,393 – –
Morgan Stanley
24
Morgan Stanley
New York
$48K 1,371 +535 +64%
WAM
25
Worth Asset Management
Texas
$36K 1,035 -70 -6%
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