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HCM Defender 500 Index ETF

30 hedge funds and large institutions have $179M invested in HCM Defender 500 Index ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 0 closing their positions.

Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.52%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
10
Reduced
12
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HCM
1
Howard Capital Management
Georgia
$124M 3,730,517 +104,530 +3%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$16.4M 494,527 -212,325 -30%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.13M 244,926 +47,238 +24%
JWCA
4
J.W. Cole Advisors
Florida
$5.72M 172,359 -3,555 -2%
OPS
5
Orion Portfolio Solutions
Nebraska
$5.27M 158,829 +40,797 +35%
CAN
6
Cetera Advisor Networks
California
$4.12M 124,157 +13,303 +12%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$2.4M 72,295 +814 +1%
CI
8
CPR Investments
Michigan
$2.31M 69,626 -62,990 -47%
IA
9
IFP Advisors
Florida
$2.05M 80,604 -3,842 -5%
MCC
10
Money Concepts Capital
Florida
$1.76M 52,974 -819 -2%
DIM
11
Delta Investment Management
California
$1.32M 39,689 -97 -0.2%
BCM
12
Brookstone Capital Management
Illinois
$763K 23,034 +756 +3%
LPL Financial
13
LPL Financial
California
$696K 20,972 -285 -1%
AWM
14
AE Wealth Management
Kansas
$601K 18,100 -27,328 -60%
Osaic Holdings
15
Osaic Holdings
Arizona
$550K 16,587 -1,900 -10%
Koshinski Asset Management
16
Koshinski Asset Management
Illinois
$505K 15,225 -2,580 -14%
AWS
17
Atria Wealth Solutions
New York
$490K 14,756 +6,106 +71%
CA
18
Cetera Advisors
Colorado
$488K 14,707 -4,530 -24%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$390K 11,763 +3,572 +44%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$344K 10,373 -3,593 -26%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$252K 7,596
TSA
22
Tri-Star Advisors
Texas
$247K 7,393
BAM
23
Belpointe Asset Management
Nevada
$131K 3,950 +3,950 New
UBS Group
24
UBS Group
Switzerland
$107K 3,229 +2,920 +945%
WAM
25
Worth Asset Management
Texas
$94K 2,825 +1,790 +173%