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HCM Defender 500 Index ETF

28 hedge funds and large institutions have $178M invested in HCM Defender 500 Index ETF in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
28
Holders Change
-2
Holders Change %
-6.67%
% of All Funds
0.45%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
3
Increased
10
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HCM
1
Howard Capital Management
Georgia
$119M 3,556,431 -174,086 -5%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$16.4M 491,736 -2,791 -0.6%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.7M 260,841 +15,915 +6%
JWCA
4
J.W. Cole Advisors
Florida
$5.95M 178,461 +6,102 +4%
OPS
5
Orion Portfolio Solutions
Nebraska
$5.93M 177,927 +19,098 +12%
CAN
6
Cetera Advisor Networks
California
$4.95M 148,401 +24,244 +20%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$3.26M 97,763 +25,468 +35%
CI
8
CPR Investments
Michigan
$2.28M 68,375 -1,251 -2%
CA
9
Cetera Advisors
Colorado
$1.42M 42,531 +27,824 +189%
DIM
10
Delta Investment Management
California
$1.32M 39,546 -143 -0.4%
IA
11
IFP Advisors
Florida
$1.21M 47,274 -33,330 -41%
MCC
12
Money Concepts Capital
Florida
$1.07M 32,034 -20,940 -40%
PIA
13
Panoramic Investment Advisors
Colorado
$1.06M 31,854 +31,854 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$932K 27,945 +16,182 +138%
AWS
15
Atria Wealth Solutions
New York
$880K 26,385 +11,629 +79%
LPL Financial
16
LPL Financial
California
$854K 25,621 +4,649 +22%
BCM
17
Brookstone Capital Management
Illinois
$764K 22,788 -246 -1%
FA
18
Fiduciary Alliance
South Carolina
$557K 16,687 +16,687 New
Osaic Holdings
19
Osaic Holdings
Arizona
$542K 16,241 -346 -2%
LAM
20
Lifestyle Asset Management
Texas
$515K 15,446 +15,446 New
AWM
21
AE Wealth Management
Kansas
$319K 9,570 -8,530 -47%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$248K 7,446 -150 -2%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$234K 7,019 -3,354 -32%
UBS Group
24
UBS Group
Switzerland
$148K 4,430 +1,201 +37%
WAM
25
Worth Asset Management
Texas
$90.9K 2,725 -100 -4%