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HCM Defender 500 Index ETF
LGH

Overview Fund Activity

28 hedge funds and large institutions have $198M invested in HCM Defender 500 Index ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 1 closing their positions.

Holders
28
Holders Change
–
Holders Change %
0%
% of All Funds
0.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
11
Reduced
14
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$6.85M
2
BCM
2
Brookstone Capital Management
Illinois
$7.18M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$6.85M
4
FIA
4
Foundations Investment Advisors
Arizona
$553K
5
CAN
5
Cetera Advisor Networks
California
$5.66M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$16.3M
2
AWS
2
Atria Wealth Solutions
New York
$218K
3
JWCA
3
J.W. Cole Advisors
Florida
$5.76M
4
CI
4
CPR Investments
Michigan
$2.03M
5
CA
5
Cetera Advisors
Colorado
$1.22M
Name Market Value Shares Shares
Change 		Shares
Change %
HCM
1
Howard Capital Management
Georgia
$125M 3,561,220 +4,789 +0.1%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$16.3M 463,999 -27,737 -6%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.23M 262,826 +1,985 +0.8%
BCM
4
Brookstone Capital Management
Illinois
$7.18M 201,916 +179,128 +786%
OPS
5
Orion Portfolio Solutions
Nebraska
$6.85M 195,245 +17,318 +10%
BCI
6
Brinker Capital Investments
Pennsylvania
$6.85M 195,245 +195,245 New
JWCA
7
J.W. Cole Advisors
Florida
$5.76M 163,925 -14,536 -8%
CAN
8
Cetera Advisor Networks
California
$5.66M 161,095 +12,694 +9%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$3.42M 97,490 -273 -0.3%
CI
10
CPR Investments
Michigan
$2.03M 57,805 -10,570 -15%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.38M 39,319 +11,374 +41%
DIM
12
Delta Investment Management
California
$1.3M 36,941 -2,605 -7%
CA
13
Cetera Advisors
Colorado
$1.22M 34,655 -7,876 -19%
IA
14
IFP Advisors
Florida
$937K 37,240 -10,034 -21%
LPL Financial
15
LPL Financial
California
$823K 23,436 -2,185 -9%
FA
16
Fiduciary Alliance
South Carolina
$589K 16,782 +95 +0.6%
Osaic Holdings
17
Osaic Holdings
Arizona
$559K 15,909 -332 -2%
LAM
18
Lifestyle Asset Management
Texas
$555K 15,805 +359 +2%
FIA
19
Foundations Investment Advisors
Arizona
$553K 15,757 +15,757 New
AWM
20
AE Wealth Management
Kansas
$279K 7,933 -1,637 -17%
MCC
21
Money Concepts Capital
Florida
$250K 20,377 -11,657 -36%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$229K 6,524 -495 -7%
AWS
23
Atria Wealth Solutions
New York
$218K 6,208 -20,177 -76%
UBS Group
24
UBS Group
Switzerland
$169K 4,820 +390 +9%
BAM
25
Belpointe Asset Management
Nevada
$93K 2,650 +8 +0.3%
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