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HCM Defender 500 Index ETF
LGH

Overview Fund Activity

26 hedge funds and large institutions have $228M invested in HCM Defender 500 Index ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
26
Holders Change
-2
Holders Change %
-7.14%
% of All Funds
0.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
10
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$22.8M
2
GS
2
GTS Securities
New York
$3.15M
3
HCM
3
Howard Capital Management
Georgia
$142M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$9.17M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$9.17M

Top Sellers

1
CAN
1
Cetera Advisor Networks
California
$1.58M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$467K
3
MCC
3
Money Concepts Capital
Florida
$336K
4
FIA
4
Foundations Investment Advisors
Arizona
$277K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HCM
1
Howard Capital Management
Georgia
$142M 3,600,128 +38,908 +1%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$22.8M 579,754 +115,755 +25%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.3M 261,709 -1,117 -0.4%
BCI
4
Brinker Capital Investments
Pennsylvania
$9.17M 232,914 +37,669 +19%
OPS
5
Orion Portfolio Solutions
Nebraska
$9.17M 232,914 +37,669 +19%
BCM
6
Brookstone Capital Management
Illinois
$8.15M 210,590 +8,674 +4%
JWCA
7
J.W. Cole Advisors
Florida
$7.25M 184,266 +20,341 +12%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$3.74M 94,899 -2,591 -3%
GS
9
GTS Securities
New York
$3.15M 80,123 +80,123 New
CI
10
CPR Investments
Michigan
$2.5M 63,536 +5,731 +10%
CAN
11
Cetera Advisor Networks
California
$1.58M 40,093 -121,002 -75%
IA
12
IFP Advisors
Florida
$1.51M 38,454 +1,214 +3%
DIM
13
Delta Investment Management
California
$1.45M 36,890 -51 -0.1%
CA
14
Cetera Advisors
Colorado
$1.21M 30,809 -3,846 -11%
LPL Financial
15
LPL Financial
California
$877K 22,275 -1,161 -5%
FA
16
Fiduciary Alliance
South Carolina
$661K 16,791 +9 +0.1%
Osaic Holdings
17
Osaic Holdings
Arizona
$623K 15,834 -75 -0.5%
LAM
18
Lifestyle Asset Management
Texas
$622K 15,796 -9 -0.1%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$467K 11,859 -27,460 -70%
AWM
20
AE Wealth Management
Kansas
$354K 9,003 +1,070 +13%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$347K 8,826 – –
MCC
22
Money Concepts Capital
Florida
$336K 8,526 -11,851 -58%
FIA
23
Foundations Investment Advisors
Arizona
$277K 7,046 -8,711 -55%
Morgan Stanley
24
Morgan Stanley
New York
$45K 1,144 -227 -17%
WAM
25
Worth Asset Management
Texas
$787 20 -1,170 -98%
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