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HCM Defender 500 Index ETF
LGH

Overview Fund Activity

24 hedge funds and large institutions have $247M invested in HCM Defender 500 Index ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 7 closing their positions.

Holders
24
Holders Change
-4
Holders Change %
-14.29%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
3
Increased
14
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mariner
1
Mariner
Kansas
$4.25M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$12.4M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$12.4M
4
HCM
4
Howard Capital Management
Georgia
$151M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$11.7M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$16.4M
2
GS
2
GTS Securities
New York
$0
3
DIM
3
Delta Investment Management
California
$0
4
AWM
4
AE Wealth Management
Kansas
$0
5
IA
5
IFP Advisors
Florida
$1.48M
Name Market Value Shares Shares
Change 		Shares
Change %
HCM
1
Howard Capital Management
Georgia
$151M 3,677,691 +19,857 +0.5%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$16.4M 399,093 -143,196 -26%
OPS
3
Orion Portfolio Solutions
Nebraska
$12.4M 302,949 +46,678 +18%
BCI
4
Brinker Capital Investments
Pennsylvania
$12.4M 302,949 +46,678 +18%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$11.7M 285,051 +16,661 +6%
BCM
6
Brookstone Capital Management
Illinois
$9.28M 225,519 +5,442 +2%
JWCA
7
J.W. Cole Advisors
Florida
$7.35M 178,661 -2,257 -1%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$4.57M 110,943 +12,535 +13%
Mariner
9
Mariner
Kansas
$4.25M 103,164 +103,164 New
Osaic Holdings
10
Osaic Holdings
Arizona
$2.51M 60,942 +12,825 +27%
CI
11
CPR Investments
Michigan
$2.25M 54,683 +117 +0.2%
CAN
12
Cetera Advisor Networks
California
$1.97M 47,886 -917 -2%
LAM
13
Lifestyle Asset Management
Texas
$1.76M 42,815 +93 +0.2%
IA
14
IFP Advisors
Florida
$1.48M 36,020 -10,723 -23%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.44M 35,067 +2,328 +7%
PIA
16
Panoramic Investment Advisors
Colorado
$1.39M 33,763 -517 -2%
CA
17
Cetera Advisors
Colorado
$1.22M 29,558 +750 +3%
FA
18
Fiduciary Alliance
South Carolina
$1.1M 26,703 +10,005 +60%
LPL Financial
19
LPL Financial
California
$1.04M 25,181 +2,992 +13%
FIA
20
Foundations Investment Advisors
Arizona
$684K 16,170 +7,501 +87%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$345K 8,387 -563 -6%
Morgan Stanley
22
Morgan Stanley
New York
$94.2K 2,288 -311 -12%
GRP
23
Global Retirement Partners
California
$26.6K 652 +652 New
CAM
24
Creekmur Asset Management
Illinois
$26.3K 640 +640 New
GS
25
GTS Securities
New York
– – -119,404 Closed
1
2