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HCM Defender 500 Index ETF

25 hedge funds and large institutions have $295M invested in HCM Defender 500 Index ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
12
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HCM
1
Howard Capital Management
Georgia
$175M 3,753,098 +75,407 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$20.1M 432,870 +147,819 +52%
BCI
3
Brinker Capital Investments
Pennsylvania
$16.4M 351,902 +48,953 +16%
OPS
4
Orion Portfolio Solutions
Nebraska
$16.4M 351,902 +48,953 +16%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$14.9M 319,654 -79,439 -20%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$13.9M 298,446 +187,503 +169%
JWCA
7
J.W. Cole Advisors
Florida
$8.18M 175,703 -2,958 -2%
CA
8
Cetera Advisors
Colorado
$7.13M 153,112 +123,554 +418%
CI
9
CPR Investments
Michigan
$3.9M 83,795 +29,112 +53%
CAN
10
Cetera Advisor Networks
California
$3.09M 66,375 +18,489 +39%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.9M 62,225 +1,283 +2%
GS
12
GTS Securities
New York
$2.45M 52,713 +52,713 New
LAM
13
Lifestyle Asset Management
Texas
$1.99M 42,829 +14 +0%
IA
14
IFP Advisors
Florida
$1.54M 33,022 -2,998 -8%
PIA
15
Panoramic Investment Advisors
Colorado
$1.43M 30,640 -3,123 -9%
FA
16
Fiduciary Alliance
South Carolina
$1.25M 26,874 +171 +0.6%
LPL Financial
17
LPL Financial
California
$1.14M 24,507 -674 -3%
BCM
18
Brookstone Capital Management
Illinois
$1.02M 21,920 -203,599 -90%
FIA
19
Foundations Investment Advisors
Arizona
$783K 16,815 +645 +4%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$773K 16,616 -18,451 -53%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$319K 6,845 -1,542 -18%
Citadel Advisors
22
Citadel Advisors
Florida
$241K 5,183 +5,183 New
Morgan Stanley
23
Morgan Stanley
New York
$53.2K 1,144 -1,144 -50%
CAM
24
Creekmur Asset Management
Illinois
$24.1K 518 -122 -19%
UBS Group
25
UBS Group
Switzerland
$3.26K 70 +70 New