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HCM Defender 500 Index ETF

24 hedge funds and large institutions have $314M invested in HCM Defender 500 Index ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 1 closing their positions.

Holders
24
Holders Change
-1
Holders Change %
-4%
% of All Funds
0.35%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
3
Increased
12
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HCM
1
Howard Capital Management
Georgia
$190M 3,833,585 +80,487 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$23.4M 473,349 +40,479 +9%
BCI
3
Brinker Capital Investments
Pennsylvania
$18.1M 366,259 +14,357 +4%
OPS
4
Orion Portfolio Solutions
Nebraska
$18.1M 366,259 +14,357 +4%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$16.8M 339,920 +41,474 +14%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$14.9M 301,913 -17,741 -6%
JWCA
7
J.W. Cole Advisors
Florida
$10.7M 217,269 +41,566 +24%
OAS
8
Optivise Advisory Services
Tennessee
$6.27M 126,664 +126,664 New
CI
9
CPR Investments
Michigan
$4.27M 86,348 +2,553 +3%
LAM
10
Lifestyle Asset Management
Texas
$2.14M 43,227 +398 +0.9%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.59M 32,233 -29,992 -48%
FA
12
Fiduciary Alliance
South Carolina
$1.44M 28,852 +1,978 +7%
IA
13
IFP Advisors
Florida
$1.25M 25,184 -7,838 -24%
LPL Financial
14
LPL Financial
California
$1.25M 25,182 +675 +3%
FIA
15
Foundations Investment Advisors
Arizona
$1.12M 22,626 +5,811 +35%
BCM
16
Brookstone Capital Management
Illinois
$1.11M 21,762 -158 -0.7%
GS
17
GTS Securities
New York
$521K 10,541 -42,172 -80%
AI
18
Atria Investments
North Carolina
$450K 9,093 +9,093 New
SPC
19
Sigma Planning Corp
Michigan
$400K 8,095 +8,095 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$363K 7,345 -9,271 -56%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$274K 5,528 -1,317 -19%
UBS Group
22
UBS Group
Switzerland
$121K 2,437 +2,367 +3,381%
Morgan Stanley
23
Morgan Stanley
New York
$56.6K 1,144
CAM
24
Creekmur Asset Management
Illinois
$18.5K 373 -145 -28%
Citadel Advisors
25
Citadel Advisors
Florida
-5,183 Closed