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HCM Defender 500 Index ETF

30 hedge funds and large institutions have $342M invested in HCM Defender 500 Index ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
30
Holders Change
+6
Holders Change %
+25%
% of All Funds
0.43%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
9
Increased
10
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HCM
1
Howard Capital Management
Georgia
$200M 5,993,332 +2,159,747 +56%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$25.4M 499,796 +26,447 +6%
BCI
3
Brinker Capital Investments
Pennsylvania
$21.5M 423,477 +57,218 +16%
OPS
4
Orion Portfolio Solutions
Nebraska
$21.5M 423,477 +57,218 +16%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$19.3M 379,418 +39,498 +12%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$15.2M 299,707 -2,206 -0.7%
JWCA
7
J.W. Cole Advisors
Florida
$10.9M 215,069 -2,200 -1%
OAS
8
Optivise Advisory Services
Tennessee
$6.27M 123,508 -3,156 -2%
GS
9
GTS Securities
New York
$3.24M 63,728 +53,187 +505%
LPL Financial
10
LPL Financial
California
$2.44M 48,012 +22,830 +91%
LAM
11
Lifestyle Asset Management
Texas
$2.18M 42,910 -317 -0.7%
CI
12
CPR Investments
Michigan
$2.14M 42,128 -44,220 -51%
DWS
13
Discipline Wealth Solutions
South Carolina
$1.76M 34,733 +34,733 New
FIA
14
Foundations Investment Advisors
Arizona
$1.68M 33,055 +10,429 +46%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.61M 31,799 -434 -1%
PIA
16
Panoramic Investment Advisors
Colorado
$1.54M 30,406 +30,406 New
BCM
17
Brookstone Capital Management
Illinois
$1.38M 27,199 +5,437 +25%
FA
18
Fiduciary Alliance
South Carolina
$1.35M 26,576 -2,276 -8%
IA
19
IFP Advisors
Florida
$1.33M 26,202 +1,018 +4%
WFAG
20
Worth Financial Advisory Group
North Carolina
$466K 9,185 +9,185 New
AI
21
Atria Investments
North Carolina
$432K 8,505 -588 -6%
MCC
22
Money Concepts Capital
Florida
$248K 4,884 +4,884 New
Mariner
23
Mariner
Kansas
$201K 3,953 +3,953 New
Morgan Stanley
24
Morgan Stanley
New York
$58.1K 1,144
CFD
25
Creative Financial Designs
Indiana
$34.6K 681 +681 New