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HCM Defender 500 Index ETF
LGH

Overview Fund Activity

34 hedge funds and large institutions have $387M invested in HCM Defender 500 Index ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
34
Holders Change
+4
Holders Change %
+13.33%
% of All Funds
0.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
7
Increased
18
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WWA
1
Wealth Watch Advisors
Colorado
$17.8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$30.6M
3
HCM
3
Howard Capital Management
Georgia
$209M
4
OAS
4
Optivise Advisory Services
Tennessee
$8.95M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$24.1M

Top Sellers

1
GS
1
GTS Securities
New York
$0
2
CI
2
CPR Investments
Michigan
$1.47M
3
FA
3
Fiduciary Alliance
South Carolina
$1.2M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.52M
5
IA
5
IFP Advisors
Florida
$1.3M
Name Market Value Shares Shares
Change 		Shares
Change %
HCM
1
Howard Capital Management
Georgia
$209M 6,071,955 +78,623 +1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$30.6M 587,367 +87,571 +18%
OPS
3
Orion Portfolio Solutions
Nebraska
$24.1M 462,088 +38,611 +9%
BCI
4
Brinker Capital Investments
Pennsylvania
$24.1M 462,088 +38,611 +9%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$21.7M 417,666 +38,248 +10%
WWA
6
Wealth Watch Advisors
Colorado
$17.8M 341,241 +341,241 New
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$16.1M 309,580 +9,873 +3%
JWCA
8
J.W. Cole Advisors
Florida
$12.3M 236,068 +20,999 +10%
OAS
9
Optivise Advisory Services
Tennessee
$8.95M 171,932 +48,424 +39%
LPL Financial
10
LPL Financial
California
$3.04M 58,429 +10,417 +22%
DWS
11
Discipline Wealth Solutions
South Carolina
$2.48M 47,587 +12,854 +37%
LAM
12
Lifestyle Asset Management
Texas
$2.3M 44,198 +1,288 +3%
FIA
13
Foundations Investment Advisors
Arizona
$1.74M 33,433 +378 +1%
PIA
14
Panoramic Investment Advisors
Colorado
$1.59M 30,474 +68 +0.2%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.52M 29,261 -2,538 -8%
CI
16
CPR Investments
Michigan
$1.47M 28,295 -13,833 -33%
BCM
17
Brookstone Capital Management
Illinois
$1.38M 26,427 -772 -3%
IA
18
IFP Advisors
Florida
$1.3M 24,971 -1,231 -5%
FA
19
Fiduciary Alliance
South Carolina
$1.2M 22,994 -3,582 -13%
BIG
20
Brooklyn Investment Group
New York
$1.16M 22,256 +22,256 New
WFAG
21
Worth Financial Advisory Group
North Carolina
$525K 10,082 +897 +10%
AI
22
Atria Investments
North Carolina
$411K 7,894 -611 -7%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$402K 7,718 +7,718 New
ACM
24
Absolute Capital Management
Pennsylvania
$290K 5,524 +5,524 New
Jane Street
25
Jane Street
New York
$263K 5,053 +5,053 New
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