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HCM Defender 500 Index ETF

38 hedge funds and large institutions have $377M invested in HCM Defender 500 Index ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

0% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 14

2% less capital invested

Capital invested by funds: $387M → $377M (-$9.38M)

Holders
38
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Howard Capital Management
Georgia
$192M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$31.8M
OPS
3
Orion Portfolio Solutions
Nebraska
$25.3M
BCI
4
Brinker Capital Investments
Pennsylvania
$25.3M
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$24.3M
WWA
6
Wealth Watch Advisors
Colorado
$16M
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$14.7M
JWCA
8
J.W. Cole Advisors
Florida
$13.6M
OAS
9
Optivise Advisory Services
Tennessee
$5.13M
GS
10
GTS Securities
New York
$3.9M
LPL Financial
11
LPL Financial
California
$3.03M
SW
12
Simplicity Wealth
New Jersey
$2.78M
LAM
13
Lifestyle Asset Management
Texas
$2.63M
DWS
14
Discipline Wealth Solutions
South Carolina
$2.05M
MCC
15
Money Concepts Capital
Florida
$1.81M
FIA
16
Foundations Investment Advisors
Arizona
$1.61M
PIA
17
Panoramic Investment Advisors
Colorado
$1.47M
CI
18
CPR Investments
Michigan
$1.31M
BCM
19
Brookstone Capital Management
Illinois
$1.31M
IA
20
IFP Advisors
Florida
$1.24M
FA
21
Fiduciary Alliance
South Carolina
$1.11M
BIG
22
Brooklyn Investment Group
New York
$1.01M
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$739K
IA
24
Integrity Alliance
Iowa
$538K
WFAG
25
Worth Financial Advisory Group
North Carolina
$450K