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HCM Defender 500 Index ETF

47 hedge funds and large institutions have $504M invested in HCM Defender 500 Index ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more ownership

Funds ownership:

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

4% more capital invested

Capital invested by funds: $486M → $504M (+$17.6M)

Holders
47
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
$255M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$46.9M
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$36.5M
BCI
4
Brinker Capital Investments
Pennsylvania
$35M
WWA
5
Wealth Watch Advisors
Colorado
$20.4M
JWCA
6
J.W. Cole Advisors
Florida
$20M
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$16.2M
AWMI
8
Aegis Wealth Management (Iowa)
Iowa
$14.7M
OAS
9
Optivise Advisory Services
Tennessee
$6.91M
LPL Financial
10
LPL Financial
California
$6.8M
JCM
11
J2 Capital Management
Michigan
$6.72M
LAM
12
Lifestyle Asset Management
Texas
$5.24M
GS
13
GTS Securities
New York
$5.15M
HAG
14
HighPoint Advisor Group
Illinois
$4.77M
DWS
15
Discipline Wealth Solutions
South Carolina
$3.96M
SW
16
Simplicity Wealth
New Jersey
$2.82M
PIA
17
Panoramic Investment Advisors
Colorado
$1.67M
BCM
18
Brookstone Capital Management
Illinois
$1.64M
FIA
19
Foundations Investment Advisors
Arizona
$1.63M
IA
20
IFP Advisors
Florida
$1.63M
NA
21
NewEdge Advisors
Louisiana
$1.34M
BIG
22
Brooklyn Investment Group
New York
$1.2M
FA
23
Fiduciary Alliance
South Carolina
$998K
PAS
24
Parsonex Advisory Services
Colorado
$952K
IA
25
Integrity Alliance
Iowa
$606K