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HCM Defender 500 Index ETF

45 hedge funds and large institutions have $435M invested in HCM Defender 500 Index ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

17% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 18

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
45
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
$231M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$44.7M
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$33.2M
WWA
4
Wealth Watch Advisors
Colorado
$19.4M
BCI
5
Brinker Capital Investments
Pennsylvania
$15.8M
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$14.6M
AWMI
7
Aegis Wealth Management (Iowa)
Iowa
$14.3M
LPL Financial
8
LPL Financial
California
$10.2M
DWS
9
Discipline Wealth Solutions
South Carolina
$10.2M
LAM
10
Lifestyle Asset Management
Texas
$6.69M
OAS
11
Optivise Advisory Services
Tennessee
$6.16M
HAG
12
HighPoint Advisor Group
Illinois
$3.43M
JCM
13
J2 Capital Management
Michigan
$3.37M
SW
14
Simplicity Wealth
New Jersey
$2.59M
JWCA
15
J.W. Cole Advisors
Florida
$2.38M
GS
16
GTS Securities
New York
$2.05M
IA
17
IFP Advisors
Florida
$1.51M
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.51M
FIA
19
Foundations Investment Advisors
Arizona
$1.47M
PIA
20
Panoramic Investment Advisors
Colorado
$1.43M
BCM
21
Brookstone Capital Management
Illinois
$1.41M
BIG
22
Brooklyn Investment Group
New York
$1.09M
FA
23
Fiduciary Alliance
South Carolina
$634K
IWC
24
Integrated Wealth Concepts
Massachusetts
$537K
Jane Street
25
Jane Street
New York
$455K