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HCM Defender 100 Index ETF

40 hedge funds and large institutions have $514M invested in HCM Defender 100 Index ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

4.28% less ownership

Funds ownership: 120.11%115.83% (-4.3%)

29% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 17

Holders
40
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
$7K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Howard Capital Management
Georgia
$263M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$41.5M
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$37.9M
BCI
4
Brinker Capital Investments
Pennsylvania
$37.1M
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$34.4M
WWA
6
Wealth Watch Advisors
Colorado
$23.5M
JWCA
7
J.W. Cole Advisors
Florida
$17.9M
LPL Financial
8
LPL Financial
California
$13.5M
OAS
9
Optivise Advisory Services
Tennessee
$8.29M
SW
10
Simplicity Wealth
New Jersey
$5.46M
LAM
11
Lifestyle Asset Management
Texas
$4.31M
Raymond James Financial
12
Raymond James Financial
Florida
$3.56M
DWS
13
Discipline Wealth Solutions
South Carolina
$2.61M
MCC
14
Money Concepts Capital
Florida
$2.1M
FIA
15
Foundations Investment Advisors
Arizona
$2.06M
AWS
16
Atria Wealth Solutions
New York
$1.88M
DIM
17
Delta Investment Management
California
$1.67M
PIA
18
Panoramic Investment Advisors
Colorado
$1.66M
CI
19
CPR Investments
Michigan
$1.65M
Envestnet Portfolio Solutions
20
Envestnet Portfolio Solutions
Illinois
$1.6M
IA
21
IFP Advisors
Florida
$1.49M
BCM
22
Brookstone Capital Management
Illinois
$1.28M
BIG
23
Brooklyn Investment Group
New York
$1.06M
JCM
24
J2 Capital Management
Michigan
$999K
FA
25
Fiduciary Alliance
South Carolina
$990K