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HCM Defender 100 Index ETF
QQH

47 hedge funds and large institutions have $579M invested in HCM Defender 100 Index ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

15% more funds holding

Funds holding: 41 → 47 (+6)

12% more capital invested

Capital invested by funds: $517M → $579M (+$62.7M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 16

1.83% less ownership

Funds ownership: 116.29% → 114.46% (-1.8%)

Holders
47
Holders Change
+6
Holders Change %
+14.63%
% of All Funds
0.62%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
9
Increased
16
Reduced
16
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.7M
2
LPL Financial
LPL Financial
California
+$3.38M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.51M
4
BCI
Brinker Capital Investments
Pennsylvania
+$1.92M
5
GS
GTS Securities
New York
+$1.62M

Top Sellers

Rank Fund Capital Flow
1
HCM
Howard Capital Management
Georgia
-$7.51M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$6.64M
3
SW
Simplicity Wealth
New Jersey
-$2.92M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$1.6M
5
CI
CPR Investments
Michigan
-$416K
Name Holding Trade Value Shares
Change 		Change in
Stake
BIG
26
Brooklyn Investment Group
New York
$1.05M – – –
AWM
27
Axxcess Wealth Management
California
$963K +$899K +12,612 New
CRI
28
Colonial River Investments
Virginia
$963K +$899K +12,612 New
TA
29
Tactive Advisors
Florida
$631K +$589K +8,269 New
Truist Financial
30
Truist Financial
North Carolina
$519K +$484K +6,794 New
Mariner
31
Mariner
Kansas
$479K +$155K +2,175 +53%
SF
32
Summit Financial
New Jersey
$465K +$434K +6,087 New
SAM
33
Synergy Asset Management
Washington
$411K +$384K +5,390 New
HIM
34
Hanlon Investment Management
New Jersey
$387K +$362K +5,077 New
WFAG
35
Worth Financial Advisory Group
North Carolina
$373K -$82K -1,151 -19%
ACM
36
Absolute Capital Management
Pennsylvania
$319K +$10.6K +148 +4%
PS
37
Principal Securities
Iowa
$315K +$117K +1,645 +66%
AI
38
Atria Investments
North Carolina
$299K -$19.7K -277 -7%
IA
39
Integrity Alliance
Iowa
$294K -$61.1K -857 -18%
KAS
40
Kestra Advisory Services
Texas
$289K – – –
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$245K +$229K +3,216 New
GWM
42
Geneos Wealth Management
Colorado
$99.2K – – –
AssetMark Inc
43
AssetMark Inc
California
$62.8K +$26.5K +372 +82%
Morgan Stanley
44
Morgan Stanley
New York
$38.2K – – –
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$37K +$7.2K +101 +26%
CAM
46
Creekmur Asset Management
Illinois
$22.1K – – –
SPIA
47
Steward Partners Investment Advisory
New York
$10.4K – – –
Envestnet Portfolio Solutions
48
Envestnet Portfolio Solutions
Illinois
– -$1.6M -23,665 Closed
UBS Group
49
UBS Group
Switzerland
– -$19.4K -287 Closed
1
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QQH Hedge Fund Activity: Q3 2025 in Review

47 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in HCM Defender 100 Index ETF (QQH) for Q3 2025, worth a combined $579M — up 12% from $517M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new QQH positions and 2 closed out — a net gain of 7 holders — while 16 added to existing stakes and 16 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $3.7M. The largest seller was Howard Capital Management, cutting an estimated $7.51M.

  • 47 institutional investors held HCM Defender 100 Index ETF (QQH) as of Q3 2025, up from 41 in Q2 2025.
  • Funds reported $579M of HCM Defender 100 Index ETF stock for Q3 2025, up 12% quarter-over-quarter.
  • 9 funds opened new HCM Defender 100 Index ETF positions in Q3 2025 and 2 closed out, a net change of +7 holders.
  • The largest HCM Defender 100 Index ETF buyer in Q3 2025 was Envestnet Asset Management, an estimated $3.7M added.
  • The largest HCM Defender 100 Index ETF seller in Q3 2025 was Howard Capital Management, an estimated $7.51M sold.

Based on aggregated 13F filings for Q3 2025.