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HCM Defender 100 Index ETF

28 hedge funds and large institutions have $221M invested in HCM Defender 100 Index ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
-1
Holders Change %
-3.45%
% of All Funds
0.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
8
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HCM
1
Howard Capital Management
Georgia
$147M +$2.9M +73,710 +2%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$14.5M -$1.27M -32,207 -8%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.04M +$692K +17,576 +8%
OPS
4
Orion Portfolio Solutions
Nebraska
$8.06M +$336K +8,523 +4%
BCI
5
Brinker Capital Investments
Pennsylvania
$8.06M +$8.06M +204,769 New
BCM
6
Brookstone Capital Management
Illinois
$8.02M +$7.25M +185,360 +941%
CAN
7
Cetera Advisor Networks
California
$3.76M -$227K -5,766 -6%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$3.44M -$56.6K -1,437 -2%
JWCA
9
J.W. Cole Advisors
Florida
$3.22M -$382K -9,712 -11%
RJA
10
Raymond James & Associates
Florida
$3M +$4.65K +118 +0.2%
CI
11
CPR Investments
Michigan
$2.4M -$493K -12,534 -17%
CA
12
Cetera Advisors
Colorado
$1.71M -$323K -8,213 -16%
DIM
13
Delta Investment Management
California
$1.65M -$81.3K -2,065 -5%
LPL Financial
14
LPL Financial
California
$972K -$85.4K -2,170 -8%
IA
15
IFP Advisors
Florida
$910K -$188K -7,448 -17%
FIA
16
Foundations Investment Advisors
Arizona
$728K +$728K +18,502 New
AWS
17
Atria Wealth Solutions
New York
$688K -$265K -6,722 -28%
FA
18
Fiduciary Alliance
South Carolina
$623K +$5.87K +149 +1%
LAM
19
Lifestyle Asset Management
Texas
$581K +$15.4K +390 +3%
Osaic Holdings
20
Osaic Holdings
Arizona
$560K -$12.2K -310 -2%
Jane Street
21
Jane Street
New York
$541K +$541K +13,735 New
MCC
22
Money Concepts Capital
Florida
$390K -$280K -19,279 -42%
AWM
23
AE Wealth Management
Kansas
$241K -$81.8K -2,078 -25%
UBS Group
24
UBS Group
Switzerland
$124K -$79.4K -2,018 -39%
Morgan Stanley
25
Morgan Stanley
New York
$19.7K