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HCM Defender 100 Index ETF
QQH

Overview Fund Activity

30 hedge funds and large institutions have $407M invested in HCM Defender 100 Index ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
+1
Holders Change %
+3.45%
% of All Funds
0.44%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
6
Increased
11
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWCA
J.W. Cole Advisors
Florida
$11.8M
2
HCM
Howard Capital Management
Georgia
$239M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$24.4M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$19.6M
5
BCI
Brinker Capital Investments
Pennsylvania
$21.4M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$362K
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
GS
GTS Securities
New York
$1.42M
5
IA
IFP Advisors
Florida
$1.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
1
Howard Capital Management
Georgia
$239M +$2.93M +47,655 +1%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$37.7M -$20.9K -340 -0.1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$24.4M +$2M +32,480 +9%
BCI
4
Brinker Capital Investments
Pennsylvania
$21.4M +$797K +12,962 +4%
OPS
5
Orion Portfolio Solutions
Nebraska
$21.4M +$797K +12,962 +4%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$19.6M +$1.78M +28,868 +10%
JWCA
7
J.W. Cole Advisors
Florida
$11.8M +$5.48M +89,005 +87%
OAS
8
Optivise Advisory Services
Tennessee
$6.54M +$6.54M +106,290 New
CI
9
CPR Investments
Michigan
$4.96M +$256K +4,160 +5%
RJA
10
Raymond James & Associates
Florida
$3.13M -$300K -4,873 -9%
LPL Financial
11
LPL Financial
California
$2.42M -$114K -1,852 -5%
LAM
12
Lifestyle Asset Management
Texas
$2.31M +$21.4K +348 +0.9%
FA
13
Fiduciary Alliance
South Carolina
$1.63M +$112K +1,772 +7%
SA
14
Sanctuary Advisors
Indiana
$1.56M +$1.56M +29,530 New
GS
15
GTS Securities
New York
$1.42M -$531K -8,625 -27%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.41M +$38.3K +623 +3%
IA
17
IFP Advisors
Florida
$1.39M -$437K -7,097 -24%
FIA
18
Foundations Investment Advisors
Arizona
$1.3M +$329K +5,351 +34%
BCM
19
Brookstone Capital Management
Illinois
$1.2M -$5.34K -86 -0.4%
MCC
20
Money Concepts Capital
Florida
$408K -$4.55K -74 -1%
AWS
21
Atria Wealth Solutions
New York
$392K -$44K -716 -10%
Osaic Holdings
22
Osaic Holdings
Arizona
$362K -$1.49M -24,204 -80%
AI
23
Atria Investments
North Carolina
$345K +$345K +5,601 New
DIM
24
Delta Investment Management
California
$261K -$246 -4 -0.1%
AWA
25
Arete Wealth Advisors
Illinois
$254K +$254K +4,103 New
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