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HCM Defender 100 Index ETF

33 hedge funds and large institutions have $432M invested in HCM Defender 100 Index ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
+3
Holders Change %
+10%
% of All Funds
0.48%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
10
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HCM
1
Howard Capital Management
Georgia
$249M +$97.1M +2,479,715 +64%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$37.4M -$1.3M -20,566 -3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$26.2M +$1.21M +19,191 +5%
BCI
4
Brinker Capital Investments
Pennsylvania
$25M +$3.06M +48,478 +14%
OPS
5
Orion Portfolio Solutions
Nebraska
$25M +$3.06M +48,478 +14%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$22.2M +$2.12M +33,611 +11%
JWCA
7
J.W. Cole Advisors
Florida
$8.61M -$3.45M -54,751 -29%
OAS
8
Optivise Advisory Services
Tennessee
$6.51M -$193K -3,061 -3%
GS
9
GTS Securities
New York
$4.25M +$2.8M +44,430 +193%
LPL Financial
10
LPL Financial
California
$4.25M +$1.77M +28,074 +71%
RJA
11
Raymond James & Associates
Florida
$3.04M -$167K -2,643 -5%
CI
12
CPR Investments
Michigan
$2.42M -$2.66M -42,222 -52%
LAM
13
Lifestyle Asset Management
Texas
$2.33M -$38.5K -610 -2%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$2.13M +$2.13M +33,843 New
DWS
15
Discipline Wealth Solutions
South Carolina
$1.96M +$1.96M +31,106 New
FIA
16
Foundations Investment Advisors
Arizona
$1.92M +$591K +9,367 +44%
PIA
17
Panoramic Investment Advisors
Colorado
$1.71M +$1.71M +27,154 New
FA
18
Fiduciary Alliance
South Carolina
$1.49M -$140K -2,214 -9%
IA
19
IFP Advisors
Florida
$1.47M +$42.4K +672 +3%
BCM
20
Brookstone Capital Management
Illinois
$1.22M -$5.67K -90 -0.5%
MCC
21
Money Concepts Capital
Florida
$623K +$205K +3,255 +49%
Citadel Advisors
22
Citadel Advisors
Florida
$487K +$487K +7,718 New
WFAG
23
Worth Financial Advisory Group
North Carolina
$480K +$480K +7,613 New
AI
24
Atria Investments
North Carolina
$315K -$37.9K -601 -11%
Osaic Holdings
25
Osaic Holdings
Arizona
$286K -$85.8K -1,360 -23%