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HCM Defender 100 Index ETF

39 hedge funds and large institutions have $508M invested in HCM Defender 100 Index ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

18% more funds holding

Funds holding: 3339 (+6)

18% more capital invested

Capital invested by funds: $432M → $508M (+$75.8M)

4.57% more ownership

Funds ownership: 113.64%118.21% (+4.6%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
39
Holders Change
+6
Holders Change %
+18.18%
% of All Funds
0.51%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
17
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Howard Capital Management
Georgia
$266M +$1.12M +17,015 +0.3%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$40.7M +$897K +13,618 +2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$31.1M +$3.2M +48,660 +12%
BCI
4
Brinker Capital Investments
Pennsylvania
$28.7M +$2.16M +32,816 +8%
OPS
5
Orion Portfolio Solutions
Nebraska
$28.7M +$2.16M +32,816 +8%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$25.4M +$1.83M +27,815 +8%
WWA
7
Wealth Watch Advisors
Colorado
$23.8M +$23.4M +355,575 New
LPL Financial
8
LPL Financial
California
$13.1M +$8.47M +128,680 +191%
JWCA
9
J.W. Cole Advisors
Florida
$10.7M +$1.52M +23,071 +17%
OAS
10
Optivise Advisory Services
Tennessee
$9.36M +$2.4M +36,393 +35%
GS
11
GTS Securities
New York
$4.83M +$300K +4,554 +7%
Raymond James Financial
12
Raymond James Financial
Florida
$3.17M +$3.11M +47,239 New
DWS
13
Discipline Wealth Solutions
South Carolina
$2.71M +$619K +9,392 +30%
LAM
14
Lifestyle Asset Management
Texas
$2.51M +$29.4K +446 +1%
FIA
15
Foundations Investment Advisors
Arizona
$2.06M +$15.1K +230 +0.8%
PIA
16
Panoramic Investment Advisors
Colorado
$1.82M +$2.37K +36 +0.1%
CI
17
CPR Investments
Michigan
$1.7M -$850K -12,907 -34%
DIM
18
Delta Investment Management
California
$1.62M +$1.31M +19,944 +471%
IA
19
IFP Advisors
Florida
$1.48M -$79.5K -1,207 -5%
FA
20
Fiduciary Alliance
South Carolina
$1.35M -$233K -3,541 -15%
BCM
21
Brookstone Capital Management
Illinois
$1.29M -$1.91K -29 -0.2%
BIG
22
Brooklyn Investment Group
New York
$1.22M +$1.2M +18,224 New
MCC
23
Money Concepts Capital
Florida
$648K -$14.6K -221 -2%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$620K -$1.62M -24,600 -73%
WFAG
25
Worth Financial Advisory Group
North Carolina
$554K +$43K +653 +9%

QQH Hedge Fund Activity: Q4 2024 in Review

39 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in HCM Defender 100 Index ETF (QQH) for Q4 2024, worth a combined $508M — up 18% from $432M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new QQH positions and 4 closed out — a net gain of 7 holders — while 17 added to existing stakes and 10 trimmed.

The largest buyer was LPL Financial, adding an estimated $8.47M. The largest seller was Susquehanna International Group, cutting an estimated $1.62M.

  • 39 institutional investors held HCM Defender 100 Index ETF (QQH) as of Q4 2024, up from 33 in Q3 2024.
  • Funds reported $508M of HCM Defender 100 Index ETF stock for Q4 2024, up 18% quarter-over-quarter.
  • 11 funds opened new HCM Defender 100 Index ETF positions in Q4 2024 and 4 closed out, a net change of +7 holders.
  • The largest HCM Defender 100 Index ETF buyer in Q4 2024 was LPL Financial, an estimated $8.47M added.
  • The largest HCM Defender 100 Index ETF seller in Q4 2024 was Susquehanna International Group, an estimated $1.62M sold.

Based on aggregated 13F filings for Q4 2024.