QQH icon

HCM Defender 100 Index ETF

40 hedge funds and large institutions have $460M invested in HCM Defender 100 Index ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+1
Holders Change %
+2.56%
% of All Funds
0.54%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
6
Increased
16
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HCM
1
Howard Capital Management
Georgia
$229M -$1.85M -51,113 -0.8%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$34.7M -$748K -12,790 -2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$30.7M +$3.63M +62,028 +13%
BCI
4
Brinker Capital Investments
Pennsylvania
$28.7M +$3.58M +61,286 +14%
OPS
5
Orion Portfolio Solutions
Nebraska
$28.7M +$3.58M +61,286 +14%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$26.2M +$3.98M +68,088 +18%
WWA
7
Wealth Watch Advisors
Colorado
$20.4M -$391K -6,692 -2%
LPL Financial
8
LPL Financial
California
$11.9M +$407K +6,952 +4%
JWCA
9
J.W. Cole Advisors
Florida
$10.8M +$1.5M +25,649 +16%
OAS
10
Optivise Advisory Services
Tennessee
$5.07M -$3.09M -52,896 -38%
GS
11
GTS Securities
New York
$3.55M -$666K -11,390 -16%
Raymond James Financial
12
Raymond James Financial
Florida
$2.77M +$6.2K +106 +0.2%
SW
13
Simplicity Wealth
New Jersey
$2.71M +$2.71M +46,377 New
LAM
14
Lifestyle Asset Management
Texas
$2.68M +$491K +8,390 +22%
Citadel Advisors
15
Citadel Advisors
Florida
$2.21M +$2.21M +37,715 New
DWS
16
Discipline Wealth Solutions
South Carolina
$2.12M -$249K -4,259 -11%
MCC
17
Money Concepts Capital
Florida
$2.08M +$1.51M +25,848 +268%
FIA
18
Foundations Investment Advisors
Arizona
$1.78M -$9.3K -159 -0.5%
PIA
19
Panoramic Investment Advisors
Colorado
$1.59M
Osaic Holdings
20
Osaic Holdings
Arizona
$1.54M +$1.42M +24,289 +1,150%
DIM
21
Delta Investment Management
California
$1.42M +$5.09K +87 +0.4%
CI
22
CPR Investments
Michigan
$1.38M -$108K -1,844 -7%
IA
23
IFP Advisors
Florida
$1.31M +$25.6K +438 +2%
FA
24
Fiduciary Alliance
South Carolina
$1.17M -$6.96K -119 -0.6%
BCM
25
Brookstone Capital Management
Illinois
$1.13M +$9.47K +162 +0.8%