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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

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

3% more funds holding

Funds holding: 3940 (+1)

1.9% more ownership

Funds ownership: 118.21%120.11% (+1.9%)

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

9% less capital invested

Capital invested by funds: $508M → $460M (-$48M)

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
Change in
Stake
HCM
1
Howard Capital Management
Georgia
$229M -$3.3M -51,113 -0.8%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$34.7M -$827K -12,790 -2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$30.7M +$4.01M +62,028 +13%
BCI
4
Brinker Capital Investments
Pennsylvania
$28.7M +$3.96M +61,286 +14%
OPS
5
Orion Portfolio Solutions
Nebraska
$28.7M +$3.96M +61,286 +14%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$26.2M +$4.4M +68,088 +18%
WWA
7
Wealth Watch Advisors
Colorado
$20.4M -$433K -6,692 -2%
LPL Financial
8
LPL Financial
California
$11.9M +$449K +6,952 +4%
JWCA
9
J.W. Cole Advisors
Florida
$10.8M +$1.66M +25,649 +16%
OAS
10
Optivise Advisory Services
Tennessee
$5.07M -$3.42M -52,896 -38%
GS
11
GTS Securities
New York
$3.55M -$736K -11,390 -16%
Raymond James Financial
12
Raymond James Financial
Florida
$2.77M +$6.85K +106 +0.2%
SW
13
Simplicity Wealth
New Jersey
$2.71M +$3M +46,377 New
LAM
14
Lifestyle Asset Management
Texas
$2.68M +$542K +8,390 +22%
Citadel Advisors
15
Citadel Advisors
Florida
$2.21M +$2.44M +37,715 New
DWS
16
Discipline Wealth Solutions
South Carolina
$2.12M -$275K -4,259 -11%
MCC
17
Money Concepts Capital
Florida
$2.08M +$1.67M +25,848 +268%
FIA
18
Foundations Investment Advisors
Arizona
$1.78M -$10.3K -159 -0.5%
PIA
19
Panoramic Investment Advisors
Colorado
$1.59M
Osaic Holdings
20
Osaic Holdings
Arizona
$1.54M +$1.57M +24,289 +1,150%
DIM
21
Delta Investment Management
California
$1.42M +$5.62K +87 +0.4%
CI
22
CPR Investments
Michigan
$1.38M -$119K -1,844 -7%
IA
23
IFP Advisors
Florida
$1.31M +$28.3K +438 +2%
FA
24
Fiduciary Alliance
South Carolina
$1.17M -$7.69K -119 -0.6%
BCM
25
Brookstone Capital Management
Illinois
$1.13M +$10.5K +162 +0.8%

QQH Hedge Fund Activity: Q1 2025 in Review

40 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in HCM Defender 100 Index ETF (QQH) for Q1 2025, worth a combined $460M — down 9.5% from $508M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new QQH positions and 5 closed out — a net gain of 1 holder — while 16 added to existing stakes and 15 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $4.4M. The largest seller was Optivise Advisory Services, cutting an estimated $3.42M.

  • 40 institutional investors held HCM Defender 100 Index ETF (QQH) as of Q1 2025, up from 39 in Q4 2024.
  • Funds reported $460M of HCM Defender 100 Index ETF stock for Q1 2025, down 9.5% quarter-over-quarter.
  • 6 funds opened new HCM Defender 100 Index ETF positions in Q1 2025 and 5 closed out, a net change of +1 holder.
  • The largest HCM Defender 100 Index ETF buyer in Q1 2025 was Cetera Investment Advisers, an estimated $4.4M added.
  • The largest HCM Defender 100 Index ETF seller in Q1 2025 was Optivise Advisory Services, an estimated $3.42M sold.

Based on aggregated 13F filings for Q1 2025.