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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
Holders
40
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Howard Capital Management
Georgia
$229M
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$34.7M
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$30.7M
OPS
4
Orion Portfolio Solutions
Nebraska
$28.7M
BCI
5
Brinker Capital Investments
Pennsylvania
$28.7M
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$26.2M
WWA
7
Wealth Watch Advisors
Colorado
$20.4M
LPL Financial
8
LPL Financial
California
$11.9M
JWCA
9
J.W. Cole Advisors
Florida
$10.8M
OAS
10
Optivise Advisory Services
Tennessee
$5.07M
GS
11
GTS Securities
New York
$3.55M
Raymond James Financial
12
Raymond James Financial
Florida
$2.77M
SW
13
Simplicity Wealth
New Jersey
$2.71M
LAM
14
Lifestyle Asset Management
Texas
$2.68M
Citadel Advisors
15
Citadel Advisors
Florida
$2.21M
DWS
16
Discipline Wealth Solutions
South Carolina
$2.12M
MCC
17
Money Concepts Capital
Florida
$2.08M
FIA
18
Foundations Investment Advisors
Arizona
$1.78M
PIA
19
Panoramic Investment Advisors
Colorado
$1.59M
Osaic Holdings
20
Osaic Holdings
Arizona
$1.54M
DIM
21
Delta Investment Management
California
$1.42M
CI
22
CPR Investments
Michigan
$1.38M
IA
23
IFP Advisors
Florida
$1.31M
FA
24
Fiduciary Alliance
South Carolina
$1.17M
BCM
25
Brookstone Capital Management
Illinois
$1.13M