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HCM Defender 100 Index ETF

41 hedge funds and large institutions have $517M invested in HCM Defender 100 Index ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

12% more capital invested

Capital invested by funds: $460M → $517M (+$57.1M)

3% more funds holding

Funds holding: 4041 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3.82% less ownership

Funds ownership: 120.11%116.29% (-3.8%)

29% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 17

Holders
41
Holders Change
+1
Holders Change %
+2.5%
% 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
8
Increased
12
Reduced
17
Closed
6
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Howard Capital Management
Georgia
$263M -$1.63M -27,184 -0.4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$41.5M +$5.29M +88,005 +17%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$37.9M -$1.99M -33,064 -6%
BCI
4
Brinker Capital Investments
Pennsylvania
$37.1M +$3.56M +59,288 +12%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$34.4M +$3.72M +61,984 +14%
WWA
6
Wealth Watch Advisors
Colorado
$23.5M -$76.9K -1,279 -0.4%
JWCA
7
J.W. Cole Advisors
Florida
$17.9M +$4.78M +79,586 +43%
LPL Financial
8
LPL Financial
California
$13.5M -$169K -2,806 -1%
OAS
9
Optivise Advisory Services
Tennessee
$8.29M +$2.15M +35,838 +41%
SW
10
Simplicity Wealth
New Jersey
$5.46M +$2.06M +34,311 +74%
LAM
11
Lifestyle Asset Management
Texas
$4.31M +$1.08M +17,986 +39%
Raymond James Financial
12
Raymond James Financial
Florida
$3.56M +$319K +5,316 +11%
DWS
13
Discipline Wealth Solutions
South Carolina
$2.61M +$146K +2,433 +7%
MCC
14
Money Concepts Capital
Florida
$2.1M -$269K -4,476 -13%
FIA
15
Foundations Investment Advisors
Arizona
$2.06M -$4.51K -75 -0.2%
AWS
16
Atria Wealth Solutions
New York
$1.88M +$1.67M +27,773 New
Osaic Holdings
17
Osaic Holdings
Arizona
$1.77M -$10.3K -171 -0.6%
DIM
18
Delta Investment Management
California
$1.67M +$28.2K +470 +2%
PIA
19
Panoramic Investment Advisors
Colorado
$1.66M -$160K -2,663 -10%
CI
20
CPR Investments
Michigan
$1.65M +$51.9K +864 +4%
Envestnet Portfolio Solutions
21
Envestnet Portfolio Solutions
Illinois
$1.6M +$1.42M +23,665 New
IA
22
IFP Advisors
Florida
$1.49M -$29.4K -489 -2%
BCM
23
Brookstone Capital Management
Illinois
$1.28M -$27K -450 -2%
PAS
24
Parsonex Advisory Services
Colorado
$1.09M +$971K +16,162 New
BIG
25
Brooklyn Investment Group
New York
$1.06M -$112K -1,862 -11%

QQH Hedge Fund Activity: Q2 2025 in Review

41 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in HCM Defender 100 Index ETF (QQH) for Q2 2025, worth a combined $517M — up 12% from $460M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new QQH positions and 6 closed out — a net gain of 2 holders — while 12 added to existing stakes and 17 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $5.29M. The largest seller was GTS Securities, exiting entirely with an estimated $3.55M sold.

  • 41 institutional investors held HCM Defender 100 Index ETF (QQH) as of Q2 2025, up from 40 in Q1 2025.
  • Funds reported $517M of HCM Defender 100 Index ETF stock for Q2 2025, up 12% quarter-over-quarter.
  • 8 funds opened new HCM Defender 100 Index ETF positions in Q2 2025 and 6 closed out, a net change of +2 holders.
  • The largest HCM Defender 100 Index ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $5.29M added.
  • The largest HCM Defender 100 Index ETF seller in Q2 2025 was GTS Securities, an estimated $3.55M sold.

Based on aggregated 13F filings for Q2 2025.