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HCM Defender 100 Index ETF

40 hedge funds and large institutions have $514M invested in HCM Defender 100 Index ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
Holders Change %
0%
% 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
7
Increased
12
Reduced
17
Closed
6
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Shares
Change %
HCM
1
Howard Capital Management
Georgia
$263M -$1.13M -27,184 -0.4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$41.5M +$5.95M +88,005 +17%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$37.9M -$2.24M -33,064 -6%
BCI
4
Brinker Capital Investments
Pennsylvania
$37.1M +$4.01M +59,288 +12%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$34.4M +$4.19M +61,984 +14%
WWA
6
Wealth Watch Advisors
Colorado
$23.5M -$86.5K -1,279 -0.4%
JWCA
7
J.W. Cole Advisors
Florida
$17.9M +$5.38M +79,586 +43%
LPL Financial
8
LPL Financial
California
$13.5M -$190K -2,806 -1%
OAS
9
Optivise Advisory Services
Tennessee
$8.29M +$2.42M +35,838 +41%
SW
10
Simplicity Wealth
New Jersey
$5.46M +$2.32M +34,311 +74%
LAM
11
Lifestyle Asset Management
Texas
$4.31M +$1.22M +17,986 +39%
Raymond James Financial
12
Raymond James Financial
Florida
$3.56M +$359K +5,316 +11%
DWS
13
Discipline Wealth Solutions
South Carolina
$2.61M +$164K +2,433 +7%
MCC
14
Money Concepts Capital
Florida
$2.1M -$303K -4,476 -13%
FIA
15
Foundations Investment Advisors
Arizona
$2.06M -$5.07K -75 -0.2%
AWS
16
Atria Wealth Solutions
New York
$1.88M +$1.88M +27,773 New
DIM
17
Delta Investment Management
California
$1.67M +$31.8K +470 +2%
PIA
18
Panoramic Investment Advisors
Colorado
$1.66M -$180K -2,663 -10%
CI
19
CPR Investments
Michigan
$1.65M +$58.4K +864 +4%
Envestnet Portfolio Solutions
20
Envestnet Portfolio Solutions
Illinois
$1.6M +$1.6M +23,665 New
IA
21
IFP Advisors
Florida
$1.49M -$33.1K -489 -2%
BCM
22
Brookstone Capital Management
Illinois
$1.28M -$30.4K -450 -2%
BIG
23
Brooklyn Investment Group
New York
$1.06M -$126K -1,862 -11%
JCM
24
J2 Capital Management
Michigan
$999K +$999K +14,773 New
FA
25
Fiduciary Alliance
South Carolina
$990K -$361K -5,342 -27%