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HCM Defender 100 Index ETF

54 hedge funds and large institutions have $611M invested in HCM Defender 100 Index ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

15% more funds holding

Funds holding: 4754 (+7)

5% more capital invested

Capital invested by funds: $579M → $611M (+$31.6M)

4.16% more ownership

Funds ownership: 114.46%118.63% (+4.2%)

10% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 20

Holders
54
Holders Change
+7
Holders Change %
+14.89%
% of All Funds
0.66%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
11
Increased
18
Reduced
20
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Howard Capital Management
Georgia
$315M +$22.5M +289,022 +5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$46.7M -$4.84M -62,173 -9%
BCI
3
Brinker Capital Investments
Pennsylvania
$41.1M -$3.51M -45,011 -8%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$38.6M -$3.58M -45,989 -8%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$34.1M -$2.04M -26,242 -6%
WWA
6
Wealth Watch Advisors
Colorado
$26.9M +$140K +1,800 +0.5%
LPL Financial
7
LPL Financial
California
$20.5M +$1.38M +17,704 +7%
JWCA
8
J.W. Cole Advisors
Florida
$17.1M +$598K +7,677 +3%
AWMI
9
Aegis Wealth Management (Iowa)
Iowa
$16.4M +$16.5M +211,807 New
OAS
10
Optivise Advisory Services
Tennessee
$7.06M -$2.14M -27,431 -23%
LAM
11
Lifestyle Asset Management
Texas
$5.63M +$3.82K +49 +0.1%
DWS
12
Discipline Wealth Solutions
South Carolina
$4.13M +$1.02M +13,147 +33%
Raymond James Financial
13
Raymond James Financial
Florida
$3.82M -$95K -1,220 -2%
HAG
14
HighPoint Advisor Group
Illinois
$3.2M +$3.22M +41,312 New
SW
15
Simplicity Wealth
New Jersey
$2.87M -$201K -2,576 -6%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.92M -$52.7K -677 -3%
PIA
17
Panoramic Investment Advisors
Colorado
$1.88M -$8.18K -105 -0.4%
DIM
18
Delta Investment Management
California
$1.83M -$121K -1,553 -6%
FIA
19
Foundations Investment Advisors
Arizona
$1.83M -$202K -2,600 -10%
IA
20
IFP Advisors
Florida
$1.75M +$46.9K +602 +3%
NA
21
NewEdge Advisors
Louisiana
$1.64M +$1.65M +21,176 New
BCM
22
Brookstone Capital Management
Illinois
$1.41M -$6.23K -80 -0.4%
BIG
23
Brooklyn Investment Group
New York
$1.23M
JCM
24
J2 Capital Management
Michigan
$1.21M +$21.4K +275 +2%
FA
25
Fiduciary Alliance
South Carolina
$1.09M -$37.3K -479 -3%

QQH Hedge Fund Activity: Q4 2025 in Review

54 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in HCM Defender 100 Index ETF (QQH) for Q4 2025, worth a combined $611M — up 5.5% from $579M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new QQH positions and 3 closed out — a net gain of 8 holders — while 18 added to existing stakes and 20 trimmed.

The largest buyer was Howard Capital Management, adding an estimated $22.5M. The largest seller was Envestnet Asset Management, cutting an estimated $4.84M.

  • 54 institutional investors held HCM Defender 100 Index ETF (QQH) as of Q4 2025, up from 47 in Q3 2025.
  • Funds reported $611M of HCM Defender 100 Index ETF stock for Q4 2025, up 5.5% quarter-over-quarter.
  • 11 funds opened new HCM Defender 100 Index ETF positions in Q4 2025 and 3 closed out, a net change of +8 holders.
  • The largest HCM Defender 100 Index ETF buyer in Q4 2025 was Howard Capital Management, an estimated $22.5M added.
  • The largest HCM Defender 100 Index ETF seller in Q4 2025 was Envestnet Asset Management, an estimated $4.84M sold.

Based on aggregated 13F filings for Q4 2025.