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HCM Defender 100 Index ETF

52 hedge funds and large institutions have $607M invested in HCM Defender 100 Index ETF in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more ownership

Funds ownership:

5% more capital invested

Capital invested by funds: $579M → $607M (+$28.2M)

10% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 20

Holders
52
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
$315M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$46.7M
BCI
3
Brinker Capital Investments
Pennsylvania
$41.1M
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$38.6M
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$34.1M
WWA
6
Wealth Watch Advisors
Colorado
$26.9M
LPL Financial
7
LPL Financial
California
$20.5M
JWCA
8
J.W. Cole Advisors
Florida
$17.1M
AWMI
9
Aegis Wealth Management (Iowa)
Iowa
$16.4M
OAS
10
Optivise Advisory Services
Tennessee
$7.06M
LAM
11
Lifestyle Asset Management
Texas
$5.63M
DWS
12
Discipline Wealth Solutions
South Carolina
$4.13M
Raymond James Financial
13
Raymond James Financial
Florida
$3.82M
SW
14
Simplicity Wealth
New Jersey
$2.87M
Osaic Holdings
15
Osaic Holdings
Arizona
$1.92M
PIA
16
Panoramic Investment Advisors
Colorado
$1.88M
DIM
17
Delta Investment Management
California
$1.83M
FIA
18
Foundations Investment Advisors
Arizona
$1.83M
IA
19
IFP Advisors
Florida
$1.75M
NA
20
NewEdge Advisors
Louisiana
$1.64M
BCM
21
Brookstone Capital Management
Illinois
$1.41M
BIG
22
Brooklyn Investment Group
New York
$1.23M
JCM
23
J2 Capital Management
Michigan
$1.21M
FA
24
Fiduciary Alliance
South Carolina
$1.09M
GS
25
GTS Securities
New York
$1.07M