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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

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 capital invested

Capital invested by funds: $ → $

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
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
HAG
14
HighPoint Advisor Group
Illinois
$3.2M
SW
15
Simplicity Wealth
New Jersey
$2.87M
Osaic Holdings
16
Osaic Holdings
Arizona
$1.92M
PIA
17
Panoramic Investment Advisors
Colorado
$1.88M
DIM
18
Delta Investment Management
California
$1.83M
FIA
19
Foundations Investment Advisors
Arizona
$1.83M
IA
20
IFP Advisors
Florida
$1.75M
NA
21
NewEdge Advisors
Louisiana
$1.64M
BCM
22
Brookstone Capital Management
Illinois
$1.41M
BIG
23
Brooklyn Investment Group
New York
$1.23M
JCM
24
J2 Capital Management
Michigan
$1.21M
FA
25
Fiduciary Alliance
South Carolina
$1.09M