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HBDC

Hilton BDC Corporate Bond ETF

5 hedge funds and large institutions have $11.2M invested in Hilton BDC Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more capital invested

Capital invested by funds: $4.4M → $11.2M (+$6.83M)

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

25% more funds holding

Funds holding: 45 (+1)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

15.6% less ownership

Funds ownership: 30.67%15.08% (-16%)

Holders
5
Holders Change
+1
Holders Change %
+25%
% of All Funds
0.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
1
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
P
1
&Partners
Tennessee
$8.8M +$8.76M +348,514 New
Jane Street
2
Jane Street
New York
$1.09M +$574K +22,832 +112%
HCM
3
Hilton Capital Management
New York
$946K -$2.04M -81,120 -68%
Stifel Financial
4
Stifel Financial
Missouri
$382K +$380K +15,119 New
UBS Group
5
UBS Group
Switzerland
$11.2K +$11.2K +444 New
GS
6
GTS Securities
New York
-$726K -29,083 Closed
Citadel Advisors
7
Citadel Advisors
Florida
-$209K -8,363 Closed

HBDC Hedge Fund Activity: Q3 2025 in Review

5 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Hilton BDC Corporate Bond ETF (HBDC) for Q3 2025, worth a combined $11.2M — up 155% from $4.4M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new HBDC positions and 2 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.

The largest buyer was &Partners, opening a new position worth an estimated $8.76M. The largest seller was Hilton Capital Management, cutting an estimated $2.04M.

  • 5 institutional investors held Hilton BDC Corporate Bond ETF (HBDC) as of Q3 2025, up from 4 in Q2 2025.
  • Funds reported $11.2M of Hilton BDC Corporate Bond ETF stock for Q3 2025, up 155% quarter-over-quarter.
  • 3 funds opened new Hilton BDC Corporate Bond ETF positions in Q3 2025 and 2 closed out, a net change of +1 holder.
  • The largest Hilton BDC Corporate Bond ETF buyer in Q3 2025 was &Partners, an estimated $8.76M added.
  • The largest Hilton BDC Corporate Bond ETF seller in Q3 2025 was Hilton Capital Management, an estimated $2.04M sold.

Based on aggregated 13F filings for Q3 2025.