Hilton BDC Corporate Bond ETF
HBDC
9 hedge funds and large institutions have $21.6M invested in Hilton BDC Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
93% more capital invested
Capital invested by funds: $11.2M → $21.6M (+$10.4M)
80% more funds holding
Funds holding: 5 → 9 (+4)
8.82% more ownership
Funds ownership: 15.08% → 23.89% (+8.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hilton Capital Management
Garden City,
New York
|
+$6.1M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.81M |
| 3 |
GS
GTS Securities
New York
|
+$688K |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$668K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$545K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.09M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
P
1
&Partners
Nashville,
Tennessee
| $9.31M | +$544K | +21,638 | +6% |
|
|
HCM
2
Hilton Capital Management
Garden City,
New York
| $7.05M | +$6.1M | +242,782 | +647% |
|
|
3
LPL Financial
San Diego,
California
| $2.81M | +$2.81M | +111,705 | New |
|
|
4
Stifel Financial
St. Louis,
Missouri
| $926K | +$545K | +21,694 | +143% |
|
|
GS
5
GTS Securities
New York
| $689K | +$688K | +27,376 | New |
|
|
6
Raymond James Financial
St Petersburg,
Florida
| $668K | +$668K | +26,568 | New |
|
|
PTC
7
Private Trust Company
Cleveland,
Ohio
| $106K | +$106K | +4,231 | New |
|
8
UBS Group
Zurich,
Switzerland
| $49K | +$37.8K | +1,503 | +339% |
|
|
FFA
9
Farther Finance Advisors
San Francisco,
California
| $28K | +$28K | +1,112 | New |
|
|
10
Jane Street
New York
| – | -$1.09M | -43,141 | Closed |
|
HBDC Hedge Fund Activity: Q4 2025 in Review
9 of the 8,238 institutional investors tracked by Wall St. Rank reported a position in Hilton BDC Corporate Bond ETF (HBDC) for Q4 2025, worth a combined $21.6M — up 93% from $11.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new HBDC positions and 1 closed out — a net gain of 4 holders — while 4 added to existing stakes and 0 trimmed.
The largest buyer was Hilton Capital Management, adding an estimated $6.1M. The largest seller was Jane Street, exiting entirely with an estimated $1.09M sold.
- 9 institutional investors held Hilton BDC Corporate Bond ETF (HBDC) as of Q4 2025, up from 5 in Q3 2025.
- Funds reported $21.6M of Hilton BDC Corporate Bond ETF stock for Q4 2025, up 93% quarter-over-quarter.
- 5 funds opened new Hilton BDC Corporate Bond ETF positions in Q4 2025 and 1 closed out, a net change of +4 holders.
- The largest Hilton BDC Corporate Bond ETF buyer in Q4 2025 was Hilton Capital Management, an estimated $6.1M added.
- The largest Hilton BDC Corporate Bond ETF seller in Q4 2025 was Jane Street, an estimated $1.09M sold.
Based on aggregated 13F filings for Q4 2025.