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Hilton Small-MidCap Opportunity ETF

4 hedge funds and large institutions have $2.01M invested in Hilton Small-MidCap Opportunity ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

12.33% more ownership

Funds ownership: 0%12.33% (+12%)

Holders
4
Holders Change
+4
Holders Change %
% of All Funds
0.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
1
Visionary Wealth Advisors
Illinois
$1.55M +$1.51M +71,517 New
GS
2
GTS Securities
New York
$346K +$337K +15,947 New
Osaic Holdings
3
Osaic Holdings
Arizona
$106K +$104K +4,900 New
UBS Group
4
UBS Group
Switzerland
$2.17K +$2.11K +100 New

SMCO Hedge Fund Activity: Q4 2023 in Review

4 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Hilton Small-MidCap Opportunity ETF (SMCO) for Q4 2023, worth a combined $2.01M.

Buyers outnumbered sellers: 4 funds opened new SMCO positions and 0 closed out — a net gain of 4 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Visionary Wealth Advisors, opening a new position worth an estimated $1.51M.

  • 4 institutional investors held Hilton Small-MidCap Opportunity ETF (SMCO) as of Q4 2023, up from 0 in Q3 2023.
  • Funds reported $2.01M of Hilton Small-MidCap Opportunity ETF stock for Q4 2023.
  • 4 funds opened new Hilton Small-MidCap Opportunity ETF positions in Q4 2023 and 0 closed out, a net change of +4 holders.
  • The largest Hilton Small-MidCap Opportunity ETF buyer in Q4 2023 was Visionary Wealth Advisors, an estimated $1.51M added.

Based on aggregated 13F filings for Q4 2023.