Hilton Small-MidCap Opportunity ETF
SMCO
3 hedge funds and large institutions have $3.56M invested in Hilton Small-MidCap Opportunity ETF in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, reducing their positions, and 2 closing their positions.
78% more capital invested
Capital invested by funds: $2.01M → $3.56M (+$1.56M)
6.53% less ownership
Funds ownership: 12.33% → 5.8% (-6.5%)
25% less funds holding
Funds holding: 4 → 3 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
+$1.13M |
| 2 |
SCA
Snowden Capital Advisors
New York
|
+$360K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$115K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$346K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.17K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VWA
1
Visionary Wealth Advisors
O'fallon,
Illinois
| $2.94M | +$1.13M | +50,383 | +70% |
|
|
SCA
2
Snowden Capital Advisors
New York
| $386K | +$360K | +16,021 | New |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $241K | +$115K | +5,122 | +105% |
|
|
GS
4
GTS Securities
New York
| – | -$346K | -15,947 | Closed |
|
|
5
UBS Group
Zurich,
Switzerland
| – | -$2.17K | -100 | Closed |
|
SMCO Hedge Fund Activity: Q1 2024 in Review
3 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Hilton Small-MidCap Opportunity ETF (SMCO) for Q1 2024, worth a combined $3.56M — up 78% from $2.01M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of SMCO and 1 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 2 added.
The largest buyer was Visionary Wealth Advisors, adding an estimated $1.13M. The largest seller was GTS Securities, exiting entirely with an estimated $346K sold.
- 3 institutional investors held Hilton Small-MidCap Opportunity ETF (SMCO) as of Q1 2024, down from 4 in Q4 2023.
- Funds reported $3.56M of Hilton Small-MidCap Opportunity ETF stock for Q1 2024, up 78% quarter-over-quarter.
- 1 fund opened new Hilton Small-MidCap Opportunity ETF positions in Q1 2024 and 2 closed out, a net change of -1 holder.
- The largest Hilton Small-MidCap Opportunity ETF buyer in Q1 2024 was Visionary Wealth Advisors, an estimated $1.13M added.
- The largest Hilton Small-MidCap Opportunity ETF seller in Q1 2024 was GTS Securities, an estimated $346K sold.
Based on aggregated 13F filings for Q1 2024.