Hilton Small-MidCap Opportunity ETF
SMCO
6 hedge funds and large institutions have $11M invested in Hilton Small-MidCap Opportunity ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, reducing their positions, and 0 closing their positions.
209% more capital invested
Capital invested by funds: $3.56M → $11M (+$7.45M)
100% more funds holding
Funds holding: 3 → 6 (+3)
9.28% more ownership
Funds ownership: 5.8% → 15.09% (+9.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hilton Capital Management
Garden City,
New York
|
+$6.23M |
| 2 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
+$698K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$198K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$176K |
| 5 |
SCA
Snowden Capital Advisors
New York
|
+$76K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HCM
1
Hilton Capital Management
Garden City,
New York
| $6.33M | +$6.23M | +267,268 | New |
|
|
VWA
2
Visionary Wealth Advisors
O'fallon,
Illinois
| $3.6M | +$698K | +29,981 | +25% |
|
|
SCA
3
Snowden Capital Advisors
New York
| $457K | +$76K | +3,263 | +20% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $416K | +$176K | +7,538 | +75% |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $201K | +$198K | +8,501 | New |
|
6
Comerica Bank
Dallas,
Texas
| $3.75K | +$3.68K | +158 | New |
|
SMCO Hedge Fund Activity: Q2 2024 in Review
6 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Hilton Small-MidCap Opportunity ETF (SMCO) for Q2 2024, worth a combined $11M — up 209% from $3.56M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SMCO positions and 0 closed out — a net gain of 3 holders — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Hilton Capital Management, opening a new position worth an estimated $6.23M.
- 6 institutional investors held Hilton Small-MidCap Opportunity ETF (SMCO) as of Q2 2024, up from 3 in Q1 2024.
- Funds reported $11M of Hilton Small-MidCap Opportunity ETF stock for Q2 2024, up 209% quarter-over-quarter.
- 3 funds opened new Hilton Small-MidCap Opportunity ETF positions in Q2 2024 and 0 closed out, a net change of +3 holders.
- The largest Hilton Small-MidCap Opportunity ETF buyer in Q2 2024 was Hilton Capital Management, an estimated $6.23M added.
Based on aggregated 13F filings for Q2 2024.