Hilton Small-MidCap Opportunity ETF
SMCO
9 hedge funds and large institutions have $12M invested in Hilton Small-MidCap Opportunity ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
50% more funds holding
Funds holding: 6 → 9 (+3)
9% more capital invested
Capital invested by funds: $11M → $12M (+$942K)
1.68% less ownership
Funds ownership: 15.09% → 13.41% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Crumly & Associates
Springfield,
Illinois
|
+$4.36M |
| 2 |
GS
GTS Securities
New York
|
+$1.26M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$526K |
| 4 |
P8IP
Pier 88 Investment Partners
San Francisco,
California
|
+$495K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$336K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hilton Capital Management
Garden City,
New York
|
-$6.33M |
| 2 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
-$309K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$201K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
1
Crumly & Associates
Springfield,
Illinois
| $4.51M | +$4.36M | +181,231 | New |
|
|
VWA
2
Visionary Wealth Advisors
O'fallon,
Illinois
| $3.46M | -$309K | -12,852 | -8% |
|
|
GS
3
GTS Securities
New York
| $1.31M | +$1.26M | +52,492 | New |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $982K | +$526K | +21,877 | +125% |
|
|
SCA
5
Snowden Capital Advisors
New York
| $516K | +$34.6K | +1,437 | +7% |
|
|
P8IP
6
Pier 88 Investment Partners
San Francisco,
California
| $513K | +$495K | +20,600 | New |
|
|
7
Citadel Advisors
Miami,
Florida
| $347K | +$336K | +13,952 | New |
|
|
FB
8
Fulton Bank
Lancaster,
Pennsylvania
| $299K | +$289K | +12,023 | New |
|
9
Comerica Bank
Dallas,
Texas
| $15.4K | +$11.1K | +462 | +292% |
|
|
HCM
10
Hilton Capital Management
Garden City,
New York
| – | -$6.33M | -267,268 | Closed |
|
|
11
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$201K | -8,501 | Closed |
|
SMCO Hedge Fund Activity: Q3 2024 in Review
9 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Hilton Small-MidCap Opportunity ETF (SMCO) for Q3 2024, worth a combined $12M — up 8.6% from $11M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SMCO positions and 2 closed out — a net gain of 3 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Crumly & Associates, opening a new position worth an estimated $4.36M. The largest seller was Hilton Capital Management, exiting entirely with an estimated $6.33M sold.
- 9 institutional investors held Hilton Small-MidCap Opportunity ETF (SMCO) as of Q3 2024, up from 6 in Q2 2024.
- Funds reported $12M of Hilton Small-MidCap Opportunity ETF stock for Q3 2024, up 8.6% quarter-over-quarter.
- 5 funds opened new Hilton Small-MidCap Opportunity ETF positions in Q3 2024 and 2 closed out, a net change of +3 holders.
- The largest Hilton Small-MidCap Opportunity ETF buyer in Q3 2024 was Crumly & Associates, an estimated $4.36M added.
- The largest Hilton Small-MidCap Opportunity ETF seller in Q3 2024 was Hilton Capital Management, an estimated $6.33M sold.
Based on aggregated 13F filings for Q3 2024.