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
Miami,
Florida
|
+$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 |
SMCO Hedge Fund Activity: Q3 2024 in Review
9 of the 6,979 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.