Hilton Small-MidCap Opportunity ETF
SMCO
12 hedge funds and large institutions have $15.3M invested in Hilton Small-MidCap Opportunity ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
33% more funds holding
Funds holding: 9 → 12 (+3)
28% more capital invested
Capital invested by funds: $12M → $15.3M (+$3.37M)
1.83% more ownership
Funds ownership: 13.41% → 15.24% (+1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.02M |
| 2 |
P
&Partners
Nashville,
Tennessee
|
+$961K |
| 3 |
FB
Fulton Bank
Lancaster,
Pennsylvania
|
+$756K |
| 4 |
CA
Crumly & Associates
Springfield,
Illinois
|
+$604K |
| 5 |
HCM
Hilton Capital Management
Garden City,
New York
|
+$370K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$683K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$347K |
| 3 |
SCA
Snowden Capital Advisors
New York
|
-$233 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
1
Crumly & Associates
Springfield,
Illinois
| $5.2M | +$604K | +23,338 | +13% |
|
|
VWA
2
Visionary Wealth Advisors
O'fallon,
Illinois
| $3.75M | +$221K | +8,543 | +6% |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $2.01M | +$1.02M | +39,586 | +100% |
|
|
FB
4
Fulton Bank
Lancaster,
Pennsylvania
| $1.05M | +$756K | +29,212 | +243% |
|
|
P
5
&Partners
Nashville,
Tennessee
| $959K | +$961K | +37,127 | New |
|
|
GS
6
GTS Securities
New York
| $664K | -$683K | -26,365 | -50% |
|
|
SCA
7
Snowden Capital Advisors
New York
| $527K | -$233 | -9 | -0% |
|
|
P8IP
8
Pier 88 Investment Partners
San Francisco,
California
| $524K | – | – | – |
|
|
HCM
9
Hilton Capital Management
Garden City,
New York
| $363K | +$370K | +14,281 | New |
|
10
Envestnet Asset Management
Chicago,
Illinois
| $242K | +$246K | +9,512 | New |
|
11
Comerica Bank
Dallas,
Texas
| $34.9K | +$19.5K | +753 | +121% |
|
12
Morgan Stanley
New York
| $737 | +$751 | +29 | New |
|
|
13
Citadel Advisors
Miami,
Florida
| – | -$347K | -13,952 | Closed |
|
SMCO Hedge Fund Activity: Q4 2024 in Review
12 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Hilton Small-MidCap Opportunity ETF (SMCO) for Q4 2024, worth a combined $15.3M — up 28% from $12M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SMCO positions and 1 closed out — a net gain of 3 holders — while 5 added to existing stakes and 2 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $1.02M. The largest seller was GTS Securities, cutting an estimated $683K.
- 12 institutional investors held Hilton Small-MidCap Opportunity ETF (SMCO) as of Q4 2024, up from 9 in Q3 2024.
- Funds reported $15.3M of Hilton Small-MidCap Opportunity ETF stock for Q4 2024, up 28% quarter-over-quarter.
- 4 funds opened new Hilton Small-MidCap Opportunity ETF positions in Q4 2024 and 1 closed out, a net change of +3 holders.
- The largest Hilton Small-MidCap Opportunity ETF buyer in Q4 2024 was Osaic Holdings, an estimated $1.02M added.
- The largest Hilton Small-MidCap Opportunity ETF seller in Q4 2024 was GTS Securities, an estimated $683K sold.
Based on aggregated 13F filings for Q4 2024.