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Hilton Small-MidCap Opportunity ETF
SMCO

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
12
Holders Change
+3
Holders Change %
+33.33%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
5
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$1.01M
2
P
&Partners
Tennessee
+$959K
3
FB
Fulton Bank
Pennsylvania
+$743K
4
CA
Crumly & Associates
Illinois
+$593K
5
HCM
Hilton Capital Management
New York
+$363K

Top Sellers

1
GS
GTS Securities
New York
-$670K
2
Citadel Advisors
Citadel Advisors
Florida
-$347K
3
SCA
Snowden Capital Advisors
New York
-$229
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
1
Crumly & Associates
Illinois
$5.2M +$593K +23,338 +13%
VWA
2
Visionary Wealth Advisors
Illinois
$3.75M +$217K +8,543 +6%
Osaic Holdings
3
Osaic Holdings
Arizona
$2.01M +$1.01M +39,586 +100%
FB
4
Fulton Bank
Pennsylvania
$1.05M +$743K +29,212 +243%
P
5
&Partners
Tennessee
$959K +$959K +37,127 New
GS
6
GTS Securities
New York
$664K -$670K -26,365 -50%
SCA
7
Snowden Capital Advisors
New York
$527K -$229 -9 -0%
P8IP
8
Pier 88 Investment Partners
California
$524K – – –
HCM
9
Hilton Capital Management
New York
$363K +$363K +14,281 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$242K +$242K +9,512 New
Comerica Bank
11
Comerica Bank
Texas
$34.9K +$19.1K +753 +121%
Morgan Stanley
12
Morgan Stanley
New York
$737 +$737 +29 New
Citadel Advisors
13
Citadel Advisors
Florida
– -$347K -13,952 Closed