Hilton Small-MidCap Opportunity ETF
SMCO
SMCO
13 hedge funds and large institutions have $27.2M invested in Hilton Small-MidCap Opportunity ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 0 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
13
Holders Change
+1
Holders Change %
+8.33%
% of All Funds
0.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
2
Increased
9
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
P8IP
Pier 88 Investment Partners
San Francisco,
California
|
-$524K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
CA
1
Crumly & Associates
Springfield,
Illinois
| $9.64M | +$4.82M | +204,492 | +100% |
|
|
HCM
2
Hilton Capital Management
Garden City,
New York
| $7.18M | +$6.84M | +290,283 | +2,033% |
|
|
VWA
3
Visionary Wealth Advisors
O'fallon,
Illinois
| $3.48M | +$2.64K | +112 | +0.1% |
|
4
Osaic Holdings
Scottsdale,
Arizona
| $1.94M | +$78.4K | +3,326 | +4% |
|
|
FB
5
Fulton Bank
Lancaster,
Pennsylvania
| $1.58M | +$609K | +25,821 | +63% |
|
|
P
6
&Partners
Nashville,
Tennessee
| $1.16M | +$288K | +12,256 | +33% |
|
|
GS
7
GTS Securities
New York
| $765K | +$149K | +6,335 | +24% |
|
|
SCA
8
Snowden Capital Advisors
New York
| $732K | +$244K | +10,346 | +50% |
|
|
BEI
9
Benjamin Edwards Inc
Clayton,
Missouri
| $406K | +$406K | +17,211 | New |
|
10
Envestnet Asset Management
Chicago,
Illinois
| $290K | +$65.5K | +2,781 | +29% |
|
11
Comerica Bank
Dallas,
Texas
| $32.4K | – | – | – |
|
12
UBS Group
Zurich,
Switzerland
| $27.1K | +$27.1K | +1,150 | New |
|
13
Morgan Stanley
New York
| $684 | – | – | – |
|
|
P8IP
14
Pier 88 Investment Partners
San Francisco,
California
| – | -$524K | -20,600 | Closed |
|