Hilton Small-MidCap Opportunity ETF
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.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
78% more capital invested
Capital invested by funds: $15.3M → $27.2M (+$11.9M)
11.95% more ownership
Funds ownership: 15.24% → 27.19% (+12%)
8% more funds holding
Funds holding: 12 → 13 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hilton Capital Management
Garden City,
New York
|
+$7.37M |
| 2 |
CA
Crumly & Associates
Springfield,
Illinois
|
+$5.19M |
| 3 |
FB
Fulton Bank
Lancaster,
Pennsylvania
|
+$656K |
| 4 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$437K |
| 5 |
P
&Partners
Nashville,
Tennessee
|
+$311K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
P8IP
Pier 88 Investment Partners
San Francisco,
California
|
-$524K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
1
Crumly & Associates
Springfield,
Illinois
| $9.64M | +$5.19M | +204,492 | +100% |
|
|
HCM
2
Hilton Capital Management
Garden City,
New York
| $7.18M | +$7.37M | +290,283 | +2,033% |
|
|
VWA
3
Visionary Wealth Advisors
O'fallon,
Illinois
| $3.48M | +$2.85K | +112 | +0.1% |
|
4
Osaic Holdings
Scottsdale,
Arizona
| $1.94M | +$84.5K | +3,326 | +4% |
|
|
FB
5
Fulton Bank
Lancaster,
Pennsylvania
| $1.58M | +$656K | +25,821 | +63% |
|
|
P
6
&Partners
Nashville,
Tennessee
| $1.16M | +$311K | +12,256 | +33% |
|
|
GS
7
GTS Securities
New York
| $765K | +$161K | +6,335 | +24% |
|
|
SCA
8
Snowden Capital Advisors
New York
| $732K | +$263K | +10,346 | +50% |
|
|
BEI
9
Benjamin Edwards Inc
Clayton,
Missouri
| $406K | +$437K | +17,211 | New |
|
10
Envestnet Asset Management
Chicago,
Illinois
| $290K | +$70.6K | +2,781 | +29% |
|
11
Comerica Bank
Dallas,
Texas
| $32.4K | – | – | – |
|
12
UBS Group
Zurich,
Switzerland
| $27.1K | +$29.2K | +1,150 | New |
|
13
Morgan Stanley
New York
| $684 | – | – | – |
|
|
P8IP
14
Pier 88 Investment Partners
San Francisco,
California
| – | -$524K | -20,600 | Closed |
|
SMCO Hedge Fund Activity: Q1 2025 in Review
13 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Hilton Small-MidCap Opportunity ETF (SMCO) for Q1 2025, worth a combined $27.2M — up 78% from $15.3M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new SMCO positions and 1 closed out — a net gain of 1 holder — while 9 added to existing stakes and 0 trimmed.
The largest buyer was Hilton Capital Management, adding an estimated $7.37M. The largest seller was Pier 88 Investment Partners, exiting entirely with an estimated $524K sold.
- 13 institutional investors held Hilton Small-MidCap Opportunity ETF (SMCO) as of Q1 2025, up from 12 in Q4 2024.
- Funds reported $27.2M of Hilton Small-MidCap Opportunity ETF stock for Q1 2025, up 78% quarter-over-quarter.
- 2 funds opened new Hilton Small-MidCap Opportunity ETF positions in Q1 2025 and 1 closed out, a net change of +1 holder.
- The largest Hilton Small-MidCap Opportunity ETF buyer in Q1 2025 was Hilton Capital Management, an estimated $7.37M added.
- The largest Hilton Small-MidCap Opportunity ETF seller in Q1 2025 was Pier 88 Investment Partners, an estimated $524K sold.
Based on aggregated 13F filings for Q1 2025.