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Hilton Small-MidCap Opportunity ETF

17 hedge funds and large institutions have $32.5M invested in Hilton Small-MidCap Opportunity ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
17
Holders Change
+4
Holders Change %
+30.77%
% of All Funds
0.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
6
Reduced
5
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
1
Crumly & Associates
Illinois
$11.4M +$865K +33,673 +8%
HCM
2
Hilton Capital Management
New York
$7.66M -$159K -6,182 -2%
VWA
3
Visionary Wealth Advisors
Illinois
$3.75M -$37.3K -1,454 -1%
FB
4
Fulton Bank
Pennsylvania
$2.46M +$735K +28,630 +43%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.01M -$84.6K -3,326 -4%
GS
6
GTS Securities
New York
$1.41M +$578K +22,510 +69%
SCA
7
Snowden Capital Advisors
New York
$911K +$114K +4,437 +14%
P
8
&Partners
Tennessee
$816K -$451K -17,585 -36%
Citadel Advisors
9
Citadel Advisors
Florida
$589K +$589K +22,951 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$488K +$172K +6,704 +55%
BEI
11
Benjamin Edwards Inc
Missouri
$448K +$6.14K +239 +1%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$435K +$435K +16,928 New
P8IP
13
Pier 88 Investment Partners
California
$118K +$118K +4,600 New
Comerica Bank
14
Comerica Bank
Texas
$35.3K
Raymond James Financial
15
Raymond James Financial
Florida
$33.4K +$33.4K +1,300 New
Morgan Stanley
16
Morgan Stanley
New York
$745
UBS Group
17
UBS Group
Switzerland
$128 -$29.3K -1,145 -100%