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Hilton Small-MidCap Opportunity ETF

17 hedge funds and large institutions have $31.7M 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

31% more funds holding

Funds holding: 1317 (+4)

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

16% more capital invested

Capital invested by funds: $27.2M → $31.7M (+$4.46M)

1.35% more ownership

Funds ownership: 27.19%28.54% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
17
Holders Change
+4
Holders Change %
+30.77%
% of All Funds
0.22%
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
Change in
Stake
CA
1
Crumly & Associates
Illinois
$11.4M +$806K +33,673 +8%
HCM
2
Hilton Capital Management
New York
$7.66M -$148K -6,182 -2%
VWA
3
Visionary Wealth Advisors
Illinois
$3.75M -$34.8K -1,454 -1%
FB
4
Fulton Bank
Pennsylvania
$2.46M +$685K +28,630 +43%
GS
5
GTS Securities
New York
$1.41M +$539K +22,510 +69%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.17M -$880K -36,794 -45%
SCA
7
Snowden Capital Advisors
New York
$911K +$106K +4,437 +14%
P
8
&Partners
Tennessee
$816K -$421K -17,585 -36%
Citadel Advisors
9
Citadel Advisors
Florida
$589K +$549K +22,951 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$488K +$160K +6,704 +55%
BEI
11
Benjamin Edwards Inc
Missouri
$448K +$5.72K +239 +1%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$435K +$405K +16,928 New
P8IP
13
Pier 88 Investment Partners
California
$118K +$110K +4,600 New
Comerica Bank
14
Comerica Bank
Texas
$35.3K
Raymond James Financial
15
Raymond James Financial
Florida
$33.4K +$31.1K +1,300 New
Morgan Stanley
16
Morgan Stanley
New York
$745
UBS Group
17
UBS Group
Switzerland
$128 -$27.4K -1,145 -100%

SMCO Hedge Fund Activity: Q2 2025 in Review

17 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Hilton Small-MidCap Opportunity ETF (SMCO) for Q2 2025, worth a combined $31.7M — up 16% from $27.2M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new SMCO positions and 0 closed out — a net gain of 4 holders — while 6 added to existing stakes and 5 trimmed.

The largest buyer was Crumly & Associates, adding an estimated $806K. The largest seller was Osaic Holdings, cutting an estimated $880K.

  • 17 institutional investors held Hilton Small-MidCap Opportunity ETF (SMCO) as of Q2 2025, up from 13 in Q1 2025.
  • Funds reported $31.7M of Hilton Small-MidCap Opportunity ETF stock for Q2 2025, up 16% quarter-over-quarter.
  • 4 funds opened new Hilton Small-MidCap Opportunity ETF positions in Q2 2025 and 0 closed out, a net change of +4 holders.
  • The largest Hilton Small-MidCap Opportunity ETF buyer in Q2 2025 was Crumly & Associates, an estimated $806K added.
  • The largest Hilton Small-MidCap Opportunity ETF seller in Q2 2025 was Osaic Holdings, an estimated $880K sold.

Based on aggregated 13F filings for Q2 2025.