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Hilton Small-MidCap Opportunity ETF
SMCO

13 hedge funds and large institutions have $33.4M invested in Hilton Small-MidCap Opportunity ETF in 2025 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 10 increasing their positions, 0 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $31.7M → $33.4M (+$1.71M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.58% less ownership

Funds ownership: 28.54% → 26.96% (-1.6%)

24% less funds holding

Funds holding: 17 → 13 (-4)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 4

Holders
13
Holders Change
-4
Holders Change %
-23.53%
% of All Funds
0.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
–
Increased
10
Reduced
–
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
P
&Partners
Tennessee
+$3.07M
2
SCA
Snowden Capital Advisors
New York
+$2.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.31M
4
CA
Crumly & Associates
Illinois
+$1.53M
5
FB
Fulton Bank
Pennsylvania
+$301K

Top Sellers

Rank Fund Capital Flow
1
HCM
Hilton Capital Management
New York
-$7.66M
2
GS
GTS Securities
New York
-$1.41M
3
Citadel Advisors
Citadel Advisors
Florida
-$589K
4
Raymond James Financial
Raymond James Financial
Florida
-$33.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1
Crumly & Associates
Illinois
$13.5M +$1.53M +58,031 +13%
VWA
2
Visionary Wealth Advisors
Illinois
$3.99M +$46.5K +1,757 +1%
P
3
&Partners
Tennessee
$3.99M +$3.07M +116,122 +365%
SCA
4
Snowden Capital Advisors
New York
$3.4M +$2.4M +90,616 +255%
FB
5
Fulton Bank
Pennsylvania
$2.89M +$301K +11,390 +12%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.87M +$2.31M +87,340 +460%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.29M +$78.5K +2,968 +7%
BEI
8
Benjamin Edwards Inc
Missouri
$603K +$130K +4,921 +28%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$502K +$45.1K +1,707 +10%
P8IP
10
Pier 88 Investment Partners
California
$353K +$225K +8,500 +185%
Comerica Bank
11
Comerica Bank
Texas
$37K – – –
Morgan Stanley
12
Morgan Stanley
New York
$781 – – –
UBS Group
13
UBS Group
Switzerland
$135 – – –
HCM
14
Hilton Capital Management
New York
– -$7.66M -298,382 Closed
GS
15
GTS Securities
New York
– -$1.41M -54,972 Closed
Citadel Advisors
16
Citadel Advisors
Florida
– -$589K -22,951 Closed
Raymond James Financial
17
Raymond James Financial
Florida
– -$33.4K -1,300 Closed

SMCO Hedge Fund Activity: Q3 2025 in Review

13 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Hilton Small-MidCap Opportunity ETF (SMCO) for Q3 2025, worth a combined $33.4M — up 5.4% from $31.7M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of SMCO and 0 opened new positions — a net loss of 4 holders — while 0 trimmed existing stakes and 10 added.

The largest buyer was &Partners, adding an estimated $3.07M. The largest seller was Hilton Capital Management, exiting entirely with an estimated $7.66M sold.

  • 13 institutional investors held Hilton Small-MidCap Opportunity ETF (SMCO) as of Q3 2025, down from 17 in Q2 2025.
  • Funds reported $33.4M of Hilton Small-MidCap Opportunity ETF stock for Q3 2025, up 5.4% quarter-over-quarter.
  • 0 funds opened new Hilton Small-MidCap Opportunity ETF positions in Q3 2025 and 4 closed out, a net change of -4 holders.
  • The largest Hilton Small-MidCap Opportunity ETF buyer in Q3 2025 was &Partners, an estimated $3.07M added.
  • The largest Hilton Small-MidCap Opportunity ETF seller in Q3 2025 was Hilton Capital Management, an estimated $7.66M sold.

Based on aggregated 13F filings for Q3 2025.