Hilton Small-MidCap Opportunity ETF
SMCO
16 hedge funds and large institutions have $44.7M invested in Hilton Small-MidCap Opportunity ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
34% more capital invested
Capital invested by funds: $33.4M → $44.7M (+$11.3M)
23% more funds holding
Funds holding: 13 → 16 (+3)
6.23% more ownership
Funds ownership: 26.96% → 33.2% (+6.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hilton Capital Management
Garden City,
New York
|
+$6.15M |
| 2 |
GS
GTS Securities
Miami,
Florida
|
+$1.23M |
| 3 |
P
&Partners
Nashville,
Tennessee
|
+$1.11M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$925K |
| 5 |
LPL Financial
San Diego,
California
|
+$868K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
-$284K |
| 2 |
SCA
Snowden Capital Advisors
New York
|
-$55K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$44.2K |
| 4 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
-$3.7K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$135 |
SMCO Hedge Fund Activity: Q4 2025 in Review
16 of the 8,280 institutional investors tracked by Wall St. Rank reported a position in Hilton Small-MidCap Opportunity ETF (SMCO) for Q4 2025, worth a combined $44.7M — up 34% from $33.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SMCO positions and 1 closed out — a net gain of 3 holders — while 6 added to existing stakes and 4 trimmed.
The largest buyer was Hilton Capital Management, opening a new position worth an estimated $6.15M. The largest seller was Visionary Wealth Advisors, cutting an estimated $284K.
- 16 institutional investors held Hilton Small-MidCap Opportunity ETF (SMCO) as of Q4 2025, up from 13 in Q3 2025.
- Funds reported $44.7M of Hilton Small-MidCap Opportunity ETF stock for Q4 2025, up 34% quarter-over-quarter.
- 4 funds opened new Hilton Small-MidCap Opportunity ETF positions in Q4 2025 and 1 closed out, a net change of +3 holders.
- The largest Hilton Small-MidCap Opportunity ETF buyer in Q4 2025 was Hilton Capital Management, an estimated $6.15M added.
- The largest Hilton Small-MidCap Opportunity ETF seller in Q4 2025 was Visionary Wealth Advisors, an estimated $284K sold.
Based on aggregated 13F filings for Q4 2025.