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Hilton Small-MidCap Opportunity ETF

18 hedge funds and large institutions have $60.5M invested in Hilton Small-MidCap Opportunity ETF in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

35% more capital invested

Capital invested by funds: $44.7M → $60.5M (+$15.8M)

13% more funds holding

Funds holding: 1618 (+2)

7.84% more ownership

Funds ownership: 33.2%41.04% (+7.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
18
Holders Change
+2
Holders Change %
+12.5%
% 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
8
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1
Crumly & Associates
Illinois
$12.2M -$1.59M -56,339 -11%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.56M +$5.95M +211,076 +150%
P
3
&Partners
Tennessee
$9.42M +$4.5M +159,579 +84%
HCM
4
Hilton Capital Management
New York
$6.23M +$33K +1,170 +0.5%
FB
5
Fulton Bank
Pennsylvania
$4.02M +$404K +14,329 +11%
VWA
6
Visionary Wealth Advisors
Illinois
$3.81M +$71.3K +2,531 +2%
SCA
7
Snowden Capital Advisors
New York
$3.24M -$136K -4,842 -4%
LPL Financial
8
LPL Financial
California
$3.09M +$2.3M +81,520 +253%
UBS Group
9
UBS Group
Switzerland
$2.63M +$2.73M +96,835 New
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$2.12M +$2.2M +78,019 New
Osaic Holdings
11
Osaic Holdings
Arizona
$1.59M -$148K -5,236 -8%
GS
12
GTS Securities
New York
$783K -$475K -16,851 -37%
BEI
13
Benjamin Edwards Inc
Missouri
$648K +$45.8K +1,627 +7%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$540K +$81.1K +2,880 +17%
P8IP
15
Pier 88 Investment Partners
California
$476K
Fifth Third Bancorp
16
Fifth Third Bancorp
Ohio
$55.4K +$57.4K +2,038 New
JP Morgan Chase
17
JP Morgan Chase
New York
$23.9K +$25.4K +900 New
Morgan Stanley
18
Morgan Stanley
New York
$788
Citadel Advisors
19
Citadel Advisors
Florida
-$259K -9,656 Closed

SMCO Hedge Fund Activity: Q1 2026 in Review

18 of the 8,137 institutional investors tracked by Wall St. Rank reported a position in Hilton Small-MidCap Opportunity ETF (SMCO) for Q1 2026, worth a combined $60.5M — up 35% from $44.7M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new SMCO positions and 1 closed out — a net gain of 3 holders — while 8 added to existing stakes and 4 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $5.95M. The largest seller was Crumly & Associates, cutting an estimated $1.59M.

  • 18 institutional investors held Hilton Small-MidCap Opportunity ETF (SMCO) as of Q1 2026, up from 16 in Q4 2025.
  • Funds reported $60.5M of Hilton Small-MidCap Opportunity ETF stock for Q1 2026, up 35% quarter-over-quarter.
  • 4 funds opened new Hilton Small-MidCap Opportunity ETF positions in Q1 2026 and 1 closed out, a net change of +3 holders.
  • The largest Hilton Small-MidCap Opportunity ETF buyer in Q1 2026 was Envestnet Asset Management, an estimated $5.95M added.
  • The largest Hilton Small-MidCap Opportunity ETF seller in Q1 2026 was Crumly & Associates, an estimated $1.59M sold.

Based on aggregated 13F filings for Q1 2026.