AKRE

Akre Focus ETF

456 hedge funds and large institutions have $2.81B invested in Akre Focus ETF in 2026 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 49 increasing their positions, 222 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

less funds holding in top 10

Funds holding in top 10:

36% less capital invested

Capital invested by funds: $4.38B → $2.81B (-$1.58B)

78% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 222

Holders
456
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
301
Charles Schwab
California
$312K
VNA
302
Valley National Advisers
Pennsylvania
$310K
Thrivent Financial for Lutherans
303
Thrivent Financial for Lutherans
Minnesota
$309K
Bank of Montreal
304
Bank of Montreal
Ontario, Canada
$309K
BCG
305
Breakwater Capital Group
New Jersey
$303K
AFG
306
Arkansas Financial Group
Arkansas
$297K
CT
307
Clearstead Trust
Maine
$294K
UWP
308
Uniting Wealth Partners
Kansas
$294K
GC
309
Garde Capital
Washington
$289K
AGP
310
Aspire Growth Partners
Florida
$289K
FPW
311
Flywheel Private Wealth
California
$289K
CPA
312
Capital Planning Advisors
California
$288K
ACM
313
Ayrshire Capital Management
Connecticut
$285K
SMH
314
Sanders Morris Harris
Texas
$284K
TSS
315
Two Sigma Securities
New York
$281K
AP
316
Appleton Partners
Massachusetts
$278K
WCL
317
Wealth Care LLC
Florida
$276K
EAM
318
Evanson Asset Management
California
$275K
SWM
319
SeaCrest Wealth Management
New York
$275K
CIA
320
Capital Investment Advisors
Georgia
$270K
CF
321
Claris Financial
Virginia
$269K
CCA
322
Cora Capital Advisors
New Jersey
$269K
CFG
323
Cornerstone Financial Group
Nebraska
$269K
LJAC
324
L.J. Altfest & Co
New York
$267K
CCAM
325
Cascades Capital Asset Management
North Carolina
$264K