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
AF
26
Affiance Financial
Minnesota
$19.7M
IIC
27
Ironwood Investment Counsel
Arizona
$18.4M
MMA
28
Miracle Mile Advisors
California
$18.2M
BW
29
Basepoint Wealth
Iowa
$17.7M
Focus Partners Wealth
30
Focus Partners Wealth
Massachusetts
$16.3M
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$15.9M
NEPWA
32
New England Private Wealth Advisors
Massachusetts
$15.7M
CSI
33
Cross Staff Investments
New York
$15.4M
UCFA
34
United Capital Financial Advisors
Texas
$15.3M
CAM
35
Cresset Asset Management
Illinois
$14.4M
SWP
36
Stratos Wealth Partners
Ohio
$14.2M
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$13.6M
AWM
38
Aprio Wealth Management
Georgia
$13M
Morgan Stanley
39
Morgan Stanley
New York
$12.6M
Fidelity Investments
40
Fidelity Investments
Massachusetts
$12.2M
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$12.1M
FG
42
Fiduciary Group
Georgia
$11.7M
Cerity Partners
43
Cerity Partners
New York
$10.7M
AF
44
Allworth Financial
California
$10.6M
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$10.4M
CSP
46
Cary Street Partners
Virginia
$9.44M
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$9.32M
PAG
48
Private Advisor Group
New Jersey
$8.73M
Lido Advisors
49
Lido Advisors
California
$8.69M
AWA
50
Arete Wealth Advisors
Illinois
$8.63M