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
BCM
101
Blume Capital Management
California
$2.79M
ACA
102
Aspire Capital Advisors
Washington
$2.71M
ACA
103
Aptus Capital Advisors
Alabama
$2.71M
GWANC
104
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.66M
BIA
105
Beacon Investment Advisors
Maryland
$2.63M
Bank of New York Mellon
106
Bank of New York Mellon
New York
$2.6M
HFRG
107
Houlihan Financial Resource Group
Virginia
$2.54M
BWM
108
BNB Wealth Management
Maryland
$2.54M
SFS
109
Sowell Financial Services
Arkansas
$2.44M
MCCA
110
Mill Creek Capital Advisors
Pennsylvania
$2.43M
TFCP
111
Twin Focus Capital Partners
Massachusetts
$2.43M
SAM
112
S.A. Mason
Michigan
$2.4M
LI
113
Lafayette Investments
Maryland
$2.39M
VAMG
114
Voisard Asset Management Group
Michigan
$2.37M
CWM
115
Calamos Wealth Management
Illinois
$2.34M
Calamos Advisors
116
Calamos Advisors
Illinois
$2.34M
EH
117
Equitable Holdings
New York
$2.32M
WPC
118
Wedmont Private Capital
Pennsylvania
$2.22M
CA
119
Clearstead Advisors
Ohio
$2.19M
BCA
120
Bay Colony Advisors
Massachusetts
$2.14M
RFS
121
RM Financial Services
Maine
$2.12M
BCM
122
Banyan Capital Management
Georgia
$2.12M
P
123
&Partners
Tennessee
$2.1M
RFA
124
Rollins Financial Advisors
New York
$2.09M
MRC
125
Millburn Ridgefield Corp
New York
$2.05M