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AKRE

Akre Focus ETF

458 hedge funds and large institutions have $2.81B invested in Akre Focus ETF in 2026 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 50 increasing their positions, 223 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 (-$1.57B)

78% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 223

Holders
458
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
CWMG
151
Compass Wealth Management (Georgia)
Georgia
$1.42M
SVWAG
152
Sound View Wealth Advisors Group
Georgia
$1.4M
RPGK
153
Retirement Planning Group (Kansas)
Kansas
$1.37M
BW
154
BIP Wealth
Georgia
$1.37M
Koshinski Asset Management
155
Koshinski Asset Management
Illinois
$1.37M
LFA
156
Longview Financial Advisors
Alabama
$1.36M
SFS
157
Symphony Financial Services
Ohio
$1.32M
MWA
158
Medallion Wealth Advisors
Connecticut
$1.32M
BP
159
Ballentine Partners
Massachusetts
$1.31M
Pathstone Holdings
160
Pathstone Holdings
New Jersey
$1.3M
FHA
161
Flagship Harbor Advisors
Massachusetts
$1.24M
AQR Capital Management
162
AQR Capital Management
Connecticut
$1.18M
CG
163
Caprock Group
Idaho
$1.17M
SC
164
SouthState Corp
Florida
$1.17M
EF
165
Empowered Funds
Pennsylvania
$1.16M
TWM
166
Tradition Wealth Management
Minnesota
$1.14M
RA
167
RFG Advisory
Alabama
$1.12M
MA
168
MONECO Advisors
Connecticut
$1.1M
Empower Advisory Group
169
Empower Advisory Group
Colorado
$1.08M
NAMNJ
170
NorthStar Asset Management (New Jersey)
New Jersey
$1.07M
SGCA
171
Steel Grove Capital Advisors
Tennessee
$1.05M
JIC
172
Joel Isaacson & Co
New York
$1.05M
Northern Trust
173
Northern Trust
Illinois
$1.03M
IWM
174
IHT Wealth Management
Illinois
$1.03M
BCM
175
Becker Capital Management
Oregon
$1.03M