The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF
DEMZ
18 hedge funds and large institutions have $10.5M invested in The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
58% more capital invested
Capital invested by funds: $6.64M → $10.5M (+$3.88M)
6.29% more ownership
Funds ownership: 17.18% → 23.47% (+6.3%)
6% more funds holding
Funds holding: 17 → 18 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.66M |
| 2 |
WW
Winnow Wealth
Waco,
Texas
|
+$371K |
| 3 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$83.4K |
| 4 |
FS
Financially Speaking
Greenwood Village,
Colorado
|
+$45.4K |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$11.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$270K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$206K |
| 3 |
Morgan Stanley
New York
|
-$392 |
DEMZ Hedge Fund Activity: Q2 2025 in Review
18 of the 7,616 institutional investors tracked by Wall St. Rank reported a position in The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF (DEMZ) for Q2 2025, worth a combined $10.5M — up 58% from $6.64M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new DEMZ positions and 1 closed out — a net gain of 1 holder — while 6 added to existing stakes and 2 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $2.66M. The largest seller was Envestnet Portfolio Solutions, cutting an estimated $270K.
- 18 institutional investors held The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF (DEMZ) as of Q2 2025, up from 17 in Q1 2025.
- Funds reported $10.5M of The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF stock for Q2 2025, up 58% quarter-over-quarter.
- 2 funds opened new The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF positions in Q2 2025 and 1 closed out, a net change of +1 holder.
- The largest The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF buyer in Q2 2025 was Osaic Holdings, an estimated $2.66M added.
- The largest The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF seller in Q2 2025 was Envestnet Portfolio Solutions, an estimated $270K sold.
Based on aggregated 13F filings for Q2 2025.