The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF
DEMZ
18 hedge funds and large institutions have $8.17M invested in The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 18 → 18 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
6.47% less ownership
Funds ownership: 23.47% → 17% (-6.5%)
22% less capital invested
Capital invested by funds: $10.5M → $8.17M (-$2.35M)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$193K |
| 2 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$131K |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$22.4K |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$19.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.93M |
| 2 |
WW
Winnow Wealth
Waco,
Texas
|
-$405K |
| 3 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$6.51K |
| 4 |
Morgan Stanley
New York
|
-$1.08K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1K |
DEMZ Hedge Fund Activity: Q3 2025 in Review
18 of the 7,645 institutional investors tracked by Wall St. Rank reported a position in The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF (DEMZ) for Q3 2025, worth a combined $8.17M — down 22% from $10.5M a quarter earlier.
Fund positioning in DEMZ was balanced in Q3 2025: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 4 trimmed.
The largest buyer was First Heartland Consultants, opening a new position worth an estimated $193K. The largest seller was Osaic Holdings, cutting an estimated $2.93M.
- 18 institutional investors held The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF (DEMZ) as of Q3 2025, unchanged from Q2 2025.
- Funds reported $8.17M of The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF stock for Q3 2025, down 22% quarter-over-quarter.
- 1 fund opened new The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF positions in Q3 2025 and 1 closed out, a net change of 0 holders.
- The largest The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF buyer in Q3 2025 was First Heartland Consultants, an estimated $193K added.
- The largest The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF seller in Q3 2025 was Osaic Holdings, an estimated $2.93M sold.
Based on aggregated 13F filings for Q3 2025.