The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF
DEMZ
25 hedge funds and large institutions have $11.3M invested in The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
428% more capital inflows, than outflows
Capital inflows: $3.69M | Capital outflows: $699K
39% more funds holding
Funds holding: 18 → 25 (+7)
5.14% more ownership
Funds ownership: 17% → 22.14% (+5.1%)
80% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$1.67M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$806K |
| 3 |
Two Sigma Investments
New York
|
+$383K |
| 4 |
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
+$342K |
| 5 |
Bank of New Hampshire
Laconia,
New Hampshire
|
+$154K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$514K |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$79K |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
-$67.7K |
| 4 |
MCF Advisors
Covington,
Kentucky
|
-$23.3K |
| 5 |
SC
Steph & Co
Marinette,
Wisconsin
|
-$14K |
DEMZ Hedge Fund Activity: Q4 2025 in Review
25 of the 8,302 institutional investors tracked by Wall St. Rank reported a position in The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF (DEMZ) for Q4 2025, worth a combined $11.3M — up 39% from $8.17M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new DEMZ positions and 1 closed out — a net gain of 7 holders — while 1 added to existing stakes and 5 trimmed.
The largest buyer was Envestnet Portfolio Solutions, adding an estimated $1.67M. The largest seller was Osaic Holdings, cutting an estimated $514K.
- 25 institutional investors held The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF (DEMZ) as of Q4 2025, up from 18 in Q3 2025.
- Funds reported $11.3M of The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF stock for Q4 2025, up 39% quarter-over-quarter.
- 8 funds opened new The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF positions in Q4 2025 and 1 closed out, a net change of +7 holders.
- The largest The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF buyer in Q4 2025 was Envestnet Portfolio Solutions, an estimated $1.67M added.
- The largest The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF seller in Q4 2025 was Osaic Holdings, an estimated $514K sold.
Based on aggregated 13F filings for Q4 2025.