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Astoria US Quality Kings ETF

55 hedge funds and large institutions have $164M invested in Astoria US Quality Kings ETF in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $133M → $164M (+$31.1M)

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

0.32% more ownership

Funds ownership: 76.9%77.22% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less funds holding

Funds holding: 5755 (-2)

14% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 22

Holders
55
Holders Change
-2
Holders Change %
-3.51%
% of All Funds
0.68%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
10
Increased
19
Reduced
22
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
1
Potomac Fund Management
Florida
$24.2M +$25M +681,726 New
HGA
2
Hobbs Group Advisors
South Carolina
$23.7M +$225K +6,134 +0.9%
Wells Fargo
3
Wells Fargo
California
$21.3M -$1.44M -39,176 -6%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$10.4M +$96.4K +2,632 +0.9%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$10.4M +$792K +21,613 +8%
VWWMG
6
Vermillion & White Wealth Management Group
Pennsylvania
$10.3M +$468K +12,773 +5%
BCMIO
7
Beacon Capital Management Inc (Ohio)
Ohio
$10.3M +$493K +13,452 +5%
GWM
8
Greenwich Wealth Management
Connecticut
$10.3M +$3.5M +95,514 +49%
BAM
9
Belpointe Asset Management
Nevada
$4.34M +$964K +26,314 +27%
OPWM
10
Oregon Pacific Wealth Management
Oregon
$4.15M -$515K -14,049 -11%
AI
11
Atria Investments
North Carolina
$3.72M -$131K -3,585 -3%
ETC
12
Exchange Traded Concepts
Oklahoma
$3.25M +$3.37M +91,849 New
LCGC
13
Legacy Capital Group California
California
$2.62M -$347K -9,457 -11%
HighTower Advisors
14
HighTower Advisors
Illinois
$2.22M +$1.05M +28,594 +84%
WIA
15
World Investment Advisors
California
$2.12M -$8.98K -245 -0.4%
BWM
16
BlackDiamond Wealth Management
New York
$1.67M +$3.23K +88 +0.2%
BPW
17
BlueDoor Private Wealth
Massachusetts
$1.46M -$75.7K -2,067 -5%
LA
18
Latitude Advisors
Florida
$1.33M +$72.7K +1,985 +6%
AFG
19
Atomi Financial Group
New York
$1.32M +$577K +15,750 +73%
LPL Financial
20
LPL Financial
California
$1.31M +$413K +11,279 +44%
AWM
21
AE Wealth Management
Kansas
$1.3M -$9.42K -257 -0.7%
GM
22
GeoWealth Management
Illinois
$1.18M +$37.4K +1,021 +3%
BCI
23
Brinker Capital Investments
Pennsylvania
$1.15M -$122K -3,338 -9%
SWM
24
Silverlake Wealth Management
Vermont
$1.11M +$76.8K +2,095 +7%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$968K +$1M +27,333 New

ROE Hedge Fund Activity: Q1 2026 in Review

55 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Astoria US Quality Kings ETF (ROE) for Q1 2026, worth a combined $164M — up 23% from $133M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ROE positions and 9 closed out — a net gain of 1 holder — while 19 added to existing stakes and 22 trimmed.

The largest buyer was Potomac Fund Management, opening a new position worth an estimated $25M. The largest seller was Wells Fargo, cutting an estimated $1.44M.

  • 55 institutional investors held Astoria US Quality Kings ETF (ROE) as of Q1 2026, down from 57 in Q4 2025.
  • Funds reported $164M of Astoria US Quality Kings ETF stock for Q1 2026, up 23% quarter-over-quarter.
  • 10 funds opened new Astoria US Quality Kings ETF positions in Q1 2026 and 9 closed out, a net change of +1 holder.
  • The largest Astoria US Quality Kings ETF buyer in Q1 2026 was Potomac Fund Management, an estimated $25M added.
  • The largest Astoria US Quality Kings ETF seller in Q1 2026 was Wells Fargo, an estimated $1.44M sold.

Based on aggregated 13F filings for Q1 2026.