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Astoria US Quality Kings ETF
ROE

53 hedge funds and large institutions have $122M invested in Astoria US Quality Kings ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

140% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 10

29% more funds holding

Funds holding: 41 → 53 (+12)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

22% more capital invested

Capital invested by funds: $100M → $122M (+$22.1M)

7.74% more ownership

Funds ownership: 67.75% → 75.49% (+7.7%)

Holders
53
Holders Change
+12
Holders Change %
+29.27%
% of All Funds
0.71%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
18
Increased
24
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BAM
Belpointe Asset Management
Nevada
+$8.39M
2
Wells Fargo
Wells Fargo
California
+$5.99M
3
OPWM
Oregon Pacific Wealth Management
Oregon
+$5.07M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.14M
5
GWM
Greenwich Wealth Management
Connecticut
+$1.83M

Top Sellers

Rank Fund Capital Flow
1
VWWMG
Vermillion & White Wealth Management Group
Pennsylvania
-$6.89M
2
GS
GTS Securities
New York
-$2.03M
3
4A
4Wealth Advisors
Illinois
-$256K
4
P
&Partners
Tennessee
-$238K
5
ATPW
Ashton Thomas Private Wealth
Arizona
-$204K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$520K +$547K +17,772 New
ASN
27
Advisory Services Network
Georgia
$427K +$133K +4,309 +42%
DC
28
Davenport & Co
Virginia
$407K +$129K +4,192 +43%
GS
29
GTS Securities
New York
$386K -$2.03M -65,968 -83%
MWA
30
Medallion Wealth Advisors
Connecticut
$372K +$150K +4,877 +62%
VF
31
Virtu Financial
New York
$368K +$387K +12,584 New
AWM
32
Axxcess Wealth Management
California
$362K +$105K +3,428 +38%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$361K +$107K +3,473 +39%
KAS
34
Kestra Advisory Services
Texas
$353K +$80.6K +2,620 +28%
FCM
35
Fourpath Capital Management
Oklahoma
$327K +$96.4K +3,133 +39%
CGH
36
Crossmark Global Holdings
Texas
$276K +$290K +9,442 New
OBWG
37
Onyx Bridge Wealth Group
New York
$263K +$13.4K +435 +5%
HBS
38
Howard Bailey Securities
Indiana
$245K +$27.3K +888 +12%
RCM
39
Raleigh Capital Management
North Carolina
$236K +$72K +2,341 +41%
NS
40
NBC Securities
Alabama
$218K +$229K +7,446 +124,100%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$213K +$224K +7,271 New
BA
42
Bluesphere Advisors
Pennsylvania
$203K -$185 -6 -0.1%
LAS
43
Lloyd Advisory Services
Georgia
$201K +$211K +6,862 New
Comerica Bank
44
Comerica Bank
Texas
$86.7K -$23.8K -775 -21%
Q1WB
45
Quest 10 Wealth Builders
Virginia
$34.2K +$10.7K +347 +42%
BFS
46
Burkett Financial Services
South Carolina
$31.1K +$32.7K +1,062 New
MG
47
Mather Group
Illinois
$22K – – –
GTAM
48
Global Trust Asset Management
Florida
$21.2K -$25.5K -828 -53%
UBS Group
49
UBS Group
Switzerland
$14.4K -$2.92K -95 -16%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$9K +$8.95K +291 New
1
2
3

ROE Hedge Fund Activity: Q1 2025 in Review

53 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Astoria US Quality Kings ETF (ROE) for Q1 2025, worth a combined $122M — up 22% from $100M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new ROE positions and 6 closed out — a net gain of 12 holders — while 24 added to existing stakes and 10 trimmed.

The largest buyer was Belpointe Asset Management, opening a new position worth an estimated $8.39M. The largest seller was Vermillion & White Wealth Management Group, cutting an estimated $6.89M.

  • 53 institutional investors held Astoria US Quality Kings ETF (ROE) as of Q1 2025, up from 41 in Q4 2024.
  • Funds reported $122M of Astoria US Quality Kings ETF stock for Q1 2025, up 22% quarter-over-quarter.
  • 18 funds opened new Astoria US Quality Kings ETF positions in Q1 2025 and 6 closed out, a net change of +12 holders.
  • The largest Astoria US Quality Kings ETF buyer in Q1 2025 was Belpointe Asset Management, an estimated $8.39M added.
  • The largest Astoria US Quality Kings ETF seller in Q1 2025 was Vermillion & White Wealth Management Group, an estimated $6.89M sold.

Based on aggregated 13F filings for Q1 2025.