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Astoria US Quality Kings ETF

53 hedge funds and large institutions have $133M invested in Astoria US Quality Kings ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

9% more capital invested

Capital invested by funds: $122M → $133M (+$11M)

0.3% more ownership

Funds ownership: 75.49%75.79% (+0.3%)

0% more funds holding

Funds holding: 5353 (0)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

35% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 23

Holders
53
Holders Change
Holders Change %
0%
% of All Funds
0.7%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
11
Increased
15
Reduced
23
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
26
Silverlake Wealth Management
Vermont
$562K +$523K +17,451 New
LCWP
27
Legacy Capital Wealth Partners
Arkansas
$540K -$177K -5,901 -26%
MWA
28
Medallion Wealth Advisors
Connecticut
$517K +$100K +3,342 +26%
GS
29
GTS Securities
New York
$453K +$25.5K +852 +6%
DC
30
Davenport & Co
Virginia
$447K
AWM
31
Axxcess Wealth Management
California
$394K -$4.23K -141 -1%
OBWG
32
Onyx Bridge Wealth Group
New York
$391K +$94.5K +3,152 +35%
ASN
33
Advisory Services Network
Georgia
$384K -$81.8K -2,729 -19%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$359K -$35.2K -1,174 -10%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$322K +$300K +9,991 New
CGH
36
Crossmark Global Holdings
Texas
$320K +$15.1K +502 +5%
KAS
37
Kestra Advisory Services
Texas
$297K -$85.6K -2,854 -24%
NS
38
NBC Securities
Alabama
$271K +$28.8K +962 +13%
HBS
39
Howard Bailey Securities
Indiana
$240K -$27.6K -921 -11%
RCM
40
Raleigh Capital Management
North Carolina
$236K -$22.9K -762 -9%
VF
41
Virtu Financial
New York
$226K -$166K -5,552 -44%
FCM
42
Fourpath Capital Management
Oklahoma
$221K -$130K -4,327 -39%
LAS
43
Lloyd Advisory Services
Georgia
$213K -$7.68K -256 -4%
Jane Street
44
Jane Street
New York
$209K +$195K +6,489 New
OWA
45
Outlook Wealth Advisors
Texas
$203K +$189K +6,290 New
EFMC
46
Empire Financial Management Company
New York
$202K +$188K +6,276 New
Comerica Bank
47
Comerica Bank
Texas
$95.6K +$150 +5 +0.2%
WCM
48
WealthTrak Capital Management
Virginia
$69.3K +$64.5K +2,152 New
Raymond James Financial
49
Raymond James Financial
Florida
$49.5K +$46.1K +1,538 New
UBS Group
50
UBS Group
Switzerland
$38.1K +$20.7K +691 +141%

ROE Hedge Fund Activity: Q2 2025 in Review

53 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Astoria US Quality Kings ETF (ROE) for Q2 2025, worth a combined $133M — up 9% from $122M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ROE positions and 10 closed out — a net gain of 1 holder — while 15 added to existing stakes and 23 trimmed.

The largest buyer was Sensible Financial Planning & Management, opening a new position worth an estimated $785K. The largest seller was GWN Securities, exiting entirely with an estimated $923K sold.

  • 53 institutional investors held Astoria US Quality Kings ETF (ROE) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $133M of Astoria US Quality Kings ETF stock for Q2 2025, up 9% quarter-over-quarter.
  • 11 funds opened new Astoria US Quality Kings ETF positions in Q2 2025 and 10 closed out, a net change of +1 holder.
  • The largest Astoria US Quality Kings ETF buyer in Q2 2025 was Sensible Financial Planning & Management, an estimated $785K added.
  • The largest Astoria US Quality Kings ETF seller in Q2 2025 was GWN Securities, an estimated $923K sold.

Based on aggregated 13F filings for Q2 2025.