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Astoria US Quality Kings ETF

57 hedge funds and large institutions have $133M invested in Astoria US Quality Kings ETF in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 14 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

19% more funds holding

Funds holding: 4857 (+9)

2% more capital invested

Capital invested by funds: $131M → $133M (+$2.1M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.5% less ownership

Funds ownership: 79.4%76.9% (-2.5%)

44% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 25

Holders
57
Holders Change
+9
Holders Change %
+18.75%
% of All Funds
0.69%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
14
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
26
Pursuit Wealth Management
Florida
$728K +$719K +20,636 New
CW
27
CreativeOne Wealth
Kansas
$660K -$28.6K -822 -4%
MWA
28
Medallion Wealth Advisors
Connecticut
$590K +$24.5K +704 +4%
TC
29
Town Capital
Maryland
$563K +$556K +15,971 New
LCWP
30
Legacy Capital Wealth Partners
Arkansas
$537K -$37.2K -1,068 -7%
CAM
31
Clark Asset Management
New Hampshire
$537K -$304K -8,717 -36%
DC
32
Davenport & Co
Virginia
$490K
OBWG
33
Onyx Bridge Wealth Group
New York
$435K +$430K +12,336 New
AWM
34
Axxcess Wealth Management
California
$428K -$1.85K -53 -0.4%
NS
35
NBC Securities
Alabama
$393K +$6.97K +200 +2%
Ameriprise
36
Ameriprise
Minnesota
$321K +$40.9K +1,174 +15%
KAS
37
Kestra Advisory Services
Texas
$304K +$12.9K +370 +4%
EFMC
38
Empire Financial Management Company
New York
$292K +$73.6K +2,113 +34%
HF
39
HRT Financial
New York
$261K +$259K +7,420 New
Bank of New York Mellon
40
Bank of New York Mellon
New York
$247K -$70.2K -2,014 -22%
RCM
41
Raleigh Capital Management
North Carolina
$239K -$2.26K -65 -1%
AFP
42
Ausdal Financial Partners
Iowa
$226K -$13.5K -388 -6%
LAS
43
Lloyd Advisory Services
Georgia
$222K +$219K +6,291 New
OWA
44
Outlook Wealth Advisors
Texas
$208K -$6.55K -188 -3%
HBS
45
Howard Bailey Securities
Indiana
$204K -$42.9K -1,230 -18%
SEP
46
Signature Equity Partners
Ohio
$57.5K +$56.8K +1,631 New
JP Morgan Chase
47
JP Morgan Chase
New York
$49.1K +$26.1K +748 +116%
Comerica Bank
48
Comerica Bank
Texas
$40.5K -$61.3K -1,759 -60%
Q1WB
49
Quest 10 Wealth Builders
Virginia
$39.9K -$662 -19 -2%
GTAM
50
Global Trust Asset Management
Florida
$25.5K

ROE Hedge Fund Activity: Q4 2025 in Review

57 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Astoria US Quality Kings ETF (ROE) for Q4 2025, worth a combined $133M — up 1.6% from $131M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ROE positions and 7 closed out — a net gain of 9 holders — while 14 added to existing stakes and 25 trimmed.

The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $10.2M. The largest seller was Belpointe Asset Management, cutting an estimated $5.94M.

  • 57 institutional investors held Astoria US Quality Kings ETF (ROE) as of Q4 2025, up from 48 in Q3 2025.
  • Funds reported $133M of Astoria US Quality Kings ETF stock for Q4 2025, up 1.6% quarter-over-quarter.
  • 16 funds opened new Astoria US Quality Kings ETF positions in Q4 2025 and 7 closed out, a net change of +9 holders.
  • The largest Astoria US Quality Kings ETF buyer in Q4 2025 was Janney Montgomery Scott, an estimated $10.2M added.
  • The largest Astoria US Quality Kings ETF seller in Q4 2025 was Belpointe Asset Management, an estimated $5.94M sold.

Based on aggregated 13F filings for Q4 2025.