Astoria US Quality Kings ETF
ROE
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.
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: 53 → 53 (0)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
35% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFPM
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
+$785K |
| 2 |
P
&Partners
Nashville,
Tennessee
|
+$663K |
| 3 |
SWM
Silverlake Wealth Management
Williston,
Vermont
|
+$523K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$467K |
| 5 |
OPWM
Oregon Pacific Wealth Management
Medford,
Oregon
|
+$348K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GWN Securities
Palm Beach Gardens,
Florida
|
-$923K |
| 2 |
SG
StoneX Group
New York
|
-$845K |
| 3 |
AIM
Astor Investment Management
Chicago,
Illinois
|
-$677K |
| 4 |
HGA
Hobbs Group Advisors
Columbia,
South Carolina
|
-$667K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$397K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
Q1WB
51
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
| $37.7K | – | – | – |
|
|
GTAM
52
Global Trust Asset Management
West Palm Beach,
Florida
| $23.3K | – | – | – |
|
|
NWM
53
Nova Wealth Management
Bonita Springs,
Florida
| $15.5K | +$14.4K | +480 | New |
|
|
GS
54
GWN Securities
Palm Beach Gardens,
Florida
| – | -$923K | -31,538 | Closed |
|
|
SG
55
StoneX Group
New York
| – | -$845K | -28,884 | Closed |
|
56
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$213K | -7,271 | Closed |
|
|
BA
57
Bluesphere Advisors
East Norriton,
Pennsylvania
| – | -$203K | -6,930 | Closed |
|
|
BFS
58
Burkett Financial Services
Rock Hill,
South Carolina
| – | -$31.1K | -1,062 | Closed |
|
|
MG
59
Mather Group
Chicago,
Illinois
| – | -$22K | -752 | Closed |
|
60
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$9K | -291 | Closed |
|
|
CCM
61
Coldstream Capital Management
Bellevue,
Washington
| – | -$3.72K | -127 | Closed |
|
|
BCWM
62
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$2.14K | -73 | Closed |
|
|
EB
63
Eastern Bank
Boston,
Massachusetts
| – | -$1.35K | -46 | Closed |
|
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.