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Astoria US Quality Kings ETF
ROE

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: 48 → 57 (+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: 3 → 3 (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
–

Top Buyers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$10.2M
2
GWM
Greenwich Wealth Management
Connecticut
+$2.71M
3
WIA
World Investment Advisors
California
+$2.1M
4
PWM
Puff Wealth Management
New Jersey
+$445K
5
OBWG
Onyx Bridge Wealth Group
New York
+$430K

Top Sellers

1
BAM
Belpointe Asset Management
Nevada
-$5.94M
2
Wells Fargo
Wells Fargo
California
-$3.94M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$3.78M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.36M
5
OPWM
Oregon Pacific Wealth Management
Oregon
-$1.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$25.4K -$8.47K -243 -25%
WG
52
Wellington Group
Indiana
$22.2K +$21.9K +629 New
KFG
53
Kingdom Financial Group
Arizona
$16.9K +$16.7K +480 New
TCM
54
Triumph Capital Management
Colorado
$15.4K +$15.2K +437 New
UBS Group
55
UBS Group
Switzerland
$15K +$14.8K +426 New
OSAM
56
O'Shaughnessy Asset Management
Connecticut
$9.06K +$8.95K +257 New
NA
57
Networth Advisors
Pennsylvania
$1.91K +$1.88K +54 New
GS
58
GTS Securities
New York
– -$996K -28,801 Closed
ASN
59
Advisory Services Network
Georgia
– -$410K -11,865 Closed
CGH
60
Crossmark Global Holdings
Texas
– -$278K -8,043 Closed
FCM
61
Fourpath Capital Management
Oklahoma
– -$209K -6,054 Closed
SPC
62
Sigma Planning Corp
Michigan
– -$204K -5,905 Closed
Bank of America
63
Bank of America
North Carolina
– -$21.7K -628 Closed
CA
64
Clearstead Advisors
Ohio
– -$18.1K -523 Closed
1 2
3

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.