ROE icon

Astoria US Quality Kings ETF
ROE

Overview Fund Activity

52 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, 23 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+12
Holders Change %
+30%
% 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
23
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BAM
Belpointe Asset Management
Nevada
$7.99M
2
Wells Fargo
Wells Fargo
California
$23.3M
3
OPWM
Oregon Pacific Wealth Management
Oregon
$4.82M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$10.3M
5
GWM
Greenwich Wealth Management
Connecticut
$1.74M

Top Sellers

1
VWWMG
Vermillion & White Wealth Management Group
Pennsylvania
$6.22M
2
GS
GTS Securities
New York
$386K
3
4A
4Wealth Advisors
Illinois
$0
4
P
&Partners
Tennessee
$0
5
ATPW
Ashton Thomas Private Wealth
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HGA
1
Hobbs Group Advisors
South Carolina
$29.7M +$33.3K +1,137 +0.1%
Wells Fargo
2
Wells Fargo
California
$23.3M +$5.7M +194,795 +32%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.3M +$2.99M +101,989 +41%
AIM
4
Astor Investment Management
Illinois
$9.66M +$1.68M +57,310 +21%
BAM
5
Belpointe Asset Management
Nevada
$7.99M +$7.99M +272,852 New
VWWMG
6
Vermillion & White Wealth Management Group
Pennsylvania
$6.22M -$6.56M -224,098 -51%
OPWM
7
Oregon Pacific Wealth Management
Oregon
$4.82M +$4.82M +164,813 New
AI
8
Atria Investments
North Carolina
$3.72M +$1.09M +37,348 +42%
LCGC
9
Legacy Capital Group California
California
$2.68M +$817K +27,920 +44%
PWM
10
Puff Wealth Management
New Jersey
$2.5M -$117K -3,999 -4%
GWM
11
Greenwich Wealth Management
Connecticut
$1.74M +$1.74M +59,420 New
BWM
12
BlackDiamond Wealth Management
New York
$1.72M +$37.9K +1,268 +2%
LA
13
Latitude Advisors
Florida
$1.44M -$28K -955 -2%
AWM
14
AE Wealth Management
Kansas
$1.11M +$306K +10,462 +38%
BCI
15
Brinker Capital Investments
Pennsylvania
$1.08M +$1.08M +37,011 New
OPS
16
Orion Portfolio Solutions
Nebraska
$1.08M +$1.08M +37,011 New
GS
17
GWN Securities
Florida
$923K +$923K +31,538 New
GM
18
GeoWealth Management
Illinois
$898K +$315K +10,758 +54%
CAM
19
Clark Asset Management
New Hampshire
$863K +$863K +29,474 New
SG
20
StoneX Group
New York
$845K -$79.4K -2,712 -9%
CMS
21
Capital Market Strategies
Florida
$833K +$8.05K +275 +1%
AFG
22
Atomi Financial Group
New York
$801K +$801K +27,370 New
HighTower Advisors
23
HighTower Advisors
Illinois
$697K -$27.7K -946 -4%
LCWP
24
Legacy Capital Wealth Partners
Arkansas
$663K +$184K +6,291 +38%
CW
25
CreativeOne Wealth
Kansas
$625K +$201K +6,867 +47%
1
2 3