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Astoria US Quality Kings ETF

52 hedge funds and large institutions have $132M invested in Astoria US Quality Kings ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $122M → $132M (+$10.2M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

0.06% less ownership

Funds ownership: 75.49%75.42% (-0.06%)

2% less funds holding

Funds holding: 5352 (-1)

35% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 23

Holders
52
Holders Change
-1
Holders Change %
-1.89%
% of All Funds
0.68%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
10
Increased
15
Reduced
23
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HGA
1
Hobbs Group Advisors
South Carolina
$32M -$667K -22,232 -2%
Wells Fargo
2
Wells Fargo
California
$25.2M -$397K -13,243 -2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$11.2M -$128K -4,281 -1%
AIM
4
Astor Investment Management
Illinois
$9.9M -$677K -22,572 -7%
BAM
5
Belpointe Asset Management
Nevada
$8.69M -$90.1K -3,006 -1%
VWWMG
6
Vermillion & White Wealth Management Group
Pennsylvania
$7.16M +$294K +9,791 +5%
OPWM
7
Oregon Pacific Wealth Management
Oregon
$5.68M +$348K +11,591 +7%
AI
8
Atria Investments
North Carolina
$4.12M +$28.3K +944 +0.7%
LCGC
9
Legacy Capital Group California
California
$2.82M -$112K -3,724 -4%
PWM
10
Puff Wealth Management
New Jersey
$2.72M -$29.3K -977 -1%
GWM
11
Greenwich Wealth Management
Connecticut
$2.06M +$134K +4,471 +8%
BWM
12
BlackDiamond Wealth Management
New York
$1.84M -$20.3K -678 -1%
LA
13
Latitude Advisors
Florida
$1.47M -$109K -3,630 -7%
AWM
14
AE Wealth Management
Kansas
$1.24M +$19K +634 +2%
BCI
15
Brinker Capital Investments
Pennsylvania
$1.17M -$24.5K -816 -2%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.07M +$467K +15,564 +88%
GM
17
GeoWealth Management
Illinois
$1.07M +$75.4K +2,516 +8%
CAM
18
Clark Asset Management
New Hampshire
$949K
AFG
19
Atomi Financial Group
New York
$898K +$15K +501 +2%
SFPM
20
Sensible Financial Planning & Management
Massachusetts
$844K +$785K +26,189 New
CMS
21
Capital Market Strategies
Florida
$814K -$95.5K -3,185 -11%
HighTower Advisors
22
HighTower Advisors
Illinois
$752K -$14K -467 -2%
P
23
&Partners
Tennessee
$713K +$663K +22,124 New
CW
24
CreativeOne Wealth
Kansas
$661K -$25.7K -858 -4%
SWM
25
Silverlake Wealth Management
Vermont
$562K +$523K +17,451 New

ROE Hedge Fund Activity: Q2 2025 in Review

52 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 $132M — up 8.3% from $122M a quarter earlier.

Fund positioning in ROE was balanced in Q2 2025: 10 funds opened new positions, 10 closed out, 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.

  • 52 institutional investors held Astoria US Quality Kings ETF (ROE) as of Q2 2025, down from 53 in Q1 2025.
  • Funds reported $132M of Astoria US Quality Kings ETF stock for Q2 2025, up 8.3% quarter-over-quarter.
  • 10 funds opened new Astoria US Quality Kings ETF positions in Q2 2025 and 10 closed out, a net change of 0 holders.
  • 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.