We are live on ! Find out more
ROE icon

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
HGA
1
Hobbs Group Advisors
South Carolina
$23.3M -$828K -23,775 -3%
Wells Fargo
2
Wells Fargo
California
$22.6M -$3.94M -113,028 -15%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$10.3M +$10.2M +291,428 New
VWWMG
4
Vermillion & White Wealth Management Group
Pennsylvania
$9.83M +$401K +11,524 +4%
BCMIO
5
Beacon Capital Management Inc (Ohio)
Ohio
$9.78M -$3.78M -108,465 -28%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$9.59M -$2.36M -67,833 -20%
GWM
7
Greenwich Wealth Management
Connecticut
$6.86M +$2.71M +77,742 +67%
OPWM
8
Oregon Pacific Wealth Management
Oregon
$4.63M -$1.78M -51,153 -28%
AI
9
Atria Investments
North Carolina
$3.82M -$125K -3,581 -3%
BAM
10
Belpointe Asset Management
Nevada
$3.39M -$5.94M -170,400 -64%
LCGC
11
Legacy Capital Group California
California
$2.94M -$115K -3,309 -4%
WIA
12
World Investment Advisors
California
$2.12M +$2.1M +60,201 New
PWM
13
Puff Wealth Management
New Jersey
$1.94M +$445K +12,781 +31%
BWM
14
BlackDiamond Wealth Management
New York
$1.76M -$336K -9,639 -17%
BPW
15
BlueDoor Private Wealth
Massachusetts
$1.53M +$1.51M +43,402 New
AWM
16
AE Wealth Management
Kansas
$1.31M -$40.6K -1,164 -3%
BCI
17
Brinker Capital Investments
Pennsylvania
$1.26M +$82.4K +2,366 +7%
LA
18
Latitude Advisors
Florida
$1.26M -$9.82K -282 -0.8%
HighTower Advisors
19
HighTower Advisors
Illinois
$1.2M +$236K +6,776 +25%
GM
20
GeoWealth Management
Illinois
$1.13M +$177K +5,075 +19%
SWM
21
Silverlake Wealth Management
Vermont
$1.03M +$290K +8,315 +40%
LPL Financial
22
LPL Financial
California
$906K +$12.1K +348 +1%
OWM
23
Omnitrust Wealth Management
Florida
$804K +$794K +22,798 New
AFG
24
Atomi Financial Group
New York
$757K -$76.6K -2,200 -9%
P
25
&Partners
Tennessee
$738K -$26.1K -748 -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.