Texas Capital Texas Equity Index ETF
8 hedge funds and large institutions have $4.98M invested in Texas Capital Texas Equity Index ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
33% more funds holding
Funds holding: 6 → 8 (+2)
32% more capital invested
Capital invested by funds: $3.78M → $4.98M (+$1.2M)
4.42% more ownership
Funds ownership: 11.17% → 15.58% (+4.4%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OC
Optima Capital
Beaverton,
Oregon
|
+$37.3K |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$7.21K |
| 3 |
TCBWMS
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
+$5.88K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
-$145K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$27.1K |
| 3 |
APA
Astoria Portfolio Advisors
New York
|
-$18K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AW
1
Ankerstar Wealth
Leander,
Texas
| $1.37M | +$1.39M | +38,431 | New |
|
|
APA
2
Astoria Portfolio Advisors
New York
| $1.19M | -$18K | -499 | -2% |
|
|
TCBWMS
3
Texas Capital Bank Wealth Management Services
Dallas,
Texas
| $1.13M | +$5.88K | +163 | +0.5% |
|
|
USCWA
4
U.S. Capital Wealth Advisors
Austin,
Texas
| $953K | -$145K | -4,016 | -13% |
|
|
AP
5
Americana Partners
Houston,
Texas
| $300K | – | – | – |
|
|
OC
6
Optima Capital
Beaverton,
Oregon
| $36.8K | +$37.3K | +1,034 | New |
|
|
7
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $7K | +$7.21K | +200 | New |
|
8
Wells Fargo
San Francisco,
California
| $29 | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$27.1K | -740 | Closed |
|
TXS Hedge Fund Activity: Q4 2025 in Review
8 of the 8,226 institutional investors tracked by Wall St. Rank reported a position in Texas Capital Texas Equity Index ETF (TXS) for Q4 2025, worth a combined $4.98M — up 32% from $3.78M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new TXS positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Optima Capital, opening a new position worth an estimated $37.3K. The largest seller was U.S. Capital Wealth Advisors, cutting an estimated $145K.
- 8 institutional investors held Texas Capital Texas Equity Index ETF (TXS) as of Q4 2025, up from 6 in Q3 2025.
- Funds reported $4.98M of Texas Capital Texas Equity Index ETF stock for Q4 2025, up 32% quarter-over-quarter.
- 3 funds opened new Texas Capital Texas Equity Index ETF positions in Q4 2025 and 1 closed out, a net change of +2 holders.
- The largest Texas Capital Texas Equity Index ETF buyer in Q4 2025 was Optima Capital, an estimated $37.3K added.
- The largest Texas Capital Texas Equity Index ETF seller in Q4 2025 was U.S. Capital Wealth Advisors, an estimated $145K sold.
Based on aggregated 13F filings for Q4 2025.