Kovitz Core Equity ETF
EQTY
EQTY
12 hedge funds and large institutions have $545M invested in Kovitz Core Equity ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
Holders
12
Holders Change
+12
Holders Change %
–
% of All Funds
0.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
12
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
No sellers this quarter
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
1
Kovitz Investment Group Partners
Chicago,
Illinois
| $520M | 33,144,958 | +33,144,958 | New |
|
|
GC
2
Gratus Capital
Atlanta,
Georgia
| $12.8M | 813,887 | +813,887 | New |
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $8.15M | 519,354 | +519,354 | New |
|
4
Citadel Advisors
Miami,
Florida
| $1.15M | 73,306 | +73,306 | New |
|
5
UBS Group
Zurich,
Switzerland
| $897K | 57,133 | +57,133 | New |
|
6
Jane Street
New York
| $821K | 52,322 | +52,322 | New |
|
|
PMG
7
ProVise Management Group
Clearwater,
Florida
| $367K | 23,362 | +23,362 | New |
|
|
SF
8
Synovus Financial
Columbus,
Georgia
| $216K | 13,732 | +13,732 | New |
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $139K | 8,841 | +8,841 | New |
|
10
Morgan Stanley
New York
| $118K | 7,493 | +7,493 | New |
|
11
US Bancorp
Minneapolis,
Minnesota
| $49.5K | 3,150 | +3,150 | New |
|
12
Osaic Holdings
Scottsdale,
Arizona
| $4K | 244 | +244 | New |
|
|
CFGS
13
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|