Kovitz Core Equity ETF
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.
93.65% more ownership
Funds ownership: 0% → 93.65% (+94%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$523M |
| 2 |
GC
Gratus Capital
Atlanta,
Georgia
|
+$12.9M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$8.2M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.16M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$902K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Kovitz Investment Group Partners
Chicago,
Illinois
| $520M | +$523M | +33,144,958 | New |
|
|
GC
2
Gratus Capital
Atlanta,
Georgia
| $12.8M | +$12.9M | +813,887 | New |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $8.15M | +$8.2M | +519,354 | New |
|
|
4
Citadel Advisors
Miami,
Florida
| $1.15M | +$1.16M | +73,306 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $897K | +$902K | +57,133 | New |
|
6
Jane Street
New York
| $821K | +$826K | +52,322 | New |
|
|
PMG
7
ProVise Management Group
Clearwater,
Florida
| $367K | +$369K | +23,362 | New |
|
|
SF
8
Synovus Financial
Columbus,
Georgia
| $216K | +$217K | +13,732 | New |
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $139K | +$140K | +8,841 | New |
|
10
Morgan Stanley
New York
| $118K | +$118K | +7,493 | New |
|
11
US Bancorp
Minneapolis,
Minnesota
| $49.5K | +$49.7K | +3,150 | New |
|
12
Osaic Holdings
Scottsdale,
Arizona
| $4K | +$3.85K | +244 | New |
|
EQTY Hedge Fund Activity: Q4 2022 in Review
12 of the 6,223 institutional investors tracked by Wall St. Rank reported a position in Kovitz Core Equity ETF (EQTY) for Q4 2022, worth a combined $545M.
Buyers outnumbered sellers: 12 funds opened new EQTY positions and 0 closed out — a net gain of 12 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $523M.
- 12 institutional investors held Kovitz Core Equity ETF (EQTY) as of Q4 2022, up from 0 in Q3 2022.
- Funds reported $545M of Kovitz Core Equity ETF stock for Q4 2022.
- 12 funds opened new Kovitz Core Equity ETF positions in Q4 2022 and 0 closed out, a net change of +12 holders.
- The largest Kovitz Core Equity ETF buyer in Q4 2022 was Kovitz Investment Group Partners, an estimated $523M added.
Based on aggregated 13F filings for Q4 2022.