Kovitz Core Equity ETF
EQTY
EQTY
9 hedge funds and large institutions have $752M invested in Kovitz Core Equity ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
less funds holding
Funds holding: →
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
80% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 5
Holders
9
Holding in Top 10
1
Calls
–
Puts
–
Top Sellers
| 1 | -$11.8M | |
| 2 | -$8.72M | |
| 3 | -$1.15M | |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$948K |
| 5 |
Jane Street
New York
|
-$821K |