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
Holders
9
Holders Change
-3
Holders Change %
-25%
% of All Funds
0.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
1
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
$749M |
| 2 |
HWM
HB Wealth Management
Atlanta,
Georgia
|
$175K |
| 3 |
GEA
Glen Eagle Advisors
Kingston,
New Jersey
|
$20.4K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
1
Kovitz Investment Group Partners
Chicago,
Illinois
| $749M | +$180M | +10,490,518 | +32% |
|
|
GC
2
Gratus Capital
Atlanta,
Georgia
| $2.12M | -$11.8M | -690,169 | -85% |
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $191K | -$8.72M | -508,215 | -98% |
|
|
HWM
4
HB Wealth Management
Atlanta,
Georgia
| $175K | +$175K | +10,223 | New |
|
5
Morgan Stanley
New York
| $100K | -$28.2K | -1,641 | -22% |
|
6
UBS Group
Zurich,
Switzerland
| $32.7K | -$948K | -55,226 | -97% |
|
|
GEA
7
Glen Eagle Advisors
Kingston,
New Jersey
| $20.4K | +$20.4K | +1,190 | New |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $4.19K | – | – | – |
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | -$127K | -8,772 | -99% |
|
10
Citadel Advisors
Miami,
Florida
| – | -$1.15M | -73,306 | Closed |
|
11
Jane Street
New York
| – | -$821K | -52,322 | Closed |
|
|
PMG
12
ProVise Management Group
Clearwater,
Florida
| – | -$367K | -23,362 | Closed |
|
|
SF
13
Synovus Financial
Columbus,
Georgia
| – | -$216K | -13,732 | Closed |
|
14
US Bancorp
Minneapolis,
Minnesota
| – | -$49.5K | -3,150 | Closed |
|