Kovitz Core Equity ETF
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.
38% more capital invested
Capital invested by funds: $545M → $752M (+$207M)
1.33% more ownership
Funds ownership: 93.65% → 94.99% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
25% less funds holding
Funds holding: 12 → 9 (-3)
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$177M |
| 2 |
HWM
HB Wealth Management
Atlanta,
Georgia
|
+$172K |
| 3 |
GEA
Glen Eagle Advisors
Kingston,
New Jersey
|
+$20.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Gratus Capital
Atlanta,
Georgia
|
-$11.6M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$8.56M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.15M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$931K |
| 5 |
Jane Street
New York
|
-$821K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Kovitz Investment Group Partners
Chicago,
Illinois
| $749M | +$177M | +10,490,518 | +32% |
|
|
GC
2
Gratus Capital
Atlanta,
Georgia
| $2.12M | -$11.6M | -690,169 | -85% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $191K | -$8.56M | -508,215 | -98% |
|
|
HWM
4
HB Wealth Management
Atlanta,
Georgia
| $175K | +$172K | +10,223 | New |
|
5
Morgan Stanley
New York
| $100K | -$27.7K | -1,641 | -22% |
|
|
6
UBS Group
Zurich,
Switzerland
| $32.7K | -$931K | -55,226 | -97% |
|
|
GEA
7
Glen Eagle Advisors
Kingston,
New Jersey
| $20.4K | +$20.1K | +1,190 | New |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $4.19K | – | – | – |
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | -$148K | -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 |
|
EQTY Hedge Fund Activity: Q1 2023 in Review
9 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in Kovitz Core Equity ETF (EQTY) for Q1 2023, worth a combined $752M — up 38% from $545M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of EQTY and 2 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 1 added.
The largest buyer was Kovitz Investment Group Partners, adding an estimated $177M. The largest seller was Gratus Capital, cutting an estimated $11.6M.
- 9 institutional investors held Kovitz Core Equity ETF (EQTY) as of Q1 2023, down from 12 in Q4 2022.
- Funds reported $752M of Kovitz Core Equity ETF stock for Q1 2023, up 38% quarter-over-quarter.
- 2 funds opened new Kovitz Core Equity ETF positions in Q1 2023 and 5 closed out, a net change of -3 holders.
- The largest Kovitz Core Equity ETF buyer in Q1 2023 was Kovitz Investment Group Partners, an estimated $177M added.
- The largest Kovitz Core Equity ETF seller in Q1 2023 was Gratus Capital, an estimated $11.6M sold.
Based on aggregated 13F filings for Q1 2023.