Kovitz Core Equity ETF
EQTY
EQTY
9 hedge funds and large institutions have $813M invested in Kovitz Core Equity ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.
Holders
9
Holders Change
–
Holders Change %
0%
% 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
1
Increased
3
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
GS
1
GTS Securities
New York
|
$717K |
| 2 |
2
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$312K |
| 3 |
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$355K |
| 4 |
4
UBS Group
Zurich,
Switzerland
|
$47K |
Top Sellers
| 1 |
1
Kovitz Investment Group Partners
Chicago,
Illinois
|
$809M |
| 2 |
HWM
2
HB Wealth Management
Atlanta,
Georgia
|
$0 |
| 3 |
GC
3
Gratus Capital
Atlanta,
Georgia
|
$2.29M |
| 4 |
4
Morgan Stanley
New York
|
$99.7K |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
1
Kovitz Investment Group Partners
Chicago,
Illinois
| $809M | 43,515,557 | -119,919 | -0.3% |
|
|
GC
2
Gratus Capital
Atlanta,
Georgia
| $2.29M | 123,026 | -692 | -0.6% |
|
|
GS
3
GTS Securities
New York
| $717K | 38,568 | +38,568 | New |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $355K | 19,091 | +7,952 | +71% |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $312K | 16,795 | +16,726 | +24,241% |
|
|
6
Morgan Stanley
New York
| $99.7K | 5,358 | -494 | -8% |
|
|
7
UBS Group
Zurich,
Switzerland
| $47K | 2,528 | +621 | +33% |
|
|
GEA
8
Glen Eagle Advisors
Kingston,
New Jersey
| $22.1K | 1,190 | – | – |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $4.54K | 244 | – | – |
|
|
HWM
10
HB Wealth Management
Atlanta,
Georgia
| – | – | -10,223 | Closed |
|
|
CFGS
11
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|