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Kovitz Core Equity ETF
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.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $752M → $813M (+$61.6M)

0% more funds holding

Funds holding: 9 → 9 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

1.5% less ownership

Funds ownership: 94.99% → 93.48% (-1.5%)

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

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$293K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$139K
3
UBS Group
UBS Group
Switzerland
+$10.9K

Top Sellers

Rank Fund Capital Flow
1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$2.1M
2
HWM
HB Wealth Management
Georgia
-$175K
3
GC
Gratus Capital
Georgia
-$12.1K
4
Morgan Stanley
Morgan Stanley
New York
-$8.65K

EQTY Hedge Fund Activity: Q2 2023 in Review

9 of the 6,385 institutional investors tracked by Wall St. Rank reported a position in Kovitz Core Equity ETF (EQTY) for Q2 2023, worth a combined $813M — up 8.2% from $752M a quarter earlier.

Fund positioning in EQTY was balanced in Q2 2023: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 3 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $293K. The largest seller was Kovitz Investment Group Partners, cutting an estimated $2.1M.

  • 9 institutional investors held Kovitz Core Equity ETF (EQTY) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $813M of Kovitz Core Equity ETF stock for Q2 2023, up 8.2% quarter-over-quarter.
  • 1 fund opened new Kovitz Core Equity ETF positions in Q2 2023 and 1 closed out, a net change of 0 holders.
  • The largest Kovitz Core Equity ETF buyer in Q2 2023 was Royal Bank of Canada, an estimated $293K added.
  • The largest Kovitz Core Equity ETF seller in Q2 2023 was Kovitz Investment Group Partners, an estimated $2.1M sold.

Based on aggregated 13F filings for Q2 2023.