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Kovitz Core Equity ETF

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

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

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 %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$311K
2 +$148K
3 +$11.6K

Top Sellers

1 -$2.23M
2 -$175K
3 -$12.9K
4
Morgan Stanley
Morgan Stanley
New York
-$9.19K
Name Holding Trade Value Shares
Change
Change in
Stake
1
$809M
2
$2.29M
3
$717K
4
$355K
5
$312K
6
$99.7K
7
$47K
8
$22.1K
9
$4.54K
10