Kovitz Core Equity ETF
EQTY
EQTY
8 hedge funds and large institutions have $796M invested in Kovitz Core Equity ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
less funds holding
Funds holding: →
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Holders
8
Holding in Top 10
1
Calls
–
Puts
–
Top Sellers
| 1 | -$717K | |
| 2 | -$355K | |
| 3 | -$47K | |
| 4 |
GC
Gratus Capital
Atlanta,
Georgia
|
-$45.9K |
| 5 |
Morgan Stanley
New York
|
-$26.1K |