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.
Holders
8
Holders Change
-1
Holders Change %
-11.11%
% of All Funds
0.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
1
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
1
Kovitz Investment Group Partners
Chicago,
Illinois
|
$793M |
| 2 |
2
Envestnet Asset Management
Chicago,
Illinois
|
$313K |
| 3 |
PA
3
Procyon Advisors
Shelton,
Connecticut
|
$313K |
Top Sellers
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
1
Kovitz Investment Group Partners
Chicago,
Illinois
| $793M | 43,861,222 | +345,665 | +0.8% |
|
|
GC
2
Gratus Capital
Atlanta,
Georgia
| $2.18M | 120,486 | -2,540 | -2% |
|
|
PA
3
Procyon Advisors
Shelton,
Connecticut
| $313K | 17,347 | +17,347 | New |
|
|
4
Envestnet Asset Management
Chicago,
Illinois
| $313K | 17,347 | +17,347 | New |
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $302K | 16,723 | -72 | -0.4% |
|
6
Morgan Stanley
New York
| $70.7K | 3,914 | -1,444 | -27% |
|
|
GEA
7
Glen Eagle Advisors
Kingston,
New Jersey
| $21.5K | 1,190 | – | – |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $4.41K | 244 | – | – |
|
|
GS
9
GTS Securities
New York
| – | – | -38,568 | Closed |
|
10
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | – | -19,091 | Closed |
|
11
UBS Group
Zurich,
Switzerland
| – | – | -2,528 | Closed |
|
|
CFGS
12
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|