Kovitz Core Equity ETF
EQTY
EQTY
10 hedge funds and large institutions have $868M invested in Kovitz Core Equity ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
2.27% less ownership
Funds ownership: 93.1% → 90.84% (-2.3%)
Holders
10
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$551K | |
| 2 | +$489K | |
| 3 | +$429K | |
| 4 |
Morgan Stanley
New York
|
+$77.9K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$50.4K |
Top Sellers
| 1 | -$8.58M | |
| 2 | -$313K | |
| 3 | -$313K | |
| 4 |
GC
Gratus Capital
Atlanta,
Georgia
|
-$144K |