Kovitz Core Equity ETF
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.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
25% more funds holding
Funds holding: 8 → 10 (+2)
9% more capital invested
Capital invested by funds: $796M → $868M (+$72M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
2.28% less ownership
Funds ownership: 93.1% → 90.83% (-2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
Miami,
Florida
|
+$515K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$456K |
| 3 |
TC
Telemus Capital
Southfield,
Michigan
|
+$401K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$47K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$34.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$8.01M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$313K |
| 3 |
PA
Procyon Advisors
Shelton,
Connecticut
|
-$313K |
| 4 |
GC
Gratus Capital
Atlanta,
Georgia
|
-$135K |
EQTY Hedge Fund Activity: Q4 2023 in Review
10 of the 6,871 institutional investors tracked by Wall St. Rank reported a position in Kovitz Core Equity ETF (EQTY) for Q4 2023, worth a combined $868M — up 9% from $796M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new EQTY positions and 2 closed out — a net gain of 2 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was GTS Securities, opening a new position worth an estimated $515K. The largest seller was Kovitz Investment Group Partners, cutting an estimated $8.01M.
- 10 institutional investors held Kovitz Core Equity ETF (EQTY) as of Q4 2023, up from 8 in Q3 2023.
- Funds reported $868M of Kovitz Core Equity ETF stock for Q4 2023, up 9% quarter-over-quarter.
- 4 funds opened new Kovitz Core Equity ETF positions in Q4 2023 and 2 closed out, a net change of +2 holders.
- The largest Kovitz Core Equity ETF buyer in Q4 2023 was GTS Securities, an estimated $515K added.
- The largest Kovitz Core Equity ETF seller in Q4 2023 was Kovitz Investment Group Partners, an estimated $8.01M sold.
Based on aggregated 13F filings for Q4 2023.