Kovitz Core Equity ETF
EQTY
9 hedge funds and large institutions have $973M invested in Kovitz Core Equity ETF in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 1 closing their positions.
12% more capital invested
Capital invested by funds: $868M → $973M (+$105M)
0.22% more ownership
Funds ownership: 90.84% → 91.06% (+0.22%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
10% less funds holding
Funds holding: 10 → 9 (-1)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$15.5M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$429K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$109K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$551K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$258K |
| 3 |
GC
Gratus Capital
Atlanta,
Georgia
|
-$239K |
| 4 |
Morgan Stanley
New York
|
-$81.1K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$15.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Kovitz Investment Group Partners
Chicago,
Illinois
| $969M | +$15.5M | +750,736 | +2% |
|
|
GC
2
Gratus Capital
Atlanta,
Georgia
| $2.23M | -$239K | -11,554 | -10% |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $538K | +$109K | +5,276 | +27% |
|
|
4
Citadel Advisors
Miami,
Florida
| $455K | +$429K | +20,735 | New |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $266K | -$258K | -12,449 | -51% |
|
|
6
Morgan Stanley
New York
| $85.9K | -$81.1K | -3,915 | -50% |
|
|
GEA
7
Glen Eagle Advisors
Kingston,
New Jersey
| $26.1K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $23.7K | -$15.8K | -764 | -41% |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $5.35K | – | – | – |
|
|
GS
10
GTS Securities
New York
| – | -$551K | -27,733 | Closed |
|
EQTY Hedge Fund Activity: Q1 2024 in Review
9 of the 6,946 institutional investors tracked by Wall St. Rank reported a position in Kovitz Core Equity ETF (EQTY) for Q1 2024, worth a combined $973M — up 12% from $868M a quarter earlier.
Fund positioning in EQTY was balanced in Q1 2024: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 4 trimmed.
The largest buyer was Kovitz Investment Group Partners, adding an estimated $15.5M. The largest seller was GTS Securities, exiting entirely with an estimated $551K sold.
- 9 institutional investors held Kovitz Core Equity ETF (EQTY) as of Q1 2024, down from 10 in Q4 2023.
- Funds reported $973M of Kovitz Core Equity ETF stock for Q1 2024, up 12% quarter-over-quarter.
- 1 fund opened new Kovitz Core Equity ETF positions in Q1 2024 and 1 closed out, a net change of 0 holders.
- The largest Kovitz Core Equity ETF buyer in Q1 2024 was Kovitz Investment Group Partners, an estimated $15.5M added.
- The largest Kovitz Core Equity ETF seller in Q1 2024 was GTS Securities, an estimated $551K sold.
Based on aggregated 13F filings for Q1 2024.