Kovitz Core Equity ETF
EQTY
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.
Holders
9
Holders Change
-1
Holders Change %
-10%
% of All Funds
0.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
1
Increased
2
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
1
Kovitz Investment Group Partners
Chicago,
Illinois
|
$969M |
| 2 |
2
Citadel Advisors
Miami,
Florida
|
$455K |
| 3 |
3
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$538K |
Top Sellers
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
1
Kovitz Investment Group Partners
Chicago,
Illinois
| $969M | 44,180,487 | +750,736 | +2% |
|
|
GC
2
Gratus Capital
Atlanta,
Georgia
| $2.23M | 101,672 | -11,554 | -10% |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $538K | 24,532 | +5,276 | +27% |
|
|
4
Citadel Advisors
Miami,
Florida
| $455K | 20,735 | +20,735 | New |
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $266K | 12,130 | -12,449 | -51% |
|
6
Morgan Stanley
New York
| $85.9K | 3,915 | -3,915 | -50% |
|
|
GEA
7
Glen Eagle Advisors
Kingston,
New Jersey
| $26.1K | 1,190 | – | – |
|
8
UBS Group
Zurich,
Switzerland
| $23.7K | 1,078 | -764 | -41% |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $5.35K | 244 | – | – |
|
|
GS
10
GTS Securities
New York
| – | – | -27,733 | Closed |
|
|
CFGS
11
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|