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.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
10% less funds holding
Funds holding: 10 → 9 (-1)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Holders
9
Holding in Top 10
1
Calls
–
Puts
–
Top Sellers
| 1 | -$551K | |
| 2 | -$273K | |
| 3 | -$253K | |
| 4 |
Morgan Stanley
New York
|
-$85.9K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$16.8K |