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, 3 reducing their positions, and 1 closing their positions.
12% more capital invested
Capital invested by funds: $868M → $973M (+$105M)
0.23% more ownership
Funds ownership: 90.83% → 91.06% (+0.23%)
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)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
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
Miami,
Florida
|
-$551K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$258K |
| 3 |
GC
Gratus Capital
Atlanta,
Georgia
|
-$239K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$15.8K |
EQTY Hedge Fund Activity: Q1 2024 in Review
9 of the 6,961 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 3 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.