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Kovitz Core Equity ETF
EQTY

12 hedge funds and large institutions have $979M invested in Kovitz Core Equity ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

33% more funds holding

Funds holding: 9 → 12 (+3)

1.5% more ownership

Funds ownership: 91.06% → 92.56% (+1.5%)

1% more capital invested

Capital invested by funds: $973M → $979M (+$5.79M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
12
Holders Change
+3
Holders Change %
+33.33%
% of All Funds
0.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
3
Increased
5
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$16.5M
2
GS
GTS Securities
Florida
+$732K
3
Jane Street
Jane Street
New York
+$414K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$250K
5
UBS Group
UBS Group
Switzerland
+$146K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$35.3K
2
GC
Gratus Capital
Georgia
-$21

EQTY Hedge Fund Activity: Q2 2024 in Review

12 of the 6,938 institutional investors tracked by Wall St. Rank reported a position in Kovitz Core Equity ETF (EQTY) for Q2 2024, worth a combined $979M — up 0.59% from $973M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new EQTY positions and 0 closed out — a net gain of 3 holders — while 5 added to existing stakes and 2 trimmed.

The largest buyer was Kovitz Investment Group Partners, adding an estimated $16.5M. The largest seller was Susquehanna International Group, cutting an estimated $35.3K.

  • 12 institutional investors held Kovitz Core Equity ETF (EQTY) as of Q2 2024, up from 9 in Q1 2024.
  • Funds reported $979M of Kovitz Core Equity ETF stock for Q2 2024, up 0.59% quarter-over-quarter.
  • 3 funds opened new Kovitz Core Equity ETF positions in Q2 2024 and 0 closed out, a net change of +3 holders.
  • The largest Kovitz Core Equity ETF buyer in Q2 2024 was Kovitz Investment Group Partners, an estimated $16.5M added.
  • The largest Kovitz Core Equity ETF seller in Q2 2024 was Susquehanna International Group, an estimated $35.3K sold.

Based on aggregated 13F filings for Q2 2024.