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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$16.5M |
| 2 |
GS
GTS Securities
New York
|
+$732K |
| 3 |
Jane Street
New York
|
+$414K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$250K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$146K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$35.3K |
| 2 |
GC
Gratus Capital
Atlanta,
Georgia
|
-$21 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Kovitz Investment Group Partners
Chicago,
Illinois
| $974M | +$16.5M | +767,168 | +2% |
|
|
GC
2
Gratus Capital
Atlanta,
Georgia
| $2.2M | -$21 | -1 | -0% |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $784K | +$250K | +11,635 | +47% |
|
|
GS
4
GTS Securities
New York
| $739K | +$732K | +34,133 | New |
|
5
Citadel Advisors
Miami,
Florida
| $499K | +$49.7K | +2,318 | +11% |
|
|
6
Jane Street
New York
| $418K | +$414K | +19,306 | New |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $227K | -$35.3K | -1,644 | -14% |
|
|
8
UBS Group
Zurich,
Switzerland
| $170K | +$146K | +6,791 | +630% |
|
9
Morgan Stanley
New York
| $84.8K | – | – | – |
|
|
GEA
10
Glen Eagle Advisors
Kingston,
New Jersey
| $35.5K | +$9.65K | +450 | +38% |
|
11
Osaic Holdings
Scottsdale,
Arizona
| $5.29K | – | – | – |
|
|
S
12
SignatureFD
Atlanta,
Georgia
| $4.78K | +$4.74K | +221 | New |
|
EQTY Hedge Fund Activity: Q2 2024 in Review
12 of the 6,929 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.