Kovitz Core Equity ETF
EQTY
9 hedge funds and large institutions have $1.07B invested in Kovitz Core Equity ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 4 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
9% more capital invested
Capital invested by funds: $979M → $1.07B (+$89.2M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.9% less ownership
Funds ownership: 92.56% → 91.66% (-0.9%)
25% less funds holding
Funds holding: 12 → 9 (-3)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$20M |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$2.01M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$621K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$209K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$178K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$739K |
| 2 |
Jane Street
New York
|
-$418K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$202K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$69.4K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.29K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Kovitz Investment Group Partners
Chicago,
Illinois
| $1.06B | +$20M | +904,276 | +2% |
|
|
2
Focus Partners Wealth
Boston,
Massachusetts
| $2.11M | +$2.01M | +90,770 | New |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.06M | +$209K | +9,428 | +26% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $896K | +$621K | +28,040 | +267% |
|
|
5
Citadel Advisors
Miami,
Florida
| $324K | -$202K | -9,125 | -40% |
|
|
6
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $187K | +$178K | +8,025 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $110K | -$69.4K | -3,133 | -40% |
|
8
Morgan Stanley
New York
| $91K | – | – | – |
|
|
GEA
9
Glen Eagle Advisors
Kingston,
New Jersey
| $38.1K | – | – | – |
|
|
GS
10
GTS Securities
New York
| – | -$739K | -34,133 | Closed |
|
|
11
Jane Street
New York
| – | -$418K | -19,306 | Closed |
|
|
12
Osaic Holdings
Scottsdale,
Arizona
| – | -$5.29K | -244 | Closed |
|
|
S
13
SignatureFD
Atlanta,
Georgia
| – | -$4.78K | -221 | Closed |
|
EQTY Hedge Fund Activity: Q3 2024 in Review
9 of the 6,969 institutional investors tracked by Wall St. Rank reported a position in Kovitz Core Equity ETF (EQTY) for Q3 2024, worth a combined $1.07B — up 9.1% from $979M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of EQTY and 2 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 3 added.
The largest buyer was Kovitz Investment Group Partners, adding an estimated $20M. The largest seller was GTS Securities, exiting entirely with an estimated $739K sold.
- 9 institutional investors held Kovitz Core Equity ETF (EQTY) as of Q3 2024, down from 12 in Q2 2024.
- Funds reported $1.07B of Kovitz Core Equity ETF stock for Q3 2024, up 9.1% quarter-over-quarter.
- 2 funds opened new Kovitz Core Equity ETF positions in Q3 2024 and 4 closed out, a net change of -2 holders.
- The largest Kovitz Core Equity ETF buyer in Q3 2024 was Kovitz Investment Group Partners, an estimated $20M added.
- The largest Kovitz Core Equity ETF seller in Q3 2024 was GTS Securities, an estimated $739K sold.
Based on aggregated 13F filings for Q3 2024.