Kovitz Core Equity ETF
EQTY
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.
Holders
9
Holders Change
-3
Holders Change %
-25%
% of All Funds
0.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
2
Increased
3
Reduced
2
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
GS
1
GTS Securities
New York
|
$0 |
| 2 |
2
Jane Street
New York
|
$0 |
| 3 |
3
Citadel Advisors
Miami,
Florida
|
$324K |
| 4 |
4
UBS Group
Zurich,
Switzerland
|
$110K |
| 5 |
5
Osaic Holdings
Scottsdale,
Arizona
|
$0 |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
1
Kovitz Investment Group Partners
Chicago,
Illinois
| $1.06B | 45,851,931 | +904,276 | +2% |
|
2
Focus Partners Wealth
Boston,
Massachusetts
| $2.11M | 90,770 | +90,770 | New |
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.06M | 45,595 | +9,428 | +26% |
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $896K | 38,526 | +28,040 | +267% |
|
|
5
Citadel Advisors
Miami,
Florida
| $324K | 13,928 | -9,125 | -40% |
|
6
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $187K | 8,025 | +8,025 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $110K | 4,736 | -3,133 | -40% |
|
8
Morgan Stanley
New York
| $91K | 3,915 | – | – |
|
|
GEA
9
Glen Eagle Advisors
Kingston,
New Jersey
| $38.1K | 1,640 | – | – |
|
|
GS
10
GTS Securities
New York
| – | – | -34,133 | Closed |
|
|
11
Jane Street
New York
| – | – | -19,306 | Closed |
|
|
12
Osaic Holdings
Scottsdale,
Arizona
| – | – | -244 | Closed |
|
|
S
13
SignatureFD
Atlanta,
Georgia
| – | – | -221 | Closed |
|
|
CFGS
14
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|