Kovitz Core Equity ETF
EQTY
12 hedge funds and large institutions have $1.1B invested in Kovitz Core Equity ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
33% more funds holding
Funds holding: 9 → 12 (+3)
3% more capital invested
Capital invested by funds: $1.07B → $1.1B (+$27.6M)
0.7% more ownership
Funds ownership: 91.66% → 92.36% (+0.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$2.39M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$998K |
| 3 |
GS
GTS Securities
New York
|
+$367K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$38.9K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$5.84K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$2.09M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$324K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$252K |
| 4 |
Morgan Stanley
New York
|
-$287 |
| 5 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$48 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Kovitz Investment Group Partners
Chicago,
Illinois
| $1.09B | -$2.09M | -87,416 | -0.2% |
|
|
2
Bank of New York Mellon
New York
| $2.37M | +$2.39M | +99,744 | New |
|
|
3
Focus Partners Wealth
Boston,
Massachusetts
| $2.16M | -$48 | -2 | -0% |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2.07M | +$998K | +41,672 | +91% |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $666K | -$252K | -10,509 | -27% |
|
|
GS
6
GTS Securities
New York
| $364K | +$367K | +15,311 | New |
|
7
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $191K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $151K | +$38.9K | +1,626 | +34% |
|
|
9
Morgan Stanley
New York
| $92.8K | -$287 | -12 | -0.3% |
|
|
GEA
10
Glen Eagle Advisors
Kingston,
New Jersey
| $39K | – | – | – |
|
|
11
Osaic Holdings
Scottsdale,
Arizona
| $5.8K | +$5.84K | +244 | New |
|
|
PPWM
12
PFG Private Wealth Management
Lutz,
Florida
| $5.63K | +$5.67K | +237 | New |
|
|
13
Citadel Advisors
Miami,
Florida
| – | -$324K | -13,928 | Closed |
|
EQTY Hedge Fund Activity: Q4 2024 in Review
12 of the 7,597 institutional investors tracked by Wall St. Rank reported a position in Kovitz Core Equity ETF (EQTY) for Q4 2024, worth a combined $1.1B — up 2.6% from $1.07B a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new EQTY positions and 1 closed out — a net gain of 3 holders — while 2 added to existing stakes and 4 trimmed.
The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $2.39M. The largest seller was Kovitz Investment Group Partners, cutting an estimated $2.09M.
- 12 institutional investors held Kovitz Core Equity ETF (EQTY) as of Q4 2024, up from 9 in Q3 2024.
- Funds reported $1.1B of Kovitz Core Equity ETF stock for Q4 2024, up 2.6% quarter-over-quarter.
- 4 funds opened new Kovitz Core Equity ETF positions in Q4 2024 and 1 closed out, a net change of +3 holders.
- The largest Kovitz Core Equity ETF buyer in Q4 2024 was Bank of New York Mellon, an estimated $2.39M added.
- The largest Kovitz Core Equity ETF seller in Q4 2024 was Kovitz Investment Group Partners, an estimated $2.09M sold.
Based on aggregated 13F filings for Q4 2024.