Kovitz Core Equity ETF
EQTY
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.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
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
Holders
12
Holding in Top 10
1
Calls
$7K
Puts
–
Top Buyers
| 1 | +$2.37M | |
| 2 | +$990K | |
| 3 | +$364K | |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$38.6K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$5.8K |
Top Sellers
| 1 | -$2.08M | |
| 2 | -$324K | |
| 3 | -$250K | |
| 4 |
Morgan Stanley
New York
|
-$285 |
| 5 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$48 |