We are live on ! Find out more
EQTY icon

Kovitz Core Equity ETF
EQTY

14 hedge funds and large institutions have $1.07B invested in Kovitz Core Equity ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

17% more funds holding

Funds holding: 12 → 14 (+2)

0.33% more ownership

Funds ownership: 92.36% → 92.69% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less capital invested

Capital invested by funds: $1.1B → $1.07B (-$21.5M)

Holders
14
Holders Change
+2
Holders Change %
+16.67%
% of All Funds
0.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
5
Reduced
1
Closed
2
Calls
$6K
Puts
–
Net Calls
+$6K
Net Calls Change
-$1K

Top Buyers

Rank Fund Capital Flow
1
GS
GTS Securities
New York
+$3.28M
2
UBS Group
UBS Group
Switzerland
+$1.68M
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$699K
4
Northern Trust
Northern Trust
Illinois
+$597K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$488K

Top Sellers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.37M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$123K
3
PPWM
PFG Private Wealth Management
Florida
-$5.63K
Name Holding Trade Value Shares
Change 		Change in
Stake
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$1.06B +$699K +28,909 +0.1%
GS
2
GTS Securities
New York
$3.5M +$3.28M +135,600 +886%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.49M +$488K +20,194 +23%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$2.11M +$5.39K +223 +0.2%
UBS Group
5
UBS Group
Switzerland
$1.76M +$1.68M +69,624 +1,094%
Northern Trust
6
Northern Trust
Illinois
$572K +$597K +24,674 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$531K -$123K -5,101 -18%
FTUS
8
Flow Traders U.S.
New York
$318K +$332K +13,724 New
HF
9
HRT Financial
New York
$264K +$275K +11,385 New
Citadel Advisors
10
Citadel Advisors
Florida
$223K +$232K +9,607 New
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$186K – – –
Morgan Stanley
12
Morgan Stanley
New York
$90.5K – – –
GEA
13
Glen Eagle Advisors
New Jersey
$38K – – –
Osaic Holdings
14
Osaic Holdings
Arizona
$5.66K – – –
Bank of New York Mellon
15
Bank of New York Mellon
New York
– -$2.37M -99,744 Closed
PPWM
16
PFG Private Wealth Management
Florida
– -$5.63K -237 Closed

EQTY Hedge Fund Activity: Q1 2025 in Review

14 of the 7,463 institutional investors tracked by Wall St. Rank reported a position in Kovitz Core Equity ETF (EQTY) for Q1 2025, worth a combined $1.07B — down 2% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new EQTY positions and 2 closed out — a net gain of 2 holders — while 5 added to existing stakes and 1 trimmed.

The largest buyer was GTS Securities, adding an estimated $3.28M. The largest seller was Bank of New York Mellon, exiting entirely with an estimated $2.37M sold.

  • 14 institutional investors held Kovitz Core Equity ETF (EQTY) as of Q1 2025, up from 12 in Q4 2024.
  • Funds reported $1.07B of Kovitz Core Equity ETF stock for Q1 2025, down 2% quarter-over-quarter.
  • 4 funds opened new Kovitz Core Equity ETF positions in Q1 2025 and 2 closed out, a net change of +2 holders.
  • The largest Kovitz Core Equity ETF buyer in Q1 2025 was GTS Securities, an estimated $3.28M added.
  • The largest Kovitz Core Equity ETF seller in Q1 2025 was Bank of New York Mellon, an estimated $2.37M sold.

Based on aggregated 13F filings for Q1 2025.