Kovitz Core Equity ETF
EQTY
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
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
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
Holding in Top 10
1
Calls
$6K
Puts
–
Top Buyers
| 1 | +$3.14M | |
| 2 | +$1.61M | |
| 3 | +$670K | |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$572K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$468K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Kovitz Investment Group Partners
Chicago,
Illinois
| $1.06B |
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|
GS
2
GTS Securities
New York
| $3.5M |
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|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2.49M |
|
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4
Focus Partners Wealth
Boston,
Massachusetts
| $2.11M |
|
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5
UBS Group
Zurich,
Switzerland
| $1.76M |
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|
6
Northern Trust
Chicago,
Illinois
| $572K |
|
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7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $531K |
|
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|
FTUS
8
Flow Traders U.S.
New York
| $318K |
|
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|
HF
9
HRT Financial
New York
| $264K |
|
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10
Citadel Advisors
Miami,
Florida
| $223K |
|
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11
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $186K |
|
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12
Morgan Stanley
New York
| $90.5K |
|
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|
GEA
13
Glen Eagle Advisors
Kingston,
New Jersey
| $38K |
|
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14
Osaic Holdings
Scottsdale,
Arizona
| $5.66K |
|
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15
Bank of New York Mellon
New York
| – |
|
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|
PPWM
16
PFG Private Wealth Management
Lutz,
Florida
| – |
|