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Kovitz Core Equity ETF
EQTY

Overview Fund Activity

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
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

1
GS
GTS Securities
New York
+$3.14M
2
UBS Group
UBS Group
Switzerland
+$1.61M
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$670K
4
Northern Trust
Northern Trust
Illinois
+$572K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$468K

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.37M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$118K
3
PPWM
PFG Private Wealth Management
Florida
-$5.63K
Name Holding Trade Value Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$1.06B +$670K +28,909 +0.1%
GS
2
GTS Securities
New York
$3.5M +$3.14M +135,600 +886%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.49M +$468K +20,194 +23%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$2.11M +$5.17K +223 +0.2%
UBS Group
5
UBS Group
Switzerland
$1.76M +$1.61M +69,624 +1,094%
Northern Trust
6
Northern Trust
Illinois
$572K +$572K +24,674 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$531K -$118K -5,101 -18%
FTUS
8
Flow Traders U.S.
New York
$318K +$318K +13,724 New
HF
9
HRT Financial
New York
$264K +$264K +11,385 New
Citadel Advisors
10
Citadel Advisors
Florida
$223K +$223K +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