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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
Miami,
Florida
|
+$3.28M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.68M |
| 3 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$699K |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$597K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$488K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$2.37M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$123K |
| 3 |
PPWM
PFG Private Wealth Management
Lutz,
Florida
|
-$5.63K |
EQTY Hedge Fund Activity: Q1 2025 in Review
14 of the 7,476 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.