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Kovitz Core Equity ETF

12 hedge funds and large institutions have $1.16B invested in Kovitz Core Equity ETF in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

60% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 5

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
12
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$902K
2 +$12.7K
3 +$5.97K

Top Sellers

1 -$2.04M
2 -$1.31M
3 -$320K
4
FTUS
Flow Traders U.S.
New York
-$318K
5
HF
HRT Financial
New York
-$264K
Name Holding Trade Value Shares
Change
Change in
Stake
1
$1.15B
2
$3.66M
3
$2.28M
4
$1.74M
5
$1.59M
6
$587K
7
$274K
8
$201K
9
$97.8K
10
$41.1K
11
$6.41K
12
$6.11K
13
14
15