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Kovitz Core Equity ETF
EQTY

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

8% more capital invested

Capital invested by funds: $1.07B → $1.16B (+$81.7M)

0.37% more ownership

Funds ownership: 92.69% → 93.06% (+0.37%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

14% less funds holding

Funds holding: 14 → 12 (-2)

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
-2
Holders Change %
-14.29%
% of All Funds
0.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
1
Increased
2
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$902K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$12.7K
3
GSWM
Golden State Wealth Management
California
+$5.97K

Top Sellers

Rank Fund Capital Flow
1
GS
GTS Securities
New York
-$2.04M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$1.31M
3
Northern Trust
Northern Trust
Illinois
-$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
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$1.15B -$1.31M -55,939 -0.1%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.66M +$902K +38,646 +36%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$2.28M -$23 -1 -0%
UBS Group
4
UBS Group
Switzerland
$1.74M -$147K -6,314 -8%
GS
5
GTS Securities
New York
$1.59M -$2.04M -87,574 -58%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$587K +$12.7K +543 +2%
Northern Trust
7
Northern Trust
Illinois
$274K -$320K -13,724 -56%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$201K – – –
Morgan Stanley
9
Morgan Stanley
New York
$97.8K – – –
GEA
10
Glen Eagle Advisors
New Jersey
$41.1K – – –
GSWM
11
Golden State Wealth Management
California
$6.41K +$5.97K +256 New
Osaic Holdings
12
Osaic Holdings
Arizona
$6.11K – – –
FTUS
13
Flow Traders U.S.
New York
– -$318K -13,724 Closed
HF
14
HRT Financial
New York
– -$264K -11,385 Closed
Citadel Advisors
15
Citadel Advisors
Florida
– -$223K -9,607 Closed

EQTY Hedge Fund Activity: Q2 2025 in Review

12 of the 7,603 institutional investors tracked by Wall St. Rank reported a position in Kovitz Core Equity ETF (EQTY) for Q2 2025, worth a combined $1.16B — up 7.6% from $1.07B a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of EQTY and 1 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 2 added.

The largest buyer was Royal Bank of Canada, adding an estimated $902K. The largest seller was GTS Securities, cutting an estimated $2.04M.

  • 12 institutional investors held Kovitz Core Equity ETF (EQTY) as of Q2 2025, down from 14 in Q1 2025.
  • Funds reported $1.16B of Kovitz Core Equity ETF stock for Q2 2025, up 7.6% quarter-over-quarter.
  • 1 fund opened new Kovitz Core Equity ETF positions in Q2 2025 and 3 closed out, a net change of -2 holders.
  • The largest Kovitz Core Equity ETF buyer in Q2 2025 was Royal Bank of Canada, an estimated $902K added.
  • The largest Kovitz Core Equity ETF seller in Q2 2025 was GTS Securities, an estimated $2.04M sold.

Based on aggregated 13F filings for Q2 2025.