Kovitz Core Equity ETF
EQTY
12 hedge funds and large institutions have $1.18B invested in Kovitz Core Equity ETF in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.
2% more capital invested
Capital invested by funds: $1.16B → $1.18B (+$28.3M)
0.08% more ownership
Funds ownership: 93.06% → 93.14% (+0.08%)
0% more funds holding
Funds holding: 12 → 12 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$888K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$532K |
| 3 |
SG
StoneX Group
New York
|
+$353K |
| 4 |
Morgan Stanley
New York
|
+$26 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.1M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$587K |
| 3 |
GS
GTS Securities
New York
|
-$474K |
| 4 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$420K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Kovitz Investment Group Partners
Chicago,
Illinois
| $1.17B | -$420K | -16,388 | -0% |
|
|
2
Royal Bank of Canada
Toronto,
Ontario, Canada
| $4.28M | +$532K | +20,726 | +14% |
|
3
Focus Partners Wealth
Boston,
Massachusetts
| $2.34M | – | – | – |
|
|
GS
4
GTS Securities
New York
| $1.15M | -$474K | -18,479 | -29% |
|
|
5
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $1.09M | +$888K | +34,611 | +431% |
|
|
6
UBS Group
Zurich,
Switzerland
| $683K | -$1.1M | -43,057 | -62% |
|
|
SG
7
StoneX Group
New York
| $354K | +$353K | +13,782 | New |
|
8
Northern Trust
Chicago,
Illinois
| $281K | – | – | – |
|
|
9
Morgan Stanley
New York
| $100K | +$26 | +1 | +0% |
|
|
GEA
10
Glen Eagle Advisors
Kingston,
New Jersey
| $42.1K | – | – | – |
|
|
GSWM
11
Golden State Wealth Management
Santa Ana,
California
| $6.57K | – | – | – |
|
12
Osaic Holdings
Scottsdale,
Arizona
| $6.31K | – | – | – |
|
|
13
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$587K | -23,459 | Closed |
|
EQTY Hedge Fund Activity: Q3 2025 in Review
12 of the 7,629 institutional investors tracked by Wall St. Rank reported a position in Kovitz Core Equity ETF (EQTY) for Q3 2025, worth a combined $1.18B — up 2.5% from $1.16B a quarter earlier.
Fund positioning in EQTY was balanced in Q3 2025: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 3 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $888K. The largest seller was UBS Group, cutting an estimated $1.1M.
- 12 institutional investors held Kovitz Core Equity ETF (EQTY) as of Q3 2025, unchanged from Q2 2025.
- Funds reported $1.18B of Kovitz Core Equity ETF stock for Q3 2025, up 2.5% quarter-over-quarter.
- 1 fund opened new Kovitz Core Equity ETF positions in Q3 2025 and 1 closed out, a net change of 0 holders.
- The largest Kovitz Core Equity ETF buyer in Q3 2025 was Northwestern Mutual Wealth Management, an estimated $888K added.
- The largest Kovitz Core Equity ETF seller in Q3 2025 was UBS Group, an estimated $1.1M sold.
Based on aggregated 13F filings for Q3 2025.