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Kovitz Core Equity ETF
EQTY
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.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
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
Holders
12
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$888K | |
| 2 | +$532K | |
| 3 | +$353K | |
| 4 |
Morgan Stanley
New York
|
+$26 |
Top Sellers
| 1 | -$1.1M | |
| 2 | -$587K | |
| 3 | -$474K | |
| 4 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$420K |