Kovitz Core Equity ETF
EQTY
14 hedge funds and large institutions have $1.23B invested in Kovitz Core Equity ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
17% more funds holding
Funds holding: 12 → 14 (+2)
4% more capital invested
Capital invested by funds: $1.18B → $1.23B (+$43M)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
0.02% less ownership
Funds ownership: 93.14% → 93.12% (-0.02%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$1.18B |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$2.91M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.29M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$197K |
| 5 |
GS
GTS Securities
Miami,
Florida
|
+$124K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$1.17B |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$909K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$681K |
| 4 |
SG
StoneX Group
New York
|
-$354K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$48.4K |
EQTY Hedge Fund Activity: Q4 2025 in Review
14 of the 8,281 institutional investors tracked by Wall St. Rank reported a position in Kovitz Core Equity ETF (EQTY) for Q4 2025, worth a combined $1.23B — up 3.6% from $1.18B a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new EQTY positions and 2 closed out — a net gain of 2 holders — while 3 added to existing stakes and 3 trimmed.
The largest buyer was Focus Partners Wealth, adding an estimated $1.18B. The largest seller was Kovitz Investment Group Partners, exiting entirely with an estimated $1.17B sold.
- 14 institutional investors held Kovitz Core Equity ETF (EQTY) as of Q4 2025, up from 12 in Q3 2025.
- Funds reported $1.23B of Kovitz Core Equity ETF stock for Q4 2025, up 3.6% quarter-over-quarter.
- 4 funds opened new Kovitz Core Equity ETF positions in Q4 2025 and 2 closed out, a net change of +2 holders.
- The largest Kovitz Core Equity ETF buyer in Q4 2025 was Focus Partners Wealth, an estimated $1.18B added.
- The largest Kovitz Core Equity ETF seller in Q4 2025 was Kovitz Investment Group Partners, an estimated $1.17B sold.
Based on aggregated 13F filings for Q4 2025.