Kovitz Core Equity ETF
EQTY
19 hedge funds and large institutions have $1.15B invested in Kovitz Core Equity ETF in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
36% more funds holding
Funds holding: 14 → 19 (+5)
0.96% more ownership
Funds ownership: 93.12% → 94.07% (+0.96%)
6% less capital invested
Capital invested by funds: $1.23B → $1.15B (-$75.9M)
80% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWA
Delta Wealth Advisors
Indianapolis,
Indiana
|
+$3.09M |
| 2 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$1.48M |
| 3 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
+$383K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$339K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$256K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$12.8M |
| 2 |
GS
GTS Securities
Miami,
Florida
|
-$476K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$208K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$203K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$20.4K |
EQTY Hedge Fund Activity: Q1 2026 in Review
19 of the 8,195 institutional investors tracked by Wall St. Rank reported a position in Kovitz Core Equity ETF (EQTY) for Q1 2026, worth a combined $1.15B — down 6.2% from $1.23B a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new EQTY positions and 2 closed out — a net gain of 5 holders — while 1 added to existing stakes and 5 trimmed.
The largest buyer was Delta Wealth Advisors, opening a new position worth an estimated $3.09M. The largest seller was Focus Partners Wealth, cutting an estimated $12.8M.
- 19 institutional investors held Kovitz Core Equity ETF (EQTY) as of Q1 2026, up from 14 in Q4 2025.
- Funds reported $1.15B of Kovitz Core Equity ETF stock for Q1 2026, down 6.2% quarter-over-quarter.
- 7 funds opened new Kovitz Core Equity ETF positions in Q1 2026 and 2 closed out, a net change of +5 holders.
- The largest Kovitz Core Equity ETF buyer in Q1 2026 was Delta Wealth Advisors, an estimated $3.09M added.
- The largest Kovitz Core Equity ETF seller in Q1 2026 was Focus Partners Wealth, an estimated $12.8M sold.
Based on aggregated 13F filings for Q1 2026.