Kovitz Core Equity ETF
EQTY
23 hedge funds and large institutions have $1.25B invested in Kovitz Core Equity ETF in 2026 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 0 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
21% more funds holding
Funds holding: 19 → 23 (+4)
8% more capital invested
Capital invested by funds: $1.15B → $1.25B (+$96.2M)
3.6% less ownership
Funds ownership: 94.07% → 90.47% (-3.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Permanent Capital Management
Chicago,
Illinois
|
+$3.77M |
| 2 |
HF
HRT Financial
New York
|
+$1.16M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$428K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$319K |
| 5 |
JP Morgan Chase
New York
|
+$276K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$19M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.4M |
| 3 |
GS
GTS Securities
Miami,
Florida
|
-$324K |
| 4 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$40.7K |
EQTY Hedge Fund Activity: Q2 2026 in Review
23 of the 8,344 institutional investors tracked by Wall St. Rank reported a position in Kovitz Core Equity ETF (EQTY) for Q2 2026, worth a combined $1.25B — up 8.4% from $1.15B a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new EQTY positions and 0 closed out — a net gain of 4 holders — while 5 added to existing stakes and 4 trimmed.
The largest buyer was Permanent Capital Management, opening a new position worth an estimated $3.77M. The largest seller was Focus Partners Wealth, cutting an estimated $19M.
- 23 institutional investors held Kovitz Core Equity ETF (EQTY) as of Q2 2026, up from 19 in Q1 2026.
- Funds reported $1.25B of Kovitz Core Equity ETF stock for Q2 2026, up 8.4% quarter-over-quarter.
- 4 funds opened new Kovitz Core Equity ETF positions in Q2 2026 and 0 closed out, a net change of +4 holders.
- The largest Kovitz Core Equity ETF buyer in Q2 2026 was Permanent Capital Management, an estimated $3.77M added.
- The largest Kovitz Core Equity ETF seller in Q2 2026 was Focus Partners Wealth, an estimated $19M sold.
Based on aggregated 13F filings for Q2 2026.