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GKAT

Scharf Global Opportunity ETF

6 hedge funds and large institutions have $118M invested in Scharf Global Opportunity ETF in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

4% more capital invested

Capital invested by funds: $113M → $118M (+$4.9M)

3.29% less ownership

Funds ownership: 82.12%78.83% (-3.3%)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

33% less funds holding

Funds holding: 96 (-3)

Holders
6
Holders Change
-3
Holders Change %
-33.33%
% of All Funds
0.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
2
Reduced
1
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
1
Scharf Investments
California
$115M +$7.02M +166,909 +6%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$826K +$168 +4 +0%
RYIA
3
Roehl & Yi Investment Advisors
Oregon
$733K -$24K -570 -3%
Jane Street
4
Jane Street
New York
$713K +$734K +17,460 New
MOS
5
MGO One Seven
Ohio
$232K +$238K +5,669 New
BPA
6
Beacon Pointe Advisors
California
$217K +$223K +5,301 New
Citadel Advisors
7
Citadel Advisors
Florida
-$1.72M -41,965 Closed
VF
8
Virtu Financial
New York
-$737K -18,002 Closed
FFA
9
Farther Finance Advisors
California
-$71.6K -1,750 Closed
UBS Group
10
UBS Group
Switzerland
-$23.5K -575 Closed

GKAT Hedge Fund Activity: Q1 2026 in Review

6 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Scharf Global Opportunity ETF (GKAT) for Q1 2026, worth a combined $118M — up 4.3% from $113M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of GKAT and 3 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 2 added.

The largest buyer was Scharf Investments, adding an estimated $7.02M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.72M sold.

  • 6 institutional investors held Scharf Global Opportunity ETF (GKAT) as of Q1 2026, down from 9 in Q4 2025.
  • Funds reported $118M of Scharf Global Opportunity ETF stock for Q1 2026, up 4.3% quarter-over-quarter.
  • 3 funds opened new Scharf Global Opportunity ETF positions in Q1 2026 and 4 closed out, a net change of -1 holder.
  • The largest Scharf Global Opportunity ETF buyer in Q1 2026 was Scharf Investments, an estimated $7.02M added.
  • The largest Scharf Global Opportunity ETF seller in Q1 2026 was Citadel Advisors, an estimated $1.72M sold.

Based on aggregated 13F filings for Q1 2026.