KAT

Scharf ETF

41 hedge funds and large institutions have $502M invested in Scharf ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 21 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

7% less capital invested

Capital invested by funds: $537M → $502M (-$34.9M)

76% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 21

Holders
41
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$8.48M
2 -$7.91M
3 -$4.52M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$3.45M
5
Mariner
Mariner
Kansas
-$2.78M