Scharf ETF
KAT
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.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
5% more funds holding
Funds holding: 39 → 41 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.31% less ownership
Funds ownership: 74.36% → 74.05% (-0.31%)
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
Top Buyers
| 1 |
QCM
Quantinno Capital Management
New York
|
+$4.64M |
| 2 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
+$2.77M |
| 3 |
Jane Street
New York
|
+$1.24M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$907K |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$891K |
Top Sellers
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$8.48M |
| 2 |
SI
Scharf Investments
Los Gatos,
California
|
-$7.91M |
| 3 |
Morgan Stanley
New York
|
-$4.52M |
| 4 |
Corient Private Wealth
Miami,
Florida
|
-$3.45M |
| 5 |
Mariner
Overland Park,
Kansas
|
-$2.78M |
KAT Hedge Fund Activity: Q1 2026 in Review
41 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Scharf ETF (KAT) for Q1 2026, worth a combined $502M — down 6.5% from $537M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new KAT positions and 2 closed out — a net gain of 4 holders — while 5 added to existing stakes and 21 trimmed.
The largest buyer was Quantinno Capital Management, opening a new position worth an estimated $4.64M. The largest seller was Focus Partners Wealth, cutting an estimated $8.48M.
- 41 institutional investors held Scharf ETF (KAT) as of Q1 2026, up from 39 in Q4 2025.
- Funds reported $502M of Scharf ETF stock for Q1 2026, down 6.5% quarter-over-quarter.
- 6 funds opened new Scharf ETF positions in Q1 2026 and 2 closed out, a net change of +4 holders.
- The largest Scharf ETF buyer in Q1 2026 was Quantinno Capital Management, an estimated $4.64M added.
- The largest Scharf ETF seller in Q1 2026 was Focus Partners Wealth, an estimated $8.48M sold.
Based on aggregated 13F filings for Q1 2026.