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ELCV

Eventide High Dividend ETF

51 hedge funds and large institutions have $131M invested in Eventide High Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 34 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 10

7% more capital invested

Capital invested by funds: $122M → $131M (+$9.12M)

6.2% more ownership

Funds ownership: 78.8%85% (+6.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

6% less funds holding

Funds holding: 5451 (-3)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
51
Holders Change
-3
Holders Change %
-5.56%
% of All Funds
0.62%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
2
Increased
34
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
26
Merit Financial Group
Georgia
$492K +$65.8K +2,465 +15%
Jones Financial Companies
27
Jones Financial Companies
Missouri
$472K +$363K +13,582 +322%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$413K +$416K +15,558 New
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$398K +$95.1K +3,560 +31%
VFA
30
Values First Advisors
Tennessee
$347K +$121K +4,516 +53%
EH
31
Equitable Holdings
New York
$328K +$37.5K +1,403 +13%
FIA
32
Foundations Investment Advisors
Arizona
$310K -$19.4K -728 -6%
Betterment LLC
33
Betterment LLC
New York
$308K +$7.03K +263 +2%
SFS
34
Security Financial Services
Indiana
$281K +$57.5K +2,154 +26%
HighTower Advisors
35
HighTower Advisors
Illinois
$268K
KAS
36
Kestra Advisory Services
Texas
$256K +$33.5K +1,254 +15%
SA
37
Sanctuary Advisors
Indiana
$251K -$96.3K -3,606 -28%
CI
38
CX Institutional
Indiana
$249K +$193K +7,220 +331%
CWM
39
Cornerstone Wealth Management
Missouri
$231K +$427 +16 +0.2%
BFC
40
Bedel Financial Consulting
Indiana
$226K +$187 +7 +0.1%
OIS
41
OneAscent Investment Solutions
Alabama
$217K +$2.67K +100 +1%
PAW
42
Plan A Wealth
Nebraska
$209K -$73.1K -2,735 -26%
CF
43
Centaurus Financial
California
$123K +$2.06K +77 +2%
Osaic Holdings
44
Osaic Holdings
Arizona
$109K +$22K +824 +25%
BTI
45
Blue Trust Inc
Georgia
$80.2K
ACA
46
Aptus Capital Advisors
Alabama
$25.8K +$2.72K +102 +12%
LFA
47
LGT Financial Advisors
Texas
$9.87K
AssetMark Inc
48
AssetMark Inc
California
$8.25K
HI
49
Harbour Investments
Wisconsin
$6.37K -$10.1K -377 -61%
UBS Group
50
UBS Group
Switzerland
$1.86K -$27.7K -1,037 -94%

ELCV Hedge Fund Activity: Q4 2025 in Review

51 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Eventide High Dividend ETF (ELCV) for Q4 2025, worth a combined $131M — up 7.5% from $122M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of ELCV and 2 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 34 added.

The largest buyer was OneAscent Financial Services, adding an estimated $10.4M. The largest seller was CreativeOne Wealth, exiting entirely with an estimated $7.33M sold.

  • 51 institutional investors held Eventide High Dividend ETF (ELCV) as of Q4 2025, down from 54 in Q3 2025.
  • Funds reported $131M of Eventide High Dividend ETF stock for Q4 2025, up 7.5% quarter-over-quarter.
  • 2 funds opened new Eventide High Dividend ETF positions in Q4 2025 and 5 closed out, a net change of -3 holders.
  • The largest Eventide High Dividend ETF buyer in Q4 2025 was OneAscent Financial Services, an estimated $10.4M added.
  • The largest Eventide High Dividend ETF seller in Q4 2025 was CreativeOne Wealth, an estimated $7.33M sold.

Based on aggregated 13F filings for Q4 2025.