ELCV

Eventide High Dividend ETF
ELCV

Overview Fund Activity

32 hedge funds and large institutions have $83.4M invested in Eventide High Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
+6
Holders Change %
+23.08%
% of All Funds
0.43%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
16
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CW
CreativeOne Wealth
Kansas
+$4.7M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$3.17M
3
LI
LVZ Inc
Michigan
+$3.02M
4
OFS
OneAscent Financial Services
Alabama
+$2.92M
5
SFSG
Sound Financial Strategies Group
Mississippi
+$1.14M

Top Sellers

1
AI
Atria Investments
North Carolina
-$6.84M
2
HI
Harbour Investments
Wisconsin
-$871K
3
FHC
First Heartland Consultants
Missouri
-$557K
4
Jane Street
Jane Street
New York
-$170K
5
Citadel Advisors
Citadel Advisors
Florida
-$93.3K
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
1
Faithward Advisors
Pennsylvania
$21.3M +$356K +14,307 +2%
OFS
2
OneAscent Financial Services
Alabama
$17.6M +$2.92M +117,088 +20%
AI
3
Atria Investments
North Carolina
$6.91M -$6.84M -274,641 -50%
CW
4
CreativeOne Wealth
Kansas
$6.54M +$4.7M +188,866 +256%
OWM
5
OneAscent Wealth Management
Alabama
$5.95M +$1.13M +45,469 +23%
PFG
6
PAX Financial Group
Texas
$3.99M +$215K +8,630 +6%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$3.55M +$3.17M +127,390 +843%
LI
8
LVZ Inc
Michigan
$3.02M +$3.02M +121,491 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$2.88M +$539K +21,671 +23%
KAS
10
Kestra Advisory Services
Texas
$1.45M +$436K +17,518 +43%
SFSG
11
Sound Financial Strategies Group
Mississippi
$1.14M +$1.14M +45,941 New
LPL Financial
12
LPL Financial
California
$1.06M +$1.06M +42,554 New
FHC
13
First Heartland Consultants
Missouri
$876K -$557K -22,378 -39%
OFO
14
OneAscent Family Office
Alabama
$846K +$363K +14,576 +75%
EWA
15
EverSource Wealth Advisors
Alabama
$806K +$785K +31,553 +3,770%
SEM
16
Strategic Equity Management
Arizona
$766K +$766K +30,760 New
MI
17
Moneywise Inc
Virginia
$719K +$719K +28,890 New
VA
18
Valmark Advisers
Ohio
$698K +$116K +4,664 +20%
4WM
19
49 Wealth Management
Texas
$646K +$287K +11,550 +80%
GS
20
GTS Securities
New York
$564K +$7.67K +308 +1%
RA
21
RFG Advisory
Alabama
$391K +$391K +15,703 New
CFD
22
Creative Financial Designs
Indiana
$376K +$96.7K +3,885 +35%
Jane Street
23
Jane Street
New York
$363K -$170K -6,834 -32%
Citadel Advisors
24
Citadel Advisors
Florida
$312K -$93.3K -3,747 -23%
HighTower Advisors
25
HighTower Advisors
Illinois
$250K +$250K +10,037 New
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