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ELCV

Eventide High Dividend ETF

33 hedge funds and large institutions have $83.7M invested in Eventide High Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

183% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 6

22% more funds holding

Funds holding: 2733 (+6)

21% more capital invested

Capital invested by funds: $69.2M → $83.7M (+$14.5M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

73.29% less ownership

Funds ownership: 166.64%93.35% (-73%)

Holders
33
Holders Change
+6
Holders Change %
+22.22%
% of All Funds
0.44%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
17
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
1
Faithward Advisors
Pennsylvania
$21.3M +$365K +14,307 +2%
OFS
2
OneAscent Financial Services
Alabama
$17.6M +$2.99M +117,088 +20%
AI
3
Atria Investments
North Carolina
$6.91M -$7M -274,641 -50%
CW
4
CreativeOne Wealth
Kansas
$6.54M +$4.82M +188,866 +256%
OWM
5
OneAscent Wealth Management
Alabama
$5.95M +$1.16M +45,469 +23%
PFG
6
PAX Financial Group
Texas
$3.99M +$220K +8,630 +6%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$3.55M +$3.25M +127,390 +843%
LI
8
LVZ Inc
Michigan
$3.02M +$3.1M +121,491 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$2.88M +$553K +21,671 +23%
KAS
10
Kestra Advisory Services
Texas
$1.45M +$447K +17,518 +43%
SFSG
11
Sound Financial Strategies Group
Mississippi
$1.14M +$1.17M +45,941 New
LPL Financial
12
LPL Financial
California
$1.06M +$1.09M +42,554 New
FHC
13
First Heartland Consultants
Missouri
$876K -$571K -22,378 -39%
OFO
14
OneAscent Family Office
Alabama
$846K +$372K +14,576 +75%
EWA
15
EverSource Wealth Advisors
Alabama
$806K +$805K +31,553 +3,770%
SEM
16
Strategic Equity Management
Arizona
$766K +$785K +30,760 New
MI
17
Moneywise Inc
Virginia
$719K +$737K +28,890 New
VA
18
Valmark Advisers
Ohio
$698K +$119K +4,664 +20%
4WM
19
49 Wealth Management
Texas
$646K +$295K +11,550 +80%
GS
20
GTS Securities
New York
$564K +$7.86K +308 +1%
RA
21
RFG Advisory
Alabama
$391K +$401K +15,703 New
CFD
22
Creative Financial Designs
Indiana
$376K +$99.1K +3,885 +35%
Jane Street
23
Jane Street
New York
$363K -$174K -6,834 -32%
Citadel Advisors
24
Citadel Advisors
Florida
$312K -$95.6K -3,747 -23%
PAW
25
Plan A Wealth
Nebraska
$301K +$72.2K +2,830 +31%

ELCV Hedge Fund Activity: Q1 2025 in Review

33 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Eventide High Dividend ETF (ELCV) for Q1 2025, worth a combined $83.7M — up 21% from $69.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ELCV positions and 2 closed out — a net gain of 6 holders — while 17 added to existing stakes and 6 trimmed.

The largest buyer was CreativeOne Wealth, adding an estimated $4.82M. The largest seller was Atria Investments, cutting an estimated $7M.

  • 33 institutional investors held Eventide High Dividend ETF (ELCV) as of Q1 2025, up from 27 in Q4 2024.
  • Funds reported $83.7M of Eventide High Dividend ETF stock for Q1 2025, up 21% quarter-over-quarter.
  • 8 funds opened new Eventide High Dividend ETF positions in Q1 2025 and 2 closed out, a net change of +6 holders.
  • The largest Eventide High Dividend ETF buyer in Q1 2025 was CreativeOne Wealth, an estimated $4.82M added.
  • The largest Eventide High Dividend ETF seller in Q1 2025 was Atria Investments, an estimated $7M sold.

Based on aggregated 13F filings for Q1 2025.