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ELCV

Eventide High Dividend ETF

42 hedge funds and large institutions have $120M invested in Eventide High Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

300% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 6

44% more capital invested

Capital invested by funds: $83.7M → $120M (+$36.6M)

27% more funds holding

Funds holding: 3342 (+9)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4.11% less ownership

Funds ownership: 93.35%89.25% (-4.1%)

Holders
42
Holders Change
+9
Holders Change %
+27.27%
% of All Funds
0.55%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
24
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
1
Faithward Advisors
Pennsylvania
$23.1M +$1.23M +50,502 +6%
OFS
2
OneAscent Financial Services
Alabama
$22.9M +$4.7M +193,153 +27%
CFD
3
Creative Financial Designs
Indiana
$13M +$12.1M +495,481 +3,276%
AI
4
Atria Investments
North Carolina
$8.49M +$1.38M +56,513 +20%
CW
5
CreativeOne Wealth
Kansas
$6.95M +$266K +10,941 +4%
OWM
6
OneAscent Wealth Management
Alabama
$6.72M +$619K +25,417 +11%
OCFG
7
O'Connor Financial Group
Illinois
$5.38M +$5.11M +209,941 New
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$4.35M +$664K +27,273 +19%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$3.34M +$385K +15,788 +14%
PFG
10
PAX Financial Group
Texas
$3.3M -$740K -30,396 -19%
LPL Financial
11
LPL Financial
California
$3.14M +$1.97M +80,948 +190%
LI
12
LVZ Inc
Michigan
$2.99M -$87.9K -3,609 -3%
VA
13
Valmark Advisers
Ohio
$1.74M +$982K +40,310 +144%
FHC
14
First Heartland Consultants
Missouri
$1.33M +$416K +17,094 +49%
GWM
15
Geneos Wealth Management
Colorado
$1.14M +$1.09M +44,958 New
SFSG
16
Sound Financial Strategies Group
Mississippi
$1.12M -$42.6K -1,748 -4%
SA
17
Sanctuary Advisors
Indiana
$961K +$921K +37,823 New
SEM
18
Strategic Equity Management
Arizona
$959K +$171K +7,010 +23%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$944K +$905K +37,178 New
OFO
20
OneAscent Family Office
Alabama
$893K +$28.4K +1,165 +3%
EWA
21
EverSource Wealth Advisors
Alabama
$833K +$9.94K +408 +1%
SF
22
SageOak Financial
Oklahoma
$803K +$770K +31,609 New
GS
23
GTS Securities
New York
$794K +$209K +8,565 +38%
MI
24
Moneywise Inc
Virginia
$770K +$34.2K +1,405 +5%
AC
25
AIFG Consultants
New York
$750K +$719K +29,518 New

ELCV Hedge Fund Activity: Q2 2025 in Review

42 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Eventide High Dividend ETF (ELCV) for Q2 2025, worth a combined $120M — up 44% from $83.7M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ELCV positions and 3 closed out — a net gain of 9 holders — while 24 added to existing stakes and 6 trimmed.

The largest buyer was Creative Financial Designs, adding an estimated $12.1M. The largest seller was Kestra Advisory Services, cutting an estimated $1.05M.

  • 42 institutional investors held Eventide High Dividend ETF (ELCV) as of Q2 2025, up from 33 in Q1 2025.
  • Funds reported $120M of Eventide High Dividend ETF stock for Q2 2025, up 44% quarter-over-quarter.
  • 12 funds opened new Eventide High Dividend ETF positions in Q2 2025 and 3 closed out, a net change of +9 holders.
  • The largest Eventide High Dividend ETF buyer in Q2 2025 was Creative Financial Designs, an estimated $12.1M added.
  • The largest Eventide High Dividend ETF seller in Q2 2025 was Kestra Advisory Services, an estimated $1.05M sold.

Based on aggregated 13F filings for Q2 2025.