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ELCV

Eventide High Dividend ETF

54 hedge funds and large institutions have $122M invested in Eventide High Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

29% more funds holding

Funds holding: 4254 (+12)

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

2% more capital invested

Capital invested by funds: $120M → $122M (+$2M)

10.44% less ownership

Funds ownership: 89.25%78.8% (-10%)

Holders
54
Holders Change
+12
Holders Change %
+28.57%
% of All Funds
0.71%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
18
Increased
17
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OFS
1
OneAscent Financial Services
Alabama
$18.2M -$5.76M -220,594 -24%
FA
2
Faithward Advisors
Pennsylvania
$14.5M -$9.51M -364,370 -40%
CFD
3
Creative Financial Designs
Indiana
$14.4M +$737K +28,251 +6%
BFS
4
Bare Financial Services
Pennsylvania
$9.22M +$9M +344,928 New
AI
5
Atria Investments
North Carolina
$8.44M -$486K -18,618 -6%
OWM
6
OneAscent Wealth Management
Alabama
$7.47M +$383K +14,679 +6%
CW
7
CreativeOne Wealth
Kansas
$7.33M +$12.1K +462 +0.2%
OCFG
8
O'Connor Financial Group
Illinois
$5.55M -$65.6K -2,515 -1%
LPL Financial
9
LPL Financial
California
$5.12M +$1.77M +67,942 +55%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$4.65M +$87.9K +3,369 +2%
LI
11
LVZ Inc
Michigan
$4.22M +$1.04M +39,867 +34%
PFG
12
PAX Financial Group
Texas
$3.5M +$26.7K +1,022 +0.8%
VA
13
Valmark Advisers
Ohio
$2.02M +$186K +7,131 +10%
SEM
14
Strategic Equity Management
Arizona
$1.6M +$578K +22,144 +59%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.51M -$1.95M -74,754 -57%
FHC
16
First Heartland Consultants
Missouri
$1.39M -$7.15K -274 -0.5%
MI
17
Moneywise Inc
Virginia
$1.32M +$501K +19,191 +63%
SFSG
18
Sound Financial Strategies Group
Mississippi
$1.16M -$26.1K -999 -2%
4WM
19
49 Wealth Management
Texas
$1.07M +$316K +12,123 +44%
EWA
20
EverSource Wealth Advisors
Alabama
$965K +$85.3K +3,269 +10%
SF
21
SageOak Financial
Oklahoma
$855K +$9.53K +365 +1%
OFO
22
OneAscent Family Office
Alabama
$774K -$162K -6,216 -18%
AC
23
AIFG Consultants
New York
$704K -$83.7K -3,209 -11%
IA
24
IFP Advisors
Florida
$581K +$16.3K +625 +3%
MFG
25
Merit Financial Group
Georgia
$430K +$419K +16,074 New

ELCV Hedge Fund Activity: Q3 2025 in Review

54 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Eventide High Dividend ETF (ELCV) for Q3 2025, worth a combined $122M — up 1.7% from $120M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new ELCV positions and 6 closed out — a net gain of 12 holders — while 17 added to existing stakes and 14 trimmed.

The largest buyer was Bare Financial Services, opening a new position worth an estimated $9M. The largest seller was Faithward Advisors, cutting an estimated $9.51M.

  • 54 institutional investors held Eventide High Dividend ETF (ELCV) as of Q3 2025, up from 42 in Q2 2025.
  • Funds reported $122M of Eventide High Dividend ETF stock for Q3 2025, up 1.7% quarter-over-quarter.
  • 18 funds opened new Eventide High Dividend ETF positions in Q3 2025 and 6 closed out, a net change of +12 holders.
  • The largest Eventide High Dividend ETF buyer in Q3 2025 was Bare Financial Services, an estimated $9M added.
  • The largest Eventide High Dividend ETF seller in Q3 2025 was Faithward Advisors, an estimated $9.51M sold.

Based on aggregated 13F filings for Q3 2025.