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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
OFS
1
OneAscent Financial Services
Alabama
$28.4M +$10.4M +390,953 +57%
CFD
2
Creative Financial Designs
Indiana
$14.9M +$633K +23,699 +4%
FA
3
Faithward Advisors
Pennsylvania
$14.3M -$142K -5,315 -1%
BFS
4
Bare Financial Services
Pennsylvania
$11M +$1.86M +69,623 +20%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$10.8M +$5.91M +221,398 +128%
OWM
6
OneAscent Wealth Management
Alabama
$7.52M +$114K +4,285 +2%
LPL Financial
7
LPL Financial
California
$6.57M +$1.5M +56,197 +29%
OCFG
8
O'Connor Financial Group
Illinois
$5.73M -$20.5K -767 -0.4%
LI
9
LVZ Inc
Michigan
$4.2M +$18.3K +684 +0.4%
PFG
10
PAX Financial Group
Texas
$3.67M +$202K +7,558 +6%
AI
11
Atria Investments
North Carolina
$2.52M -$5.89M -220,679 -70%
VA
12
Valmark Advisers
Ohio
$2.1M +$95.3K +3,566 +5%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.04M +$542K +20,278 +36%
SEM
14
Strategic Equity Management
Arizona
$1.84M +$248K +9,277 +15%
MI
15
Moneywise Inc
Virginia
$1.46M +$143K +5,344 +11%
SFSG
16
Sound Financial Strategies Group
Mississippi
$1.13M -$12.7K -475 -1%
4WM
17
49 Wealth Management
Texas
$1.11M +$49.2K +1,841 +5%
FHC
18
First Heartland Consultants
Missouri
$1.01M -$369K -13,829 -27%
EWA
19
EverSource Wealth Advisors
Alabama
$970K +$12.9K +483 +1%
SF
20
SageOak Financial
Oklahoma
$857K +$8.84K +331 +1%
OFO
21
OneAscent Family Office
Alabama
$822K +$53.9K +2,017 +7%
AC
22
AIFG Consultants
New York
$801K +$103K +3,872 +15%
GS
23
GTS Securities
New York
$712K +$448K +16,759 +167%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$693K +$697K +26,096 New
IA
25
IFP Advisors
Florida
$582K +$5.16K +193 +0.9%

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.