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ELCV

Eventide High Dividend ETF

51 hedge funds and large institutions have $138M invested in Eventide High Dividend ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 18

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

5% more capital invested

Capital invested by funds: $131M → $138M (+$7.13M)

0% more funds holding

Funds holding: 5151 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.65% less ownership

Funds ownership: 85%82.35% (-2.6%)

Holders
51
Holders Change
Holders Change %
0%
% of All Funds
0.63%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
22
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OFS
1
OneAscent Financial Services
Alabama
$28.1M -$2.93M -102,619 -10%
FA
2
Faithward Advisors
Pennsylvania
$15.8M +$216K +7,570 +1%
BFS
3
Bare Financial Services
Pennsylvania
$12.8M +$728K +25,464 +6%
CFD
4
Creative Financial Designs
Indiana
$10.1M -$6.11M -213,723 -38%
LPL Financial
5
LPL Financial
California
$8M +$810K +28,329 +11%
CW
6
CreativeOne Wealth
Kansas
$7.38M +$7.27M +254,471 New
OWM
7
OneAscent Wealth Management
Alabama
$7.06M -$1.15M -40,196 -14%
OCFG
8
O'Connor Financial Group
Illinois
$5.93M -$59.1K -2,068 -1%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$5.56M -$5.81M -203,238 -52%
LI
10
LVZ Inc
Michigan
$4.43M -$162K -5,679 -4%
PFG
11
PAX Financial Group
Texas
$3.98M -$36.6K -1,282 -0.9%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$2.66M +$426K +14,892 +19%
AI
13
Atria Investments
North Carolina
$2.49M -$263K -9,209 -10%
VA
14
Valmark Advisers
Ohio
$2.44M +$141K +4,923 +6%
SEM
15
Strategic Equity Management
Arizona
$2.15M +$138K +4,823 +7%
EWA
16
EverSource Wealth Advisors
Alabama
$1.77M +$699K +24,443 +67%
MI
17
Moneywise Inc
Virginia
$1.67M +$82.6K +2,890 +5%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$1.55M +$1.02M +35,674 +200%
SFSG
19
Sound Financial Strategies Group
Mississippi
$1.48M +$234K +8,190 +19%
4WM
20
49 Wealth Management
Texas
$1.17M -$38.9K -1,362 -3%
FHC
21
First Heartland Consultants
Missouri
$1.1M -$9.92K -347 -0.9%
SF
22
SageOak Financial
Oklahoma
$925K -$11.7K -409 -1%
DWS
23
Discipline Wealth Solutions
South Carolina
$803K +$791K +27,683 New
TWA
24
Tulsa Wealth Advisors
Oklahoma
$783K +$772K +26,999 New
OFO
25
OneAscent Family Office
Alabama
$751K -$144K -5,048 -16%

ELCV Hedge Fund Activity: Q1 2026 in Review

51 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Eventide High Dividend ETF (ELCV) for Q1 2026, worth a combined $138M — up 5.4% from $131M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ELCV positions and 7 closed out — a net gain of 1 holder — while 22 added to existing stakes and 18 trimmed.

The largest buyer was CreativeOne Wealth, opening a new position worth an estimated $7.27M. The largest seller was Creative Financial Designs, cutting an estimated $6.11M.

  • 51 institutional investors held Eventide High Dividend ETF (ELCV) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $138M of Eventide High Dividend ETF stock for Q1 2026, up 5.4% quarter-over-quarter.
  • 8 funds opened new Eventide High Dividend ETF positions in Q1 2026 and 7 closed out, a net change of +1 holder.
  • The largest Eventide High Dividend ETF buyer in Q1 2026 was CreativeOne Wealth, an estimated $7.27M added.
  • The largest Eventide High Dividend ETF seller in Q1 2026 was Creative Financial Designs, an estimated $6.11M sold.

Based on aggregated 13F filings for Q1 2026.