ESN
Essential 40 Stock ETF
ESN
ESN
12 hedge funds and large institutions have $63.3M invested in Essential 40 Stock ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
1% less capital invested
Capital invested by funds: $63.7M → $63.3M (-$395K)
12.7% less ownership
Funds ownership: 53.17% → 40.46% (-13%)
Holders
12
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$16.2M | |
| 2 | +$4.89M | |
| 3 | +$2.65M | |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$2M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.06M |
Top Sellers
| 1 | -$1.25M | |
| 2 | -$447K | |
| 3 | -$27.3K | |
| 4 |
JP Morgan Chase
New York
|
-$16.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAS
1
Breakthru Advisory Services
Muskego,
Wisconsin
| $16.2M |
|
|||
2
UBS Group
Zurich,
Switzerland
| $15.1M |
|
|||
|
KF
3
KKM Financial
Chicago,
Illinois
| $10.1M |
|
|||
|
AI
4
Atria Investments
Charlotte,
North Carolina
| $7.08M |
|
|||
|
HI
5
Harbour Investments
Madison,
Wisconsin
| $5.62M |
|
|||
6
Rockefeller Capital Management
New York
| $3.37M |
|
|||
7
Bank of New York Mellon
New York
| $2.18M |
|
|||
8
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $1.08M |
|
|||
|
9
LPL Financial
San Diego,
California
| $1.06M |
|
|||
|
EH
10
Equitable Holdings
New York
| $693K |
|
|||
|
QPW
11
Quantum Private Wealth
Tampa,
Florida
| $529K |
|
|||
12
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $341K |
|
|||
|
GS
13
GTS Securities
New York
| – |
|
|||
|
14
JP Morgan Chase
New York
| – |
|