ESN
Essential 40 Stock ETF
ESN
ESN
13 hedge funds and large institutions have $63.7M invested in Essential 40 Stock ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
12.92% more ownership
Funds ownership: 40.26% → 53.17% (+13%)
Holders
13
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$26.1M | |
| 2 | +$2.05M | |
| 3 | +$993K | |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$691K |
| 5 |
Rockefeller Capital Management
New York
|
+$676K |
Top Sellers
| 1 | -$1.3M | |
| 2 | -$687K | |
| 3 | -$257K | |
| 4 |
Bank of New York Mellon
New York
|
-$32.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| $28.1M |
|
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2
UBS Group
Zurich,
Switzerland
| $15.4M |
|
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|
KF
3
KKM Financial
Chicago,
Illinois
| $9.5M |
|
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|
AI
4
Atria Investments
Charlotte,
North Carolina
| $4.78M |
|
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|
5
Bank of New York Mellon
New York
| $2.05M |
|
|||
6
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $993K |
|
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|
SC
7
Savoie Capital
Chicago,
Illinois
| $806K |
|
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|
HI
8
Harbour Investments
Madison,
Wisconsin
| $691K |
|
|||
|
9
Rockefeller Capital Management
New York
| $676K |
|
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|
GS
10
GTS Securities
New York
| $447K |
|
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|
AF
11
Allworth Financial
Folsom,
California
| $313K |
|
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12
JPMorgan Chase & Co
New York
| $16.2K |
|
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13
Osaic Holdings
Scottsdale,
Arizona
| $5.57K |
|
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|
NW
14
NewEdge Wealth
Pittsburgh,
Pennsylvania
| – |
|