ESN
Essential 40 Stock ETF
ESN
ESN
11 hedge funds and large institutions have $74.9M invested in Essential 40 Stock ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
Holders
11
Holders Change
+11
Holders Change %
–
% of All Funds
0.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
11
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
SA
1
Sanctuary Advisors
Indianapolis,
Indiana
|
$43.5M |
| 2 |
2
UBS Group
Zurich,
Switzerland
|
$14.8M |
| 3 |
KF
3
KKM Financial
Chicago,
Illinois
|
$8.77M |
| 4 |
4
Bank of New York Mellon
New York
|
$3.16M |
| 5 |
5
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$1.86M |
Top Sellers
No sellers this quarter
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
SA
1
Sanctuary Advisors
Indianapolis,
Indiana
| $43.5M | 2,784,749 | +2,784,749 | New |
|
|
2
UBS Group
Zurich,
Switzerland
| $14.8M | 996,686 | +996,686 | New |
|
|
KF
3
KKM Financial
Chicago,
Illinois
| $8.77M | 590,091 | +590,091 | New |
|
|
4
Bank of New York Mellon
New York
| $3.16M | 212,732 | +212,732 | New |
|
|
5
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| $1.86M | 124,839 | +124,839 | New |
|
|
GS
6
GTS Securities
New York
| $1.33M | 89,300 | +89,300 | New |
|
|
SC
7
Savoie Capital
Chicago,
Illinois
| $747K | 50,240 | +50,240 | New |
|
|
AF
8
Allworth Financial
Folsom,
California
| $270K | 17,577 | +17,577 | New |
|
|
NW
9
NewEdge Wealth
Pittsburgh,
Pennsylvania
| $249K | 16,751 | +16,751 | New |
|
|
AI
10
Atria Investments
Charlotte,
North Carolina
| $216K | 14,566 | +14,566 | New |
|
11
Osaic Holdings
Scottsdale,
Arizona
| $5.57K | 375 | +375 | New |
|
|
CFGS
12
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|