Essential 40 Stock ETF
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.
91.89% more ownership
Funds ownership: 0% → 91.89% (+92%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
+$42.7M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$15.3M |
| 3 |
KF
KKM Financial
Chicago,
Illinois
|
+$9.06M |
| 4 |
Bank of New York Mellon
New York
|
+$3.26M |
| 5 |
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
+$1.92M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SA
1
Sanctuary Advisors
Indianapolis,
Indiana
| $43.5M | +$42.7M | +2,784,749 | New |
|
|
2
UBS Group
Zurich,
Switzerland
| $14.8M | +$15.3M | +996,686 | New |
|
|
KF
3
KKM Financial
Chicago,
Illinois
| $8.77M | +$9.06M | +590,091 | New |
|
|
4
Bank of New York Mellon
New York
| $3.16M | +$3.26M | +212,732 | New |
|
|
5
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| $1.86M | +$1.92M | +124,839 | New |
|
|
GS
6
GTS Securities
New York
| $1.33M | +$1.37M | +89,300 | New |
|
|
SC
7
Savoie Capital
Chicago,
Illinois
| $747K | +$771K | +50,240 | New |
|
|
AF
8
Allworth Financial
Folsom,
California
| $270K | +$270K | +17,577 | New |
|
|
NW
9
NewEdge Wealth
Pittsburgh,
Pennsylvania
| $249K | +$257K | +16,751 | New |
|
|
AI
10
Atria Investments
Charlotte,
North Carolina
| $216K | +$224K | +14,566 | New |
|
11
Osaic Holdings
Scottsdale,
Arizona
| $5.57K | +$5.75K | +375 | New |
|
ESN Hedge Fund Activity: Q4 2024 in Review
11 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Essential 40 Stock ETF (ESN) for Q4 2024, worth a combined $74.9M.
Buyers outnumbered sellers: 11 funds opened new ESN positions and 0 closed out — a net gain of 11 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Sanctuary Advisors, opening a new position worth an estimated $42.7M.
- 11 institutional investors held Essential 40 Stock ETF (ESN) as of Q4 2024, up from 0 in Q3 2024.
- Funds reported $74.9M of Essential 40 Stock ETF stock for Q4 2024.
- 11 funds opened new Essential 40 Stock ETF positions in Q4 2024 and 0 closed out, a net change of +11 holders.
- The largest Essential 40 Stock ETF buyer in Q4 2024 was Sanctuary Advisors, an estimated $42.7M added.
Based on aggregated 13F filings for Q4 2024.