ESN
Essential 40 Stock ETF
ESN
ESN
9 hedge funds and large institutions have $33.9M invested in Essential 40 Stock ETF in 2025 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
9
Holders Change
-2
Holders Change %
-18.18%
% of All Funds
0.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
–
Increased
3
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$2.38M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$655K |
| 3 |
KF
KKM Financial
Chicago,
Illinois
|
+$37.5K |
Top Sellers
| 1 |
Bank of New York Mellon
New York
|
-$1.27M |
| 2 |
GS
GTS Securities
New York
|
-$285K |
| 3 |
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
-$22.5K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.57K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
1
UBS Group
Zurich,
Switzerland
| $15.9M | +$655K | +42,696 | +4% |
|
|
KF
2
KKM Financial
Chicago,
Illinois
| $9.09M | +$37.5K | +2,447 | +0.4% |
|
|
AI
3
Atria Investments
Charlotte,
North Carolina
| $2.6M | +$2.38M | +155,208 | +1,066% |
|
|
4
Bank of New York Mellon
New York
| $1.99M | -$1.27M | -83,019 | -39% |
|
|
5
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| $1.89M | -$22.5K | -1,467 | -1% |
|
|
GS
6
GTS Securities
New York
| $1.08M | -$285K | -18,587 | -21% |
|
|
SC
7
Savoie Capital
Chicago,
Illinois
| $747K | – | – | – |
|
|
AF
8
Allworth Financial
Folsom,
California
| $261K | – | – | – |
|
|
NW
9
NewEdge Wealth
Pittsburgh,
Pennsylvania
| $257K | – | – | – |
|
|
10
Osaic Holdings
Scottsdale,
Arizona
| – | -$5.57K | -375 | Closed |
|