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
more funds holding in top 10
Funds holding in top 10: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less funds holding
Funds holding: →
less ownership
Funds ownership: →
55% less capital invested
Capital invested by funds: $74.9M → $33.9M (-$41M)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Holders
9
Holding in Top 10
1
Calls
–
Puts
–
Top Sellers
| 1 | -$1.27M | |
| 2 | -$285K | |
| 3 | -$22.5K | |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.57K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
UBS Group
Zurich,
Switzerland
| $15.9M |
|
|||
|
KF
2
KKM Financial
Chicago,
Illinois
| $9.09M |
|
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|
AI
3
Atria Investments
Charlotte,
North Carolina
| $2.6M |
|
|||
4
Bank of New York Mellon
New York
| $1.99M |
|
|||
5
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| $1.89M |
|
|||
|
GS
6
GTS Securities
New York
| $1.08M |
|
|||
|
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
| – |
|