Essential 40 Stock ETF
ESN
10 hedge funds and large institutions have $76.5M 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, 4 reducing their positions, and 1 closing their positions.
2% more capital invested
Capital invested by funds: $74.9M → $76.5M (+$1.6M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.05% less ownership
Funds ownership: 91.89% → 90.85% (-1%)
9% less funds holding
Funds holding: 11 → 10 (-1)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$2.39M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$658K |
| 3 |
KF
KKM Financial
Chicago,
Illinois
|
+$37.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$1.28M |
| 2 |
GS
GTS Securities
New York
|
-$286K |
| 3 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$114K |
| 4 |
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
-$22.6K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.57K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SA
1
Sanctuary Advisors
Indianapolis,
Indiana
| $42.6M | -$114K | -7,371 | -0.3% |
|
|
2
UBS Group
Zurich,
Switzerland
| $15.9M | +$658K | +42,696 | +4% |
|
|
KF
3
KKM Financial
Chicago,
Illinois
| $9.09M | +$37.7K | +2,447 | +0.4% |
|
|
AI
4
Atria Investments
Charlotte,
North Carolina
| $2.6M | +$2.39M | +155,208 | +1,066% |
|
|
5
Bank of New York Mellon
New York
| $1.99M | -$1.28M | -83,019 | -39% |
|
|
6
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| $1.89M | -$22.6K | -1,467 | -1% |
|
|
GS
7
GTS Securities
New York
| $1.08M | -$286K | -18,587 | -21% |
|
|
SC
8
Savoie Capital
Chicago,
Illinois
| $747K | – | – | – |
|
|
AF
9
Allworth Financial
Folsom,
California
| $261K | – | – | – |
|
|
NW
10
NewEdge Wealth
Pittsburgh,
Pennsylvania
| $257K | – | – | – |
|
|
11
Osaic Holdings
Scottsdale,
Arizona
| – | -$5.57K | -375 | Closed |
|
ESN Hedge Fund Activity: Q1 2025 in Review
10 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Essential 40 Stock ETF (ESN) for Q1 2025, worth a combined $76.5M — up 2.1% from $74.9M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of ESN and 0 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 3 added.
The largest buyer was Atria Investments, adding an estimated $2.39M. The largest seller was Bank of New York Mellon, cutting an estimated $1.28M.
- 10 institutional investors held Essential 40 Stock ETF (ESN) as of Q1 2025, down from 11 in Q4 2024.
- Funds reported $76.5M of Essential 40 Stock ETF stock for Q1 2025, up 2.1% quarter-over-quarter.
- 0 funds opened new Essential 40 Stock ETF positions in Q1 2025 and 1 closed out, a net change of -1 holder.
- The largest Essential 40 Stock ETF buyer in Q1 2025 was Atria Investments, an estimated $2.39M added.
- The largest Essential 40 Stock ETF seller in Q1 2025 was Bank of New York Mellon, an estimated $1.28M sold.
Based on aggregated 13F filings for Q1 2025.