Essential 40 Stock ETF
ESN
13 hedge funds and large institutions have $113M invested in Essential 40 Stock ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
48% more capital invested
Capital invested by funds: $76.5M → $113M (+$36.4M)
30% more funds holding
Funds holding: 10 → 13 (+3)
3.35% more ownership
Funds ownership: 90.85% → 94.19% (+3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
+$24.8M |
| 2 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
+$4.4M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.95M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$944K |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$657K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.23M |
| 2 |
GS
GTS Securities
New York
|
-$653K |
| 3 |
NW
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
-$257K |
| 4 |
Bank of New York Mellon
New York
|
-$30.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SA
1
Sanctuary Advisors
Indianapolis,
Indiana
| $49.2M | +$4.4M | +288,548 | +10% |
|
|
2
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| $28.1M | +$24.8M | +1,627,189 | +1,319% |
|
|
3
UBS Group
Zurich,
Switzerland
| $15.4M | -$1.23M | -80,918 | -8% |
|
|
KF
4
KKM Financial
Chicago,
Illinois
| $9.5M | +$1.52K | +100 | +0% |
|
|
AI
5
Atria Investments
Charlotte,
North Carolina
| $4.78M | +$1.95M | +128,039 | +75% |
|
|
6
Bank of New York Mellon
New York
| $2.05M | -$30.8K | -2,021 | -2% |
|
|
7
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $993K | +$944K | +61,934 | New |
|
|
SC
8
Savoie Capital
Chicago,
Illinois
| $806K | – | – | – |
|
|
HI
9
Harbour Investments
Madison,
Wisconsin
| $691K | +$657K | +43,074 | New |
|
10
Rockefeller Capital Management
New York
| $676K | +$643K | +42,164 | New |
|
|
GS
11
GTS Securities
New York
| $447K | -$653K | -42,818 | -61% |
|
|
AF
12
Allworth Financial
Folsom,
California
| $313K | +$30K | +1,970 | +11% |
|
13
JP Morgan Chase
New York
| $16.2K | +$15.4K | +1,008 | New |
|
|
NW
14
NewEdge Wealth
Pittsburgh,
Pennsylvania
| – | -$257K | -16,751 | Closed |
|
ESN Hedge Fund Activity: Q2 2025 in Review
13 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Essential 40 Stock ETF (ESN) for Q2 2025, worth a combined $113M — up 48% from $76.5M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new ESN positions and 1 closed out — a net gain of 3 holders — while 5 added to existing stakes and 3 trimmed.
The largest buyer was Legacy Financial Group (Iowa), adding an estimated $24.8M. The largest seller was UBS Group, cutting an estimated $1.23M.
- 13 institutional investors held Essential 40 Stock ETF (ESN) as of Q2 2025, up from 10 in Q1 2025.
- Funds reported $113M of Essential 40 Stock ETF stock for Q2 2025, up 48% quarter-over-quarter.
- 4 funds opened new Essential 40 Stock ETF positions in Q2 2025 and 1 closed out, a net change of +3 holders.
- The largest Essential 40 Stock ETF buyer in Q2 2025 was Legacy Financial Group (Iowa), an estimated $24.8M added.
- The largest Essential 40 Stock ETF seller in Q2 2025 was UBS Group, an estimated $1.23M sold.
Based on aggregated 13F filings for Q2 2025.