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
Miami,
Florida
|
-$653K |
| 3 |
NW
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
-$257K |
| 4 |
Bank of New York Mellon
New York
|
-$30.8K |
ESN Hedge Fund Activity: Q2 2025 in Review
13 of the 7,613 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.