Essential 40 Stock ETF
ESN
15 hedge funds and large institutions have $150M invested in Essential 40 Stock ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 2 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 2
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
33% more capital invested
Capital invested by funds: $113M → $150M (+$37.3M)
15% more funds holding
Funds holding: 13 → 15 (+2)
1.81% more ownership
Funds ownership: 94.19% → 96% (+1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAS
Breakthru Advisory Services
Muskego,
Wisconsin
|
+$15.6M |
| 2 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$4.71M |
| 3 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
+$2.9M |
| 4 |
Rockefeller Capital Management
New York
|
+$2.55M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.21M |
| 2 |
GS
GTS Securities
Miami,
Florida
|
-$447K |
| 3 |
KF
KKM Financial
Chicago,
Illinois
|
-$26.3K |
| 4 |
JP Morgan Chase
New York
|
-$16.2K |
ESN Hedge Fund Activity: Q3 2025 in Review
15 of the 7,642 institutional investors tracked by Wall St. Rank reported a position in Essential 40 Stock ETF (ESN) for Q3 2025, worth a combined $150M — up 33% from $113M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new ESN positions and 2 closed out — a net gain of 3 holders — while 8 added to existing stakes and 2 trimmed.
The largest buyer was Breakthru Advisory Services, opening a new position worth an estimated $15.6M. The largest seller was UBS Group, cutting an estimated $1.21M.
- 15 institutional investors held Essential 40 Stock ETF (ESN) as of Q3 2025, up from 13 in Q2 2025.
- Funds reported $150M of Essential 40 Stock ETF stock for Q3 2025, up 33% quarter-over-quarter.
- 5 funds opened new Essential 40 Stock ETF positions in Q3 2025 and 2 closed out, a net change of +3 holders.
- The largest Essential 40 Stock ETF buyer in Q3 2025 was Breakthru Advisory Services, an estimated $15.6M added.
- The largest Essential 40 Stock ETF seller in Q3 2025 was UBS Group, an estimated $1.21M sold.
Based on aggregated 13F filings for Q3 2025.