Essential 40 Stock ETF
ESN
20 hedge funds and large institutions have $186M invested in Essential 40 Stock ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 2 reducing their positions, and 0 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 2
33% more funds holding
Funds holding: 15 → 20 (+5)
24% more capital invested
Capital invested by funds: $150M → $186M (+$35.5M)
0.55% less ownership
Funds ownership: 96% → 95.45% (-0.55%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$12.8M |
| 2 |
BAS
Breakthru Advisory Services
Muskego,
Wisconsin
|
+$5.56M |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$4.98M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.26M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$93.1K |
| 2 |
Rockefeller Capital Management
New York
|
-$90.5K |
ESN Hedge Fund Activity: Q4 2025 in Review
20 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Essential 40 Stock ETF (ESN) for Q4 2025, worth a combined $186M — up 24% from $150M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new ESN positions and 0 closed out — a net gain of 5 holders — while 12 added to existing stakes and 2 trimmed.
The largest buyer was Raymond James Financial, opening a new position worth an estimated $12.8M. The largest seller was UBS Group, cutting an estimated $93.1K.
- 20 institutional investors held Essential 40 Stock ETF (ESN) as of Q4 2025, up from 15 in Q3 2025.
- Funds reported $186M of Essential 40 Stock ETF stock for Q4 2025, up 24% quarter-over-quarter.
- 5 funds opened new Essential 40 Stock ETF positions in Q4 2025 and 0 closed out, a net change of +5 holders.
- The largest Essential 40 Stock ETF buyer in Q4 2025 was Raymond James Financial, an estimated $12.8M added.
- The largest Essential 40 Stock ETF seller in Q4 2025 was UBS Group, an estimated $93.1K sold.
Based on aggregated 13F filings for Q4 2025.