Essential 40 Stock ETF
ESN
25 hedge funds and large institutions have $189M invested in Essential 40 Stock ETF in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
83% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 6
19% more funds holding
Funds holding: 21 → 25 (+4)
9% more capital inflows, than outflows
Capital inflows: $26.4M | Capital outflows: $24.3M
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
10.27% less ownership
Funds ownership: 95.46% → 85.19% (-10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$13.9M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$5.23M |
| 3 |
Atria Investments
Charlotte,
North Carolina
|
+$2.21M |
| 4 |
Harbour Investments
Madison,
Wisconsin
|
+$1.91M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAS
Breakthru Advisory Services
Muskego,
Wisconsin
|
-$20.3M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$3.35M |
| 3 |
GTS Securities
Miami,
Florida
|
-$276K |
| 4 |
Sanctuary Advisors
Indianapolis,
Indiana
|
-$231K |
| 5 |
Bank of New York Mellon
New York
|
-$107K |
ESN Hedge Fund Activity: Q1 2026 in Review
25 of the 8,230 institutional investors tracked by Wall St. Rank reported a position in Essential 40 Stock ETF (ESN) for Q1 2026, worth a combined $189M — up 1.9% from $186M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new ESN positions and 1 closed out — a net gain of 4 holders — while 11 added to existing stakes and 6 trimmed.
The largest buyer was Raymond James Financial, adding an estimated $13.9M. The largest seller was Breakthru Advisory Services, cutting an estimated $20.3M.
- 25 institutional investors held Essential 40 Stock ETF (ESN) as of Q1 2026, up from 21 in Q4 2025.
- Funds reported $189M of Essential 40 Stock ETF stock for Q1 2026, up 1.9% quarter-over-quarter.
- 5 funds opened new Essential 40 Stock ETF positions in Q1 2026 and 1 closed out, a net change of +4 holders.
- The largest Essential 40 Stock ETF buyer in Q1 2026 was Raymond James Financial, an estimated $13.9M added.
- The largest Essential 40 Stock ETF seller in Q1 2026 was Breakthru Advisory Services, an estimated $20.3M sold.
Based on aggregated 13F filings for Q1 2026.