Essential 40 Stock ETF
ESN
25 hedge funds and large institutions have $350M invested in Essential 40 Stock ETF in 2026 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 4 closing their positions.
250% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 4
85% more capital invested
Capital invested by funds: $189M → $350M (+$160M)
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
4% more funds holding
Funds holding: 24 → 25 (+1)
0.71% more ownership
Funds ownership: 85.19% → 85.9% (+0.71%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VIM
Vinva Investment Management
Sydney,
Australia
|
+$11.8M |
| 2 |
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
+$7.13M |
| 3 |
LPL Financial
San Diego,
California
|
+$4.71M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.32M |
| 5 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
+$3.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAS
Breakthru Advisory Services
Muskego,
Wisconsin
|
-$430K |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$288K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$64.2K |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
-$24.5K |
| 5 |
KF
KKM Financial
Chicago,
Illinois
|
-$13.7K |
ESN Hedge Fund Activity: Q2 2026 in Review
25 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in Essential 40 Stock ETF (ESN) for Q2 2026, worth a combined $350M — up 85% from $189M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new ESN positions and 4 closed out — a net gain of 2 holders — while 14 added to existing stakes and 4 trimmed.
The largest buyer was Vinva Investment Management, opening a new position worth an estimated $11.8M. The largest seller was Breakthru Advisory Services, cutting an estimated $430K.
- 25 institutional investors held Essential 40 Stock ETF (ESN) as of Q2 2026, up from 24 in Q1 2026.
- Funds reported $350M of Essential 40 Stock ETF stock for Q2 2026, up 85% quarter-over-quarter.
- 6 funds opened new Essential 40 Stock ETF positions in Q2 2026 and 4 closed out, a net change of +2 holders.
- The largest Essential 40 Stock ETF buyer in Q2 2026 was Vinva Investment Management, an estimated $11.8M added.
- The largest Essential 40 Stock ETF seller in Q2 2026 was Breakthru Advisory Services, an estimated $430K sold.
Based on aggregated 13F filings for Q2 2026.