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ESSC

Eventide Small Cap ETF
ESSC

12 hedge funds and large institutions have $23.7M invested in Eventide Small Cap ETF in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 1

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

140% more capital invested

Capital invested by funds: $9.87M → $23.7M (+$13.8M)

33% more funds holding

Funds holding: 9 → 12 (+3)

13.29% less ownership

Funds ownership: 126.41% → 113.12% (-13%)

Holders
12
Holders Change
+3
Holders Change %
+33.33%
% of All Funds
0.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
7
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SEM
Strategic Equity Management
Arizona
+$7.05M
2
MI
Moneywise Inc
Virginia
+$3.47M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.03M
4
CW
CreativeOne Wealth
Kansas
+$958K
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$953K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$2.28K
2
VFA
Values First Advisors
Tennessee
-$322
Name Holding Trade Value Shares
Change 		Change in
Stake
SEM
1
Strategic Equity Management
Arizona
$10.8M +$7.05M +262,362 +173%
MI
2
Moneywise Inc
Virginia
$5.07M +$3.47M +129,002 +199%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$2.96M +$953K +35,484 +46%
PFG
4
PAX Financial Group
Texas
$1.26M +$11.2K +418 +0.9%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1M +$1.03M +38,333 New
CW
6
CreativeOne Wealth
Kansas
$933K +$958K +35,647 New
EWA
7
EverSource Wealth Advisors
Alabama
$520K +$232K +8,623 +77%
FHC
8
First Heartland Consultants
Missouri
$356K +$14.2K +529 +4%
4WM
9
49 Wealth Management
Texas
$345K +$354K +13,190 New
WMWM
10
Whitaker-Myers Wealth Managers
Ohio
$321K +$57.5K +2,140 +21%
VFA
11
Values First Advisors
Tennessee
$109K -$322 -12 -0.3%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.54K +$2.61K +97 New
Bank of America
13
Bank of America
North Carolina
– -$2.28K -88 Closed

ESSC Hedge Fund Activity: Q1 2026 in Review

12 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Eventide Small Cap ETF (ESSC) for Q1 2026, worth a combined $23.7M — up 140% from $9.87M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new ESSC positions and 1 closed out — a net gain of 3 holders — while 7 added to existing stakes and 1 trimmed.

The largest buyer was Strategic Equity Management, adding an estimated $7.05M. The largest seller was Bank of America, exiting entirely with an estimated $2.28K sold.

  • 12 institutional investors held Eventide Small Cap ETF (ESSC) as of Q1 2026, up from 9 in Q4 2025.
  • Funds reported $23.7M of Eventide Small Cap ETF stock for Q1 2026, up 140% quarter-over-quarter.
  • 4 funds opened new Eventide Small Cap ETF positions in Q1 2026 and 1 closed out, a net change of +3 holders.
  • The largest Eventide Small Cap ETF buyer in Q1 2026 was Strategic Equity Management, an estimated $7.05M added.
  • The largest Eventide Small Cap ETF seller in Q1 2026 was Bank of America, an estimated $2.28K sold.

Based on aggregated 13F filings for Q1 2026.