Eventide Small Cap ETF
ESSC
14 hedge funds and large institutions have $27.6M invested in Eventide Small Cap ETF in 2026 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
17% more funds holding
Funds holding: 12 → 14 (+2)
17% more capital invested
Capital invested by funds: $23.7M → $27.6M (+$3.93M)
16.28% less ownership
Funds ownership: 113.12% → 96.85% (-16%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$825K |
| 2 |
VFA
Values First Advisors
Gray,
Tennessee
|
+$57.3K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$54.9K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$38.9K |
| 5 |
WMWM
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
+$23.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$837K |
| 2 |
SEM
Strategic Equity Management
Tucson,
Arizona
|
-$546K |
| 3 |
4WM
49 Wealth Management
Austin,
Texas
|
-$345K |
| 4 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
-$163K |
| 5 |
MI
Moneywise Inc
Forest,
Virginia
|
-$84.9K |
ESSC Hedge Fund Activity: Q2 2026 in Review
14 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in Eventide Small Cap ETF (ESSC) for Q2 2026, worth a combined $27.6M — up 17% from $23.7M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new ESSC positions and 1 closed out — a net gain of 2 holders — while 7 added to existing stakes and 4 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $825K. The largest seller was CreativeOne Wealth, cutting an estimated $837K.
- 14 institutional investors held Eventide Small Cap ETF (ESSC) as of Q2 2026, up from 12 in Q1 2026.
- Funds reported $27.6M of Eventide Small Cap ETF stock for Q2 2026, up 17% quarter-over-quarter.
- 3 funds opened new Eventide Small Cap ETF positions in Q2 2026 and 1 closed out, a net change of +2 holders.
- The largest Eventide Small Cap ETF buyer in Q2 2026 was Wealth Enhancement Advisory Services, an estimated $825K added.
- The largest Eventide Small Cap ETF seller in Q2 2026 was CreativeOne Wealth, an estimated $837K sold.
Based on aggregated 13F filings for Q2 2026.