ESUM

Eventide US Market ETF
ESUM

Overview Fund Activity

29 hedge funds and large institutions have $95.8M invested in Eventide US Market ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
+13
Holders Change %
+81.25%
% of All Funds
0.39%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
14
Increased
13
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OCFG
1
O'Connor Financial Group
Illinois
$13M
2
SEM
2
Strategic Equity Management
Arizona
$12.3M
3
LWAM
3
Legacy Wealth Asset Management
Minnesota
$5.77M
4
MI
4
Moneywise Inc
Virginia
$5.78M
5
GWM
5
Geneos Wealth Management
Colorado
$2.5M

Top Sellers

1
PFG
1
PAX Financial Group
Texas
$4.39M
2
Jane Street
2
Jane Street
New York
$322K
3
UBS Group
3
UBS Group
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
1
CreativeOne Wealth
Kansas
$36.2M +$2.02M +77,832 +6%
OCFG
2
O'Connor Financial Group
Illinois
$13M +$12.5M +474,538 +2,500%
SEM
3
Strategic Equity Management
Arizona
$12.3M +$10.6M +409,363 +638%
MI
4
Moneywise Inc
Virginia
$5.78M +$4.23M +162,938 +274%
LWAM
5
Legacy Wealth Asset Management
Minnesota
$5.77M +$5.77M +221,970 New
PFG
6
PAX Financial Group
Texas
$4.39M -$1.32M -50,841 -23%
GWM
7
Geneos Wealth Management
Colorado
$2.5M +$2.5M +96,322 New
KAS
8
Kestra Advisory Services
Texas
$1.79M +$1.79M +68,859 New
SF
9
SageOak Financial
Oklahoma
$1.49M +$1.49M +57,230 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.38M +$1.38M +53,179 New
IA
11
IFP Advisors
Florida
$1.18M +$1.14M +43,906 +3,334%
EWA
12
EverSource Wealth Advisors
Alabama
$1.12M +$37.5K +1,443 +3%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.09M +$639K +24,587 +142%
GS
14
GTS Securities
New York
$969K +$969K +37,297 New
FHC
15
First Heartland Consultants
Missouri
$936K +$936K +35,994 New
SB
16
Strategic Blueprint
Georgia
$900K +$900K +34,627 New
CFD
17
Creative Financial Designs
Indiana
$804K +$597K +22,988 +290%
4WM
18
49 Wealth Management
Texas
$735K +$118K +4,558 +19%
OWM
19
OneAscent Wealth Management
Alabama
$649K +$649K +24,965 New
OFS
20
OneAscent Financial Services
Alabama
$592K +$333K +12,810 +129%
Citadel Advisors
21
Citadel Advisors
Florida
$555K +$555K +21,348 New
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$369K +$3.43K +130 +0.9%
RA
23
RFG Advisory
Alabama
$369K +$36.4K +1,401 +11%
VFA
24
Values First Advisors
Tennessee
$338K +$84K +3,233 +33%
Jane Street
25
Jane Street
New York
$322K -$160K -6,146 -33%
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