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 %
AI
26
Atria Investments
North Carolina
$211K +$211K +8,103 New
AF
27
Advisornet Financial
Minnesota
$5.82K +$5.82K +224 New
GM
28
GeoWealth Management
Illinois
$156 +$156 +6 New
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$104 +$104 +4 New
UBS Group
30
UBS Group
Switzerland
– -$3.31K -140 Closed
1
2