Eventide US Market ETF
ESUM
31 hedge funds and large institutions have $97.3M invested in Eventide US Market ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 13 increasing their positions, 2 reducing their positions, and 1 closing their positions.
1,500% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 1
550% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 2
125% more capital invested
Capital invested by funds: $43.3M → $97.3M (+$54M)
94% more funds holding
Funds holding: 16 → 31 (+15)
6.93% more ownership
Funds ownership: 94.04% → 100.97% (+6.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCFG
O'Connor Financial Group
Quincy,
Illinois
|
+$11.5M |
| 2 |
SEM
Strategic Equity Management
Tucson,
Arizona
|
+$9.91M |
| 3 |
LWAM
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
+$5.37M |
| 4 |
MI
Moneywise Inc
Forest,
Virginia
|
+$3.95M |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$2.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFG
PAX Financial Group
San Antonio,
Texas
|
-$1.23M |
| 2 |
Jane Street
New York
|
-$149K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$3.31K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Jane Street
New York
| $322K | -$149K | -6,146 | -33% |
|
|
AI
27
Atria Investments
Charlotte,
North Carolina
| $211K | +$196K | +8,103 | New |
|
28
Osaic Holdings
Scottsdale,
Arizona
| $37.1K | +$34.6K | +1,427 | New |
|
|
AF
29
Advisornet Financial
Minnetonka,
Minnesota
| $5.82K | +$5.42K | +224 | New |
|
|
GM
30
GeoWealth Management
Chicago,
Illinois
| $156 | +$145 | +6 | New |
|
31
JP Morgan Chase
New York
| $104 | +$97 | +4 | New |
|
|
32
UBS Group
Zurich,
Switzerland
| – | -$3.31K | -140 | Closed |
|
ESUM Hedge Fund Activity: Q2 2025 in Review
31 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Eventide US Market ETF (ESUM) for Q2 2025, worth a combined $97.3M — up 125% from $43.3M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new ESUM positions and 1 closed out — a net gain of 15 holders — while 13 added to existing stakes and 2 trimmed.
The largest buyer was O'Connor Financial Group, adding an estimated $11.5M. The largest seller was PAX Financial Group, cutting an estimated $1.23M.
- 31 institutional investors held Eventide US Market ETF (ESUM) as of Q2 2025, up from 16 in Q1 2025.
- Funds reported $97.3M of Eventide US Market ETF stock for Q2 2025, up 125% quarter-over-quarter.
- 16 funds opened new Eventide US Market ETF positions in Q2 2025 and 1 closed out, a net change of +15 holders.
- The largest Eventide US Market ETF buyer in Q2 2025 was O'Connor Financial Group, an estimated $11.5M added.
- The largest Eventide US Market ETF seller in Q2 2025 was PAX Financial Group, an estimated $1.23M sold.
Based on aggregated 13F filings for Q2 2025.