Eventide US Market ETF
ESUM
38 hedge funds and large institutions have $108M invested in Eventide US Market ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 4 reducing their positions, and 4 closing their positions.
425% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 4
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
23% more funds holding
Funds holding: 31 → 38 (+7)
11% more capital invested
Capital invested by funds: $97.3M → $108M (+$10.6M)
4.1% less ownership
Funds ownership: 100.97% → 96.87% (-4.1%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$1.39M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.33M |
| 3 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$1.04M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$729K |
| 5 |
MI
Moneywise Inc
Forest,
Virginia
|
+$704K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.06M |
| 2 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$1.01M |
| 3 |
OWM
OneAscent Wealth Management
Birmingham,
Alabama
|
-$649K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$555K |
| 5 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$369K |
ESUM Hedge Fund Activity: Q3 2025 in Review
38 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Eventide US Market ETF (ESUM) for Q3 2025, worth a combined $108M — up 11% from $97.3M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new ESUM positions and 4 closed out — a net gain of 7 holders — while 21 added to existing stakes and 4 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $1.39M. The largest seller was Susquehanna International Group, cutting an estimated $1.06M.
- 38 institutional investors held Eventide US Market ETF (ESUM) as of Q3 2025, up from 31 in Q2 2025.
- Funds reported $108M of Eventide US Market ETF stock for Q3 2025, up 11% quarter-over-quarter.
- 11 funds opened new Eventide US Market ETF positions in Q3 2025 and 4 closed out, a net change of +7 holders.
- The largest Eventide US Market ETF buyer in Q3 2025 was Wealth Enhancement Advisory Services, an estimated $1.39M added.
- The largest Eventide US Market ETF seller in Q3 2025 was Susquehanna International Group, an estimated $1.06M sold.
Based on aggregated 13F filings for Q3 2025.