Eventide US Market ETF
ESUM
39 hedge funds and large institutions have $120M invested in Eventide US Market ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 28 increasing their positions, 4 reducing their positions, and 3 closing their positions.
600% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 4
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
11% more capital invested
Capital invested by funds: $108M → $120M (+$11.6M)
3% more funds holding
Funds holding: 38 → 39 (+1)
7.34% less ownership
Funds ownership: 96.87% → 89.53% (-7.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$37.7M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.88M |
| 3 |
4WM
49 Wealth Management
Austin,
Texas
|
+$1.25M |
| 4 |
SEM
Strategic Equity Management
Tucson,
Arizona
|
+$1.16M |
| 5 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$857K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$36.9M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$363K |
| 3 |
PFG
PAX Financial Group
San Antonio,
Texas
|
-$355K |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$353K |
| 5 |
Goldman Sachs
New York
|
-$190K |
ESUM Hedge Fund Activity: Q4 2025 in Review
39 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Eventide US Market ETF (ESUM) for Q4 2025, worth a combined $120M — up 11% from $108M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new ESUM positions and 3 closed out — a net gain of 1 holder — while 28 added to existing stakes and 4 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $37.7M. The largest seller was CreativeOne Wealth, cutting an estimated $36.9M.
- 39 institutional investors held Eventide US Market ETF (ESUM) as of Q4 2025, up from 38 in Q3 2025.
- Funds reported $120M of Eventide US Market ETF stock for Q4 2025, up 11% quarter-over-quarter.
- 4 funds opened new Eventide US Market ETF positions in Q4 2025 and 3 closed out, a net change of +1 holder.
- The largest Eventide US Market ETF buyer in Q4 2025 was Wealth Enhancement Advisory Services, an estimated $37.7M added.
- The largest Eventide US Market ETF seller in Q4 2025 was CreativeOne Wealth, an estimated $36.9M sold.
Based on aggregated 13F filings for Q4 2025.