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ESUM

Eventide US Market ETF
ESUM

38 hedge funds and large institutions have $140M invested in Eventide US Market ETF in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 24 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 9

17% more capital invested

Capital invested by funds: $120M → $140M (+$20.5M)

13.17% more ownership

Funds ownership: 89.53% → 102.7% (+13%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

3% less funds holding

Funds holding: 39 → 38 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.47%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
3
Increased
24
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CW
CreativeOne Wealth
Kansas
+$37.6M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.35M
3
EWA
EverSource Wealth Advisors
Alabama
+$1.01M
4
LPL Financial
LPL Financial
California
+$599K
5
CFD
Creative Financial Designs
Indiana
+$546K

Top Sellers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$13.5M
2
4WM
49 Wealth Management
Texas
-$1.43M
3
GS
GTS Securities
New York
-$648K
4
Goldman Sachs
Goldman Sachs
New York
-$344K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$302K
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
26
TrueWealth Advisors
Alabama
$385K -$68K -2,500 -15%
AI
27
Atria Investments
North Carolina
$328K +$10.5K +385 +3%
FIA
28
Foundations Investment Advisors
Arizona
$304K +$97.1K +3,570 +44%
BWM
29
BAM Wealth Management
Colorado
$274K +$285K +10,469 New
SFS
30
Security Financial Services
Indiana
$236K +$17.3K +637 +8%
SA
31
Sanctuary Advisors
Indiana
$209K -$181K -6,661 -45%
Osaic Holdings
32
Osaic Holdings
Arizona
$98.4K +$25.1K +924 +33%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$90K -$273K -10,022 -74%
LFA
34
LGT Financial Advisors
Texas
$85K +$8.38K +308 +10%
VAI
35
Vanguard Advisers Inc
Pennsylvania
$7.07K +$7.35K +270 New
AF
36
Advisornet Financial
Minnesota
$5.86K – – –
SOS
37
Silver Oak Securities
Tennessee
$2.23K +$2.31K +85 New
GM
38
GeoWealth Management
Illinois
$157 – – –
GS
39
GTS Securities
New York
– -$648K -24,072 Closed
Goldman Sachs
40
Goldman Sachs
New York
– -$344K -12,784 Closed
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
– -$302K -11,207 Closed
CF
42
Centaurus Financial
California
– -$235K -8,741 Closed
1
2

ESUM Hedge Fund Activity: Q1 2026 in Review

38 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Eventide US Market ETF (ESUM) for Q1 2026, worth a combined $140M — up 17% from $120M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of ESUM and 3 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 24 added.

The largest buyer was CreativeOne Wealth, adding an estimated $37.6M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $13.5M.

  • 38 institutional investors held Eventide US Market ETF (ESUM) as of Q1 2026, down from 39 in Q4 2025.
  • Funds reported $140M of Eventide US Market ETF stock for Q1 2026, up 17% quarter-over-quarter.
  • 3 funds opened new Eventide US Market ETF positions in Q1 2026 and 4 closed out, a net change of -1 holder.
  • The largest Eventide US Market ETF buyer in Q1 2026 was CreativeOne Wealth, an estimated $37.6M added.
  • The largest Eventide US Market ETF seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $13.5M sold.

Based on aggregated 13F filings for Q1 2026.