ESUM

Eventide US Market ETF
ESUM

Overview Fund Trends Analyst Outlook Journalist POV

16 hedge funds and large institutions have $43.3M invested in Eventide US Market ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding: →

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1,151.38% less ownership

Funds ownership: 1,245.41% → 94.04% (-1,151%)

Holders
16
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$23.1M
2
+$5.19M
3
+$1.52M
4
MI
Moneywise Inc
Virginia
+$1.4M
5
EWA
EverSource Wealth Advisors
Alabama
+$987K

Top Sellers

1
-$466K
2
-$27.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1
CreativeOne Wealth
Kansas
$31M
PFG
2
PAX Financial Group
Texas
$5.19M
SEM
3
Strategic Equity Management
Arizona
$1.52M
MI
4
Moneywise Inc
Virginia
$1.4M
EWA
5
EverSource Wealth Advisors
Alabama
$987K
4WM
6
49 Wealth Management
Texas
$560K
OCFG
7
O'Connor Financial Group
Illinois
$448K
Jane Street
8
Jane Street
New York
$438K
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$408K
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$327K
RA
11
RFG Advisory
Alabama
$302K
OFS
12
OneAscent Financial Services
Alabama
$235K
VFA
13
Values First Advisors
Tennessee
$231K
CFD
14
Creative Financial Designs
Indiana
$187K
IA
15
IFP Advisors
Florida
$31.1K
UBS Group
16
UBS Group
Switzerland
$3.31K
GS
17
GTS Securities
New York
–