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ESUM

Eventide US Market ETF
ESUM

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

1,300% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 1

433% more funds holding

Funds holding: 3 → 16 (+13)

378% more capital invested

Capital invested by funds: $9.07M → $43.3M (+$34.2M)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

1,151.38% less ownership

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

Holders
16
Holders Change
+13
Holders Change %
+433.33%
% of All Funds
0.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
1
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CW
CreativeOne Wealth
Kansas
+$24.1M
2
PFG
PAX Financial Group
Texas
+$5.41M
3
SEM
Strategic Equity Management
Arizona
+$1.58M
4
MI
Moneywise Inc
Virginia
+$1.46M
5
EWA
EverSource Wealth Advisors
Alabama
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
GS
GTS Securities
New York
-$466K
2
Jane Street
Jane Street
New York
-$28.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1
CreativeOne Wealth
Kansas
$31M +$24.1M +979,627 +293%
PFG
2
PAX Financial Group
Texas
$5.19M +$5.41M +219,660 New
SEM
3
Strategic Equity Management
Arizona
$1.52M +$1.58M +64,169 New
MI
4
Moneywise Inc
Virginia
$1.4M +$1.46M +59,427 New
EWA
5
EverSource Wealth Advisors
Alabama
$987K +$1.03M +41,812 New
4WM
6
49 Wealth Management
Texas
$560K +$584K +23,711 New
OCFG
7
O'Connor Financial Group
Illinois
$448K +$468K +18,983 New
Jane Street
8
Jane Street
New York
$438K -$28.7K -1,164 -6%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$408K +$426K +17,286 New
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$327K +$341K +13,849 New
RA
11
RFG Advisory
Alabama
$302K +$315K +12,800 New
OFS
12
OneAscent Financial Services
Alabama
$235K +$245K +9,948 New
VFA
13
Values First Advisors
Tennessee
$231K +$241K +9,783 New
CFD
14
Creative Financial Designs
Indiana
$187K +$195K +7,930 New
IA
15
IFP Advisors
Florida
$31.1K +$32.4K +1,317 New
UBS Group
16
UBS Group
Switzerland
$3.31K +$3.45K +140 New
GS
17
GTS Securities
New York
– -$466K -19,215 Closed

ESUM Hedge Fund Activity: Q1 2025 in Review

16 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Eventide US Market ETF (ESUM) for Q1 2025, worth a combined $43.3M — up 378% from $9.07M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new ESUM positions and 1 closed out — a net gain of 13 holders — while 1 added to existing stakes and 1 trimmed.

The largest buyer was CreativeOne Wealth, adding an estimated $24.1M. The largest seller was GTS Securities, exiting entirely with an estimated $466K sold.

  • 16 institutional investors held Eventide US Market ETF (ESUM) as of Q1 2025, up from 3 in Q4 2024.
  • Funds reported $43.3M of Eventide US Market ETF stock for Q1 2025, up 378% quarter-over-quarter.
  • 14 funds opened new Eventide US Market ETF positions in Q1 2025 and 1 closed out, a net change of +13 holders.
  • The largest Eventide US Market ETF buyer in Q1 2025 was CreativeOne Wealth, an estimated $24.1M added.
  • The largest Eventide US Market ETF seller in Q1 2025 was GTS Securities, an estimated $466K sold.

Based on aggregated 13F filings for Q1 2025.