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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$24.1M |
| 2 |
PFG
PAX Financial Group
San Antonio,
Texas
|
+$5.41M |
| 3 |
SEM
Strategic Equity Management
Tucson,
Arizona
|
+$1.58M |
| 4 |
MI
Moneywise Inc
Forest,
Virginia
|
+$1.46M |
| 5 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
+$1.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
Miami,
Florida
|
-$466K |
| 2 |
Jane Street
New York
|
-$28.7K |
ESUM Hedge Fund Activity: Q1 2025 in Review
16 of the 7,472 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.