ESUM

Eventide US Market ETF
ESUM

Overview Fund Activity

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
Holders
16
Holders Change
+13
Holders Change %
+433.33%
% of All Funds
0.22%
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

1
CW
CreativeOne Wealth
Kansas
$31M
2
PFG
PAX Financial Group
Texas
$5.19M
3
SEM
Strategic Equity Management
Arizona
$1.52M
4
MI
Moneywise Inc
Virginia
$1.4M
5
EWA
EverSource Wealth Advisors
Alabama
$987K

Top Sellers

1
GS
GTS Securities
New York
$0
2
Jane Street
Jane Street
New York
$438K
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
1
CreativeOne Wealth
Kansas
$31M +$23.1M +979,627 +293%
PFG
2
PAX Financial Group
Texas
$5.19M +$5.19M +219,660 New
SEM
3
Strategic Equity Management
Arizona
$1.52M +$1.52M +64,169 New
MI
4
Moneywise Inc
Virginia
$1.4M +$1.4M +59,427 New
EWA
5
EverSource Wealth Advisors
Alabama
$987K +$987K +41,812 New
4WM
6
49 Wealth Management
Texas
$560K +$560K +23,711 New
OCFG
7
O'Connor Financial Group
Illinois
$448K +$448K +18,983 New
Jane Street
8
Jane Street
New York
$438K -$27.5K -1,164 -6%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$408K +$408K +17,286 New
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$327K +$327K +13,849 New
RA
11
RFG Advisory
Alabama
$302K +$302K +12,800 New
OFS
12
OneAscent Financial Services
Alabama
$235K +$235K +9,948 New
VFA
13
Values First Advisors
Tennessee
$231K +$231K +9,783 New
CFD
14
Creative Financial Designs
Indiana
$187K +$187K +7,930 New
IA
15
IFP Advisors
Florida
$31.1K +$31.1K +1,317 New
UBS Group
16
UBS Group
Switzerland
$3.31K +$3.31K +140 New
GS
17
GTS Securities
New York
– -$466K -19,215 Closed