Eventide US Market ETF
ESUM
39 hedge funds and large institutions have $133M invested in Eventide US Market ETF in 2026 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 9 reducing their positions, and 4 closing their positions.
144% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 9
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
3% more funds holding
Funds holding: 38 → 39 (+1)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
5% less capital invested
Capital invested by funds: $140M → $133M (-$7.01M)
27.74% less ownership
Funds ownership: 102.7% → 74.96% (-28%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$5.73M |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$1.22M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$1.11M |
| 4 |
GS
GTS Securities
Miami,
Florida
|
+$710K |
| 5 |
SEM
Strategic Equity Management
Tucson,
Arizona
|
+$528K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$39.4M |
| 2 |
4WM
49 Wealth Management
Austin,
Texas
|
-$870K |
| 3 |
TA
TrueWealth Advisors
Birmingham,
Alabama
|
-$385K |
| 4 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
-$299K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$90K |
ESUM Hedge Fund Activity: Q2 2026 in Review
39 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in Eventide US Market ETF (ESUM) for Q2 2026, worth a combined $133M — down 5% from $140M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new ESUM positions and 4 closed out — a net gain of 1 holder — while 22 added to existing stakes and 9 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $5.73M. The largest seller was CreativeOne Wealth, cutting an estimated $39.4M.
- 39 institutional investors held Eventide US Market ETF (ESUM) as of Q2 2026, up from 38 in Q1 2026.
- Funds reported $133M of Eventide US Market ETF stock for Q2 2026, down 5% quarter-over-quarter.
- 5 funds opened new Eventide US Market ETF positions in Q2 2026 and 4 closed out, a net change of +1 holder.
- The largest Eventide US Market ETF buyer in Q2 2026 was Wealth Enhancement Advisory Services, an estimated $5.73M added.
- The largest Eventide US Market ETF seller in Q2 2026 was CreativeOne Wealth, an estimated $39.4M sold.
Based on aggregated 13F filings for Q2 2026.