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ESUM

Eventide US Market ETF
ESUM

38 hedge funds and large institutions have $140M invested in Eventide US Market ETF in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 24 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 9

17% more capital invested

Capital invested by funds: $120M → $140M (+$20.5M)

13.17% more ownership

Funds ownership: 89.53% → 102.7% (+13%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

3% less funds holding

Funds holding: 39 → 38 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.47%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
3
Increased
24
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CW
CreativeOne Wealth
Kansas
+$37.6M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.35M
3
EWA
EverSource Wealth Advisors
Alabama
+$1.01M
4
LPL Financial
LPL Financial
California
+$599K
5
CFD
Creative Financial Designs
Indiana
+$546K

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$13.5M
2
4WM
49 Wealth Management
Texas
-$1.43M
3
GS
GTS Securities
New York
-$648K
4
Goldman Sachs
Goldman Sachs
New York
-$344K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$302K
Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1
CreativeOne Wealth
Kansas
$37.1M +$37.6M +1,380,264 +3,727%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$25.3M -$13.5M -497,809 -34%
SEM
3
Strategic Equity Management
Arizona
$13.7M -$160K -5,876 -1%
OCFG
4
O'Connor Financial Group
Illinois
$13M -$54.4K -2,000 -0.4%
MI
5
Moneywise Inc
Virginia
$7.27M +$225K +8,283 +3%
LWAM
6
Legacy Wealth Asset Management
Minnesota
$6.55M +$448K +16,466 +7%
PFG
7
PAX Financial Group
Texas
$4.21M +$107K +3,928 +3%
LPL Financial
8
LPL Financial
California
$3.69M +$599K +22,014 +19%
GWM
9
Geneos Wealth Management
Colorado
$3.09M -$129K -4,753 -4%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.96M +$405K +14,878 +15%
KAS
11
Kestra Advisory Services
Texas
$2.83M +$183K +6,729 +7%
CFD
12
Creative Financial Designs
Indiana
$2.32M +$546K +20,055 +29%
EWA
13
EverSource Wealth Advisors
Alabama
$2.24M +$1.01M +37,127 +77%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$2.13M +$1.35M +49,752 +151%
OFS
15
OneAscent Financial Services
Alabama
$1.86M +$188K +6,896 +11%
SF
16
SageOak Financial
Oklahoma
$1.6M +$11.7K +430 +0.7%
FHC
17
First Heartland Consultants
Missouri
$1.47M +$58K +2,131 +4%
IA
18
IFP Advisors
Florida
$1.24M +$36K +1,322 +3%
MFG
19
Merit Financial Group
Georgia
$1.24M +$89.9K +3,303 +7%
SB
20
Strategic Blueprint
Georgia
$1.21M +$40.7K +1,496 +3%
4WM
21
49 Wealth Management
Texas
$870K -$1.43M -52,421 -61%
VFA
22
Values First Advisors
Tennessee
$795K -$115K -4,228 -12%
HIS
23
Harvest Investment Services
Illinois
$488K +$12.4K +455 +3%
Betterment LLC
24
Betterment LLC
New York
$470K +$33.1K +1,215 +7%
MWP
25
Meriwether Wealth & Planning
Louisiana
$386K +$81.4K +2,993 +25%
1
2

ESUM Hedge Fund Activity: Q1 2026 in Review

38 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Eventide US Market ETF (ESUM) for Q1 2026, worth a combined $140M — up 17% from $120M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of ESUM and 3 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 24 added.

The largest buyer was CreativeOne Wealth, adding an estimated $37.6M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $13.5M.

  • 38 institutional investors held Eventide US Market ETF (ESUM) as of Q1 2026, down from 39 in Q4 2025.
  • Funds reported $140M of Eventide US Market ETF stock for Q1 2026, up 17% quarter-over-quarter.
  • 3 funds opened new Eventide US Market ETF positions in Q1 2026 and 4 closed out, a net change of -1 holder.
  • The largest Eventide US Market ETF buyer in Q1 2026 was CreativeOne Wealth, an estimated $37.6M added.
  • The largest Eventide US Market ETF seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $13.5M sold.

Based on aggregated 13F filings for Q1 2026.