Morgan Stanley ETF Trust (CVIE): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Morgan Stanley ETF Trust (CVIE) following the 2026 Q1 hedge fund 13F filings?

As of today, CVIE has moved +8.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +7.8%. Since the quarter end (March 31, 2026), CVIE gained +18.2% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Morgan Stanley ETF Trust (CVIE)

75 + Investors. Track Smart Money conviction in CVIE. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — CVIE

Based on 76 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q

For 8 consecutive quarters, more hedge funds added CVIE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

76 hedge funds hold CVIE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +111% more funds vs a year ago

fund count last 6Q

+40 new funds entered over the past year (+111% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 75% buying

54 buying18 selling

Last quarter: 54 funds were net buyers (21 opened a brand new position + 33 added to an existing one). Only 18 were sellers (15 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter

Funds opening a new CVIE position: 7 → 12 → 14 → 21. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 47% entered in last year

■ 8% conviction (2yr+) ■ 45% medium ■ 47% new

Only 6 funds (8%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

🚀

Acceleration phase — new buyers rushing in

9 → 7 → 12 → 14 → 21 new funds/Q

New funds entering each quarter: 7 → 12 → 14 → 21. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🌱

Early stage — 62% of holders entered in last year

■ 9% veterans ■ 29% 1-2yr ■ 62% new

Of 76 current holders: 47 (62%) entered in the past year, only 7 (9%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

✅

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds

11 of 76 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

5.3

out of 10

Moderate Exit Risk

Exit risk score 5.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	75	58	29.31%
13F Shares	4M	3M	20.86%
Total Value	$286M	$236M	21.04%
New Positions	20	14	+6
Increased Positions	33	27	+6
Closed Positions	3	5	-2
Reduced Positions	15	11	+4
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

29.31%

13F Shares

20.86%

Total Value

$286M

$236M

21.04%

New Positions

Increased Positions

Closed Positions

-2

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

75 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CVIE. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 CVIE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Rossby Financial, LCC	5.45%	360,720	$26.7M
2	North Berkeley Wealth Management, LLC	3.52%	91,543	$6.7M
3	Strategic Financial Planning, Inc.	1.20%	66,143	$2.0M
4	Wealthgarden F.S. LLC	1.08%	21,727	$1.6M
5	Financial Insights, Inc.	0.76%	32,006	$2.3M
6	A&I Financial Services, LLC	0.69%	19,947	$1.4M
7	Plum Street Advisors, LLC	0.40%	15,710	$1.1M
8	Gateway Wealth Partners, LLC	0.36%	126,892	$9.2M
9	Seeds Investor LLC	0.35%	32,532	$2.6M
10	St Germain D J Co Inc	0.30%	105,740	$7.7M
11	World Investment Advisors	0.28%	241,077	$17.5M
12	Kondo Wealth Advisors, Inc.	0.26%	9,432	$686K
13	Wealthspire Advisors, LLC	0.26%	451,150	$32.8M
14	Archer Investment Management, LLC	0.25%	8,267	$601K
15	Sandbox Financial Partners, LLC	0.25%	12,174	$885K
16	Evolve Private Wealth, LLC	0.10%	25,716	$1.9M
17	Collaborative Wealth Managment Inc.	0.09%	2,826	$205K
18	Mgo One Seven LLC	0.09%	62,351	$4.5M
19	Lincoln Capital Corp	0.09%	3,298	$240K
20	Commonwealth Equity Services, LLC	0.08%	790,048	$57.4M
21	Modern Wealth Management, LLC	0.08%	60,709	$4.5M
22	Per Stirling Capital Management, LLC.	0.06%	7,860	$571K
23	EP Wealth Advisors, LLC	0.06%	171,059	$12.4M
24	Conrad Siegel Investment Advisors, Inc.	0.05%	3,569	$259K
25	Timmons Wealth Management, LLC	0.04%	637	$46K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Morgan Stanley ETF Trust (CVIE)

What does the Smart Money Trend signal show for CVIE?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added CVIE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CVIE?

More buyers than sellers — 75% buying: Last quarter: 54 funds were net buyers (21 opened a brand new position + 33 added to an existing one). Only 18 were sellers (15 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CVIE holders?

Strong quality — 21% AUM from major funds: 11 of 76 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held CVIE?

Mostly new holders — 47% entered in last year: Only 6 funds (8%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Morgan Stanley ETF Trust (CVIE) following the 2026 Q1 hedge fund 13F filings?

As of today, CVIE has moved +8.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +7.8%. Since the quarter end (March 31, 2026), CVIE has gained +18.2% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Morgan Stanley ETF Trust (CVIE)

Smart Money Signals — CVIE

Buying streak — 8 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +111% more funds vs a year ago

More buyers than sellers — 75% buying

More new buyers each quarter (+7 vs last Q)

Mostly new holders — 47% entered in last year

Acceleration phase — new buyers rushing in

Early stage — 62% of holders entered in last year

Strong quality — 21% AUM from major funds

Institutional Sentiment Summary — CVIE

Hedge Fund Ownership: CVIE

Market Analysis: CVIE

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CVIE

Is It Too Late to Buy Morgan Stanley ETF Trust (CVIE) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: CVIE

Statistics: CVIE

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Morgan Stanley ETF Trust (CVIE)

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