Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Morgan Stanley ETF Trust (CVLC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
62%

Smart Money Signals — CVLC

Based on 73 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
73 hedge funds hold CVLC 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 — +49% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+49% 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 — 62% buying

44 buying27 selling
Last quarter: 44 funds were net buyers (9 opened a brand new position + 35 added to an existing one). Only 27 were sellers (18 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 7 → 10 → 17 → 9. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 34% entered in last year

■ 18% conviction (2yr+) ■ 48% medium ■ 34% new
Only 13 funds (18%) 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.
➡️

Steady discovery — ~9 new funds/quarter

6 → 7 → 10 → 17 → 9 new funds/Q
New funds entering each quarter: 7 → 10 → 17 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 15% veterans, 47% new entrants

■ 15% veterans ■ 38% 1-2yr ■ 47% new
Of 73 current holders: 11 (15%) held 2+ years, 28 held 1–2 years, 34 (47%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 7% AUM from top-100

7% from top-100 AUM funds
10 of 73 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — 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.

Institutional Sentiment Summary — CVLC

In 2026 Q1, 44 hedge funds were net buyers of CVLC (9 opened a new position, 35 added to an existing one), while 27 reduced or exited (18 trimmed, 9 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 73.

Hedge Fund Ownership: CVLC

How many hedge funds hold CVLC — quarterly history vs. share price
Quarterly hedge fund ownership of CVLC vs. share price

Market Analysis: CVLC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CVLC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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

Signal Freshness measures how much CVLC has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
CVLC
+18.2%
SPY
+15.9%

CVLC outperformed SPY by +2.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
CVLC
+3.3%
SPY
+2.0%

Since the filing became public, CVLC outperformed SPY by +1.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 6 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: CVLC
73 + Investors

Track Smart Money conviction in CVLC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 73 73 -
13F Shares 7M 6M 0.92%
Total Value $506M $547M -7.55%
New Positions 9 17 -8
Increased Positions 35 30 +5
Closed Positions 9 2 +7
Reduced Positions 18 15 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CVLC

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Financial Highlights

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Institutional Holders (2026 Q1)

73 + investors

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

QUARTER:
Top 25 CVLC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 State Insurance Fund 100.00% 2,697,658 $216.0M
2 Joel Adams & Associates, Inc. 5.81% 97,652 $7.8M
3 Sound Portfolio Advisors, LLC 4.47% 68,670 $5.5M
4 Rossby Financial, LCC 3.62% 219,195 $17.7M
5 North Berkeley Wealth Management, LLC 3.59% 84,823 $6.8M
6 Riverwater Partners LLC 1.56% 58,304 $4.7M
7 Sandbox Financial Partners, LLC 0.99% 44,150 $3.5M
8 Entrust Financial LLC 0.84% 15,041 $1.2M
9 Global Endowment Management, LP 0.55% 61,692 $4.9M
10 Wealthspire Advisors, LLC 0.48% 769,423 $61.6M
11 Fulcrum Capital LLC 0.48% 27,366 $2.2M
12 Lincoln Capital Corp 0.29% 9,921 $794K
13 Westfuller Advisors, LLC 0.26% 7,450 $596K
14 Kondo Wealth Advisors, Inc. 0.24% 8,050 $644K
15 First Pacific Financial 0.22% 21,539 $1.7M
16 Pathway Financial Advisors LLC 0.20% 20,079 $1.6M
17 RW Investment Management LLC 0.16% 20,540 $1.6M
18 Cdkv Holdings LLC 0.16% 2,211 $177K
19 Skyline Advisors, Inc. 0.15% 5,244 $420K
20 Collaborative Wealth Managment Inc. 0.13% 3,455 $277K
21 Conrad Siegel Investment Advisors, Inc. 0.10% 6,925 $554K
22 Trillium Asset Management, LLC 0.09% 33,439 $2.7M
23 Per Stirling Capital Management, LLC. 0.09% 9,745 $780K
24 Modern Wealth Management, LLC 0.09% 61,965 $5.0M
25 Evolve Private Wealth, LLC 0.08% 19,437 $1.6M
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 (CVLC)

What does the Smart Money Trend signal show for CVLC?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for CVLC?

More buyers than sellers — 62% buying: Last quarter: 44 funds were net buyers (9 opened a brand new position + 35 added to an existing one). Only 27 were sellers (18 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CVLC holders?

Smaller funds dominant — 7% AUM from top-100: 10 of 73 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CVLC?

Mostly new holders — 34% entered in last year: Only 13 funds (18%) 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 (CVLC) following the 2026 Q1 hedge fund 13F filings?

As of today, CVLC has moved +3.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +1.3%. Since the quarter end (March 31, 2026), CVLC has gained +18.2% vs +15.9% 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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