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

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

As of today, CVMC has moved +7.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.5% for the SPY sector ETF — an outperformance of +8.1%. Since the quarter end (March 31, 2026), CVMC gained +17.3% vs +13.0% 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 (CVMC)

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

Smart Money Signals — CVMC

Based on 44 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added CVMC 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

44 hedge funds hold CVMC 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 — +38% more funds vs a year ago

fund count last 6Q

+12 new funds entered over the past year (+38% 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 — 64% buying

30 buying17 selling

Last quarter: 30 funds were net buyers (10 opened a brand new position + 20 added to an existing one). Only 17 were sellers (8 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 7 → 6 → 12 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 48% entered in last year

■ 16% conviction (2yr+) ■ 36% medium ■ 48% new

Only 7 funds (16%) 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 — ~10 new funds/quarter

9 → 7 → 6 → 12 → 10 new funds/Q

New funds entering each quarter: 7 → 6 → 12 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 66% of holders entered in last year

■ 14% veterans ■ 20% 1-2yr ■ 66% new

Of 44 current holders: 29 (66%) entered in the past year, only 6 (14%) 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 — 24% AUM from major funds

24% from top-100 AUM funds

6 of 44 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.8

out of 10

Moderate Exit Risk

Exit risk score 4.8/10 — 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	44	43	2.33%
13F Shares	981K	1M	-3.25%
Total Value	$60M	$65M	-6.79%
New Positions	10	12	-2
Increased Positions	20	14	+6
Closed Positions	9	4	+5
Reduced Positions	8	10	-2
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

2.33%

13F Shares

981K

-3.25%

Total Value

$60M

$65M

-6.79%

New Positions

-2

Increased Positions

Closed Positions

Reduced Positions

-2

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

44 + investors

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

QUARTER:

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

Top 25 CVMC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	First Pacific Financial	2.06%	250,140	$16.0M
2	North Berkeley Wealth Management, LLC	1.29%	38,261	$2.4M
3	Joel Adams & Associates, Inc.	1.22%	25,728	$1.6M
4	Sandbox Financial Partners, LLC	0.27%	15,186	$972K
5	Archer Investment Management, LLC	0.27%	10,140	$649K
6	Mason & Associates Inc	0.14%	11,467	$714K
7	Collaborative Wealth Managment Inc.	0.10%	3,544	$227K
8	RMG Wealth Management LLC	0.05%	5,703	$405K
9	Ameritas Investment Partners, Inc.	0.04%	22,096	$1.4M
10	BSW Wealth Partners	0.04%	4,840	$310K
11	EP Wealth Advisors, LLC	0.03%	109,884	$7.0M
12	Dynamic Advisor Solutions LLC	0.03%	15,593	$998K
13	Per Stirling Capital Management, LLC.	0.03%	3,896	$249K
14	Cdkv Holdings LLC	0.03%	476	$30K
15	Founders Financial Securities LLC	0.02%	5,552	$374K
16	Millstone Evans Group, LLC	0.02%	516	$33K
17	Money Concepts Capital Corp	0.02%	4,633	$297K
18	Gemmer Asset Management LLC	0.02%	3,220	$206K
19	Financial Engines Advisors L.L.C.	0.01%	114,156	$7.3M
20	Triumph Capital Management	0.01%	825	$53K
21	Journey Strategic Wealth LLC	0.01%	6,123	$392K
22	Horizon Investments, LLC	0.01%	11,076	$709K
23	Mission Wealth Management, LP	0.01%	3,843	$246K
24	McIlrath & Eck, LLC	0.00%	873	$56K
25	Cwm, LLC	0.00%	19,855	$1.3M

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 (CVMC)

What does the Smart Money Trend signal show for CVMC?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added CVMC 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 CVMC?

More buyers than sellers — 64% buying: Last quarter: 30 funds were net buyers (10 opened a brand new position + 20 added to an existing one). Only 17 were sellers (8 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CVMC holders?

Strong quality — 24% AUM from major funds: 6 of 44 holders rank in the top 100 by AUM, accounting for 24% 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 CVMC?

Mostly new holders — 48% entered in last year: Only 7 funds (16%) 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 (CVMC) following the 2026 Q1 hedge fund 13F filings?

As of today, CVMC has moved +7.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.5% for the SPY sector ETF — an outperformance of +8.1%. Since the quarter end (March 31, 2026), CVMC has gained +17.3% vs +13.0% 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 (CVMC)

Smart Money Signals — CVMC

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +38% more funds vs a year ago

More buyers than sellers — 64% buying

Steady new buyers — ~10 new funds per quarter

Mostly new holders — 48% entered in last year

Steady discovery — ~10 new funds/quarter

Early stage — 66% of holders entered in last year

Strong quality — 24% AUM from major funds

Institutional Sentiment Summary — CVMC

Hedge Fund Ownership: CVMC

Market Analysis: CVMC

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CVMC

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

Hedge Fund Positioning: CVMC

Statistics: CVMC

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Morgan Stanley ETF Trust (CVMC)

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