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

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

As of today, CVSB has moved +0.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -0.2%. Since the quarter end (March 31, 2026), CVSB gained +0.2% 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 (CVSB)

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

Smart Money Signals — CVSB

Based on 42 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 CVSB 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

42 hedge funds hold CVSB 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 — +40% more funds vs a year ago

fund count last 6Q

+12 new funds entered over the past year (+40% 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 — 74% buying

32 buying11 selling

Last quarter: 32 funds were net buyers (11 opened a brand new position + 21 added to an existing one). Only 11 were sellers (5 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 6 → 9 → 9 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 40% entered in last year

■ 14% conviction (2yr+) ■ 45% medium ■ 40% new

Only 6 funds (14%) 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.

📈

Growing discovery — still being found

9 → 6 → 9 → 9 → 11 new funds/Q

New funds entering each quarter: 6 → 9 → 9 → 11. A growing number of institutions are discovering CVSB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 57% of holders entered in last year

■ 12% veterans ■ 31% 1-2yr ■ 57% new

Of 42 current holders: 24 (57%) entered in the past year, only 5 (12%) 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.

🏆

Elite ownership — 79% AUM from top-100 funds

79% from top-100 AUM funds

5 of 42 holders are among the 100 largest funds by AUM, controlling 79% of total institutional value in CVSB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.5

out of 10

Moderate Exit Risk

Exit risk score 4.5/10 — 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	42	37	13.51%
13F Shares	3M	3M	13.78%
Total Value	$169M	$153M	10.67%
New Positions	11	9	+2
Increased Positions	21	21	-
Closed Positions	6	7	-1
Reduced Positions	5	5	-
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

13.51%

13F Shares

13.78%

Total Value

$169M

$153M

10.67%

New Positions

Increased Positions

Closed Positions

-1

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

42 + investors

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

QUARTER:

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

Top 25 CVSB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Valley Financial Group, Inc.	1.57%	57,308	$2.9M
2	Strategic Financial Planning, Inc.	0.79%	50,704	$1.3M
3	Sunrise Financial Services, LLC	0.38%	10,570	$535K
4	Robinson Smith Wealth Advisors LLC	0.35%	10,323	$522K
5	Mason & Associates Inc	0.24%	24,522	$1.2M
6	Rossby Financial, LCC	0.24%	23,076	$1.2M
7	Prism Advisors, Inc.	0.23%	17,330	$877K
8	DeDora Capital, Inc.	0.16%	12,522	$634K
9	Riverwater Partners LLC	0.08%	4,857	$246K
10	RW Investment Management LLC	0.07%	13,479	$682K
11	Secure Asset Management, LLC	0.06%	7,407	$375K
12	Dynamic Advisor Solutions LLC	0.04%	23,973	$1.2M
13	Private Advisor Group, LLC	0.04%	160,700	$8.1M
14	Regal Investment Advisors LLC	0.04%	12,258	$620K
15	PFG Investments, LLC	0.03%	12,516	$633K
16	Brookwood Investment Group LLC	0.03%	4,644	$235K
17	Gemmer Asset Management LLC	0.03%	6,951	$352K
18	Pathstone Holdings, LLC	0.03%	126,194	$6.4M
19	Ameritas Investment Partners, Inc.	0.01%	8,868	$449K
20	Gladstone Institutional Advisory LLC	0.01%	4,332	$219K
21	Kingsview Wealth Management, LLC	0.01%	11,290	$571K
22	Arkadios Wealth Advisors	0.01%	8,321	$421K
23	Morgan Stanley	0.01%	2,210,158	$111.8M
24	Godfrey Financial Associates, Inc.	0.01%	151	$8K
25	TFC Financial Management, Inc.	0.01%	911	$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 (CVSB)

What does the Smart Money Trend signal show for CVSB?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added CVSB 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 CVSB?

More buyers than sellers — 74% buying: Last quarter: 32 funds were net buyers (11 opened a brand new position + 21 added to an existing one). Only 11 were sellers (5 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CVSB holders?

Elite ownership — 79% AUM from top-100 funds: 5 of 42 holders are among the 100 largest funds by AUM, controlling 79% of total institutional value in CVSB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CVSB?

Mostly new holders — 40% entered in last year: Only 6 funds (14%) 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 (CVSB) following the 2026 Q1 hedge fund 13F filings?

As of today, CVSB has moved +0.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -0.2%. Since the quarter end (March 31, 2026), CVSB has gained +0.2% 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 (CVSB)

Smart Money Signals — CVSB

Buying streak — 8 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +40% more funds vs a year ago

More buyers than sellers — 74% buying

Steady new buyers — ~11 new funds per quarter

Mostly new holders — 40% entered in last year

Growing discovery — still being found

Early stage — 57% of holders entered in last year

Elite ownership — 79% AUM from top-100 funds

Institutional Sentiment Summary — CVSB

Hedge Fund Ownership: CVSB

Market Analysis: CVSB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CVSB

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

Hedge Fund Positioning: CVSB

Statistics: CVSB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Morgan Stanley ETF Trust (CVSB)

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