Morgan Stanley ETF Trust (CVSB) Hedge Fund Ownership (Q2 2026)

Morgan Stanley ETF Trust (CVSB)

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

Smart Money Signals — CVSB

Based on 49 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q

For 9 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

49 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 — +48% more funds vs a year ago

fund count last 6Q

+16 new funds entered over the past year (+48% 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

30 buying18 selling

Last quarter: 30 funds were net buyers (12 opened a brand new position + 18 added to an existing one). Only 18 were sellers (13 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 9 → 9 → 11 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 43% entered in last year

■ 12% conviction (2yr+) ■ 45% medium ■ 43% new

Only 6 funds (12%) 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

7 → 9 → 9 → 11 → 12 new funds/Q

New funds entering each quarter: 9 → 9 → 11 → 12. A growing number of institutions are discovering CVSB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

📊

Mixed cohorts — 12% veterans, 49% new entrants

■ 12% veterans ■ 39% 1-2yr ■ 49% new

Of 49 current holders: 6 (12%) held 2+ years, 19 held 1–2 years, 24 (49%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

🏆

Elite ownership — 77% AUM from top-100 funds

77% from top-100 AUM funds

6 of 49 holders are among the 100 largest funds by AUM, controlling 77% 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.

4.6

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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	49	42	16.67%
13F Shares	3M	3M	-1.22%
Total Value	$169M	$169M	-0.27%
New Positions	12	11	+1
Increased Positions	18	21	-3
Closed Positions	5	7	-2
Reduced Positions	13	5	+8
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

16.67%

13F Shares

-1.22%

Total Value

$169M

-0.27%

New Positions

Increased Positions

-3

Closed Positions

-2

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

49 + 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 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Valley Financial Group, Inc.	1.38%	55,066	$2.8M
2	Robinson Smith Wealth Advisors LLC	0.31%	10,116	$512K
3	Sunrise Financial Services, LLC	0.30%	10,108	$512K
4	Rossby Financial, LCC	0.29%	31,179	$1.6M
5	Prism Advisors, Inc.	0.22%	17,652	$894K
6	Professional Financial Solutions LLC /Adv	0.17%	4,430	$224K
7	Mason & Associates Inc	0.16%	19,445	$985K
8	Moran Wealth Management, LLC	0.15%	106,784	$5.4M
9	DeDora Capital, Inc.	0.14%	12,912	$654K
10	Riverwater Partners LLC	0.07%	4,602	$233K
11	PFG Investments, LLC	0.05%	27,986	$1.4M
12	Secure Asset Management, LLC	0.05%	7,292	$369K
13	Dynamic Advisor Solutions LLC	0.04%	25,370	$1.3M
14	RW Investment Management LLC	0.04%	8,131	$412K
15	Perigon Wealth Management, LLC	0.03%	35,131	$1.8M
16	Brookwood Investment Group LLC	0.03%	4,644	$235K
17	Gemmer Asset Management LLC	0.02%	7,023	$356K
18	Pathstone Holdings, LLC	0.02%	126,194	$6.4M
19	Private Advisor Group, LLC	0.02%	75,202	$3.8M
20	Ethos Financial Group, LLC	0.01%	4,398	$223K
21	Ameritas Investment Partners, Inc.	0.01%	9,531	$483K
22	Fiduciary Financial Advisors	0.01%	1,962	$99K
23	Tectonic Advisors LLC	0.01%	4,078	$207K
24	Gladstone Institutional Advisory LLC	0.01%	4,332	$219K
25	Kingsview Wealth Management, LLC	0.01%	10,928	$553K

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 — 9 quarters in a row: For 9 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 — 62% buying: Last quarter: 30 funds were net buyers (12 opened a brand new position + 18 added to an existing one). Only 18 were sellers (13 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CVSB holders?

Elite ownership — 77% AUM from top-100 funds: 6 of 49 holders are among the 100 largest funds by AUM, controlling 77% 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 — 43% entered in last year: Only 6 funds (12%) 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.

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 — 9 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +48% more funds vs a year ago

More buyers than sellers — 62% buying

Steady new buyers — ~12 new funds per quarter

Mostly new holders — 43% entered in last year

Growing discovery — still being found

Mixed cohorts — 12% veterans, 49% new entrants

Elite ownership — 77% 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

Hedge Fund Positioning: CVSB

Statistics: CVSB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Morgan Stanley ETF Trust (CVSB)

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