Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Morgan Stanley ETF Trust (EVHY)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
2Q ▲
Buyers last Q
50%

Smart Money Signals — EVHY

Based on 8 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added EVHY 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
8 hedge funds hold EVHY right now — the highest count in 2.5 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 — +60% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+60% 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.
🟡

Slight buying edge — 50% buying

3 buying3 selling
Last quarter: 3 funds bought or added vs 3 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 1 → 1 → 2 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 25% long-term, 50% new

25% conviction (2yr+) 25% medium 50% new
Of the 8 current holders: 2 (25%) held >2 years, 2 held 1–2 years, and 4 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~3 new funds/quarter

1 → 1 → 1 → 2 → 3 new funds/Q
New funds entering each quarter: 1 → 1 → 2 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 62% of holders entered in last year

25% veterans 12% 1-2yr 62% new
Of 8 current holders: 5 (62%) entered in the past year, only 2 (25%) 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 — 93% AUM from top-100 funds

93% from top-100 AUM funds
2 of 8 holders are among the 100 largest funds by AUM, controlling 93% of total institutional value in EVHY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.0
out of 10
Moderate Exit Risk
Exit risk score 5.0/10 — 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 — EVHY

In 2026 Q1, 3 hedge funds were net buyers of EVHY (3 opened a brand-new position), while 3 reduced or exited (2 trimmed, 1 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 93% of total institutional value in EVHY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 8.

Hedge Fund Ownership: EVHY

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

Market Analysis: EVHY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EVHY

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

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

Signal Freshness measures how much EVHY 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 · 76d ago
EVHY
+0.8%
SPY
+14.1%

EVHY outperformed SPY by -13.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
EVHY
+1.1%
SPY
+0.3%

Since the filing became public, EVHY outperformed SPY by +0.8% .

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.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: EVHY
8 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 8 6 33.33%
13F Shares 398K 476K -16.37%
Total Value $21M $25M -18.06%
New Positions 3 2 +1
Increased Positions 0 2 -2
Closed Positions 1 1 -
Reduced Positions 2 1 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EVHY

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Institutional Holders (2026 Q1)

8 + investors

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

QUARTER:
Top 8 EVHY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Viawealth, LLC 0.31% 10,677 $554K
2 Wesbanco Bank Inc 0.01% 10,000 $519K
3 Morgan Stanley 0.00% 362,405 $18.8M
4 Harbour Investments, INC. 0.00% 1,300 $68K
5 Fifth Third Bancorp 0.00% 5,416 $281K
6 Geneos Wealth Management Inc. 0.00% 400 $21K
7 Jane Street Group, LLC 0.00% 7,021 $365K
8 Osaic Holdings, INC. 0.00% 470 $24K
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 (EVHY)

What does the Smart Money Trend signal show for EVHY?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added EVHY 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 EVHY?

Slight buying edge — 50% buying: Last quarter: 3 funds bought or added vs 3 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EVHY holders?

Elite ownership — 93% AUM from top-100 funds: 2 of 8 holders are among the 100 largest funds by AUM, controlling 93% of total institutional value in EVHY. 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 EVHY?

Mixed — 25% long-term, 50% new: Of the 8 current holders: 2 (25%) held >2 years, 2 held 1–2 years, and 4 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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

As of today, EVHY has moved +1.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +0.8%. Since the quarter end (March 31, 2026), EVHY has gained +0.8% vs +14.1% 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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