Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

MORGAN STANLEY ETF TRUST (EVIM)

25 + Investors. Track Smart Money conviction in EVIM. 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
↑ +10
Streak
3Q ▲
Buyers last Q
85%

Smart Money Signals — EVIM

Based on 25 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added EVIM 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
25 hedge funds hold EVIM right now — the highest count in 2.2 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 — +212% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+212% 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 — 85% buying

23 buying4 selling
Last quarter: 23 funds were net buyers (13 opened a brand new position + 10 added to an existing one). Only 4 were sellers (1 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new EVIM position: 1 → 5 → 6 → 13. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 76% entered in last year

4% conviction (2yr+) 20% medium 76% new
Only 1 funds (4%) 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

4 → 1 → 5 → 6 → 13 new funds/Q
New funds entering each quarter: 1 → 5 → 6 → 13. A growing number of institutions are discovering EVIM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 84% of holders entered in last year

0% veterans 16% 1-2yr 84% new
Of 25 current holders: 21 (84%) entered in the past year, only 0 (0%) 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 — 48% AUM from top-100 funds

48% from top-100 AUM funds
3 of 25 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in EVIM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
6.9
out of 10
Moderate Exit Risk
Exit risk score 6.9/10 — 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.

Hedge Fund Ownership: EVIM

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

Market Analysis: EVIM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EVIM

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: EVIM
2026 Q1 Stats Unlock in 15 days 25 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 25 15 66.67%
13F Shares 3M 3M 15.77%
Total Value $181M $155M 17.12%
New Positions 13 6 +7
Increased Positions 10 4 +6
Closed Positions 3 3 -
Reduced Positions 1 4 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EVIM

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Financial Highlights

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Institutional Holders (2026 Q1)

25 + investors

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

Top 20 institutional holders of EVIM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 FWG Holdings, LLC 3.91% 196,386 $10.3M
2 Clear Trail Advisors, LLC 0.80% 91,499 $4.8M
3 Miller Financial Services LLC 0.30% 5,240 $275K
4 Legacy Private Trust Co. 0.29% 88,780 $4.7M
5 CLEAR INVESTMENT RESEARCH, LLC 0.22% 2,626 $138K
6 Crumly & Associates Inc. 0.19% 16,978 $892K
7 Interchange Capital Partners, LLC 0.13% 7,562 $397K
8 TCFG WEALTH MANAGEMENT, LLC 0.09% 4,400 $231K
9 Cornerstone Wealth Management, LLC 0.02% 7,625 $401K
10 ENVESTNET ASSET MANAGEMENT INC 0.02% 1,347,339 $70.8M
11 CREATIVE FINANCIAL DESIGNS INC /ADV 0.02% 5,604 $294K
12 Clarity Asset Management, Inc. 0.01% 491 $26K
13 Sanctuary Advisors, LLC 0.00% 9,920 $521K
14 IFP Advisors, Inc 0.00% 2,554 $134K
15 Private Advisor Group, LLC 0.00% 8,491 $446K
16 PRIVATE TRUST CO NA 0.00% 250 $13K
17 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 12,976 $682K
18 Janney Montgomery Scott LLC 0.00% 5,739
19 Cambridge Investment Research Advisors, Inc. 0.00% 3,816
20 FIFTH THIRD BANCORP 0.00% 1,334 $70K
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 (EVIM)

What does the Smart Money Trend signal show for EVIM?

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

More buyers than sellers — 85% buying: Last quarter: 23 funds were net buyers (13 opened a brand new position + 10 added to an existing one). Only 4 were sellers (1 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EVIM holders?

Elite ownership — 48% AUM from top-100 funds: 3 of 25 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in EVIM. 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 EVIM?

Mostly new holders — 76% entered in last year: Only 1 funds (4%) 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.

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.