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

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

As of today, EVIM has moved +0.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -0.5%. Since the quarter end (March 31, 2026), EVIM gained +1.4% vs +15.1% 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.

Morgan Stanley ETF Trust (EVIM)

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

Smart Money Signals — EVIM

Based on 39 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 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

39 hedge funds hold EVIM 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 — +388% more funds vs a year ago

fund count last 6Q

+31 new funds entered over the past year (+388% 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 — 82% buying

33 buying7 selling

Last quarter: 33 funds were net buyers (15 opened a brand new position + 18 added to an existing one). Only 7 were sellers (4 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 5 → 6 → 14 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 77% entered in last year

■ 3% conviction (2yr+) ■ 21% medium ■ 77% new

Only 1 funds (3%) 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

2 → 5 → 6 → 14 → 15 new funds/Q

New funds entering each quarter: 5 → 6 → 14 → 15. A growing number of institutions are discovering EVIM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 85% of holders entered in last year

■ 5% veterans ■ 10% 1-2yr ■ 85% new

Of 39 current holders: 33 (85%) entered in the past year, only 2 (5%) 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 — 42% AUM from top-100 funds

42% from top-100 AUM funds

4 of 39 holders are among the 100 largest funds by AUM, controlling 42% 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	39	27	44.44%
13F Shares	5M	4M	29.94%
Total Value	$238M	$186M	27.98%
New Positions	15	14	+1
Increased Positions	18	11	+7
Closed Positions	3	3	-
Reduced Positions	4	1	+3
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

44.44%

13F Shares

29.94%

Total Value

$238M

$186M

27.98%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

39 + investors

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

QUARTER:

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

Top 25 EVIM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	FWG Holdings, LLC	3.91%	196,386	$10.3M
2	Coign Capital Advisors LLC	2.58%	93,291	$4.9M
3	SK Wealth Management, LLC	2.46%	168,303	$8.9M
4	Clear Trail Advisors, LLC	0.80%	91,499	$4.8M
5	Crusonia Wealth Advisors LLC	0.65%	60,266	$3.2M
6	Spartan Wealth Advisory Services LLC	0.46%	99,230	$5.2M
7	&Partners	0.38%	1,453,116	$76.7M
8	FSA Advisors, Inc.	0.38%	10,939	$575K
9	Miller Financial Services LLC	0.30%	5,240	$275K
10	Legacy Private Trust Co.	0.29%	88,780	$4.7M
11	Clear Investment Research, LLC	0.22%	2,626	$138K
12	Crumly & Associates Inc.	0.19%	16,978	$892K
13	Interchange Capital Partners, LLC	0.13%	7,562	$397K
14	TCFG Investment Advisors, LLC	0.09%	4,400	$231K
15	Tcfg Wealth Management, LLC	0.09%	4,400	$231K
16	Cornerstone Wealth Management, LLC	0.02%	7,625	$401K
17	Envestnet Asset Management Inc	0.02%	1,347,339	$70.8M
18	Creative Financial Designs Inc /Adv	0.02%	5,604	$294K
19	Regal Investment Advisors LLC	0.02%	5,360	$282K
20	Integrated Wealth Concepts LLC	0.02%	37,704	$2.0M
21	Clarity Asset Management, Inc.	0.01%	491	$26K
22	Rossby Financial, LCC	0.01%	845	$44K
23	Raymond James Financial Inc	0.00%	184,083	$9.7M
24	Sanctuary Advisors, LLC	0.00%	9,920	$521K
25	IFP Advisors, Inc	0.00%	2,554	$134K

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 — 4 quarters in a row: For 4 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 — 82% buying: Last quarter: 33 funds were net buyers (15 opened a brand new position + 18 added to an existing one). Only 7 were sellers (4 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EVIM holders?

Elite ownership — 42% AUM from top-100 funds: 4 of 39 holders are among the 100 largest funds by AUM, controlling 42% 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 — 77% entered in last year: Only 1 funds (3%) 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 (EVIM) following the 2026 Q1 hedge fund 13F filings?

As of today, EVIM has moved +0.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -0.5%. Since the quarter end (March 31, 2026), EVIM has gained +1.4% vs +15.1% 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.

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Morgan Stanley ETF Trust (EVIM)

Smart Money Signals — EVIM

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +388% more funds vs a year ago

More buyers than sellers — 82% buying

Steady new buyers — ~15 new funds per quarter

Mostly new holders — 77% entered in last year

Growing discovery — still being found

Early stage — 85% of holders entered in last year

Elite ownership — 42% AUM from top-100 funds

Institutional Sentiment Summary — EVIM

Hedge Fund Ownership: EVIM

Market Analysis: EVIM

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: EVIM

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

Hedge Fund Positioning: EVIM

Statistics: EVIM

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Morgan Stanley ETF Trust (EVIM)

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