Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Morgan Stanley ETF Trust (EVLN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
8Q ▲
Buyers last Q
51%

Smart Money Signals — EVLN

Based on 48 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 EVLN 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
48 hedge funds hold EVLN 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 — +71% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+71% 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 — 51% buying

27 buying26 selling
Last quarter: 27 funds bought or added vs 26 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 — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 17 → 9 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 50% entered in last year

■ 8% conviction (2yr+) ■ 42% medium ■ 50% new
Only 4 funds (8%) 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.
📊

Peak discovery — momentum slowing

10 → 9 → 17 → 9 → 10 new funds/Q
New funds entering each quarter: 9 → 17 → 9 → 10. EVLN is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 73% of holders entered in last year

■ 0% veterans ■ 27% 1-2yr ■ 73% new
Of 48 current holders: 35 (73%) 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.
✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
9 of 48 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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 — EVLN

In 2026 Q1, 27 hedge funds were net buyers of EVLN (10 opened a new position, 17 added to an existing one), while 26 reduced or exited (17 trimmed, 9 sold completely) — a 51% buyer ratio, indicating a slight buying edge. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 31% of total institutional value in EVLN is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 48.

Hedge Fund Ownership: EVLN

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

Market Analysis: EVLN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EVLN

-- --

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

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

Signal Freshness measures how much EVLN 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 · 81d ago
EVLN
+1.4%
SPY
+15.1%

EVLN outperformed SPY by -13.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
EVLN
+0.5%
SPY
+1.3%

Since the filing became public, EVLN 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.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: EVLN
47 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 47 47 -
13F Shares 24M 25M -0.85%
Total Value $1.17B $1.22B -3.43%
New Positions 9 9 -
Increased Positions 17 18 -1
Closed Positions 9 8 +1
Reduced Positions 17 18 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EVLN

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Financial Highlights

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Institutional Holders (2026 Q1)

47 + investors

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

QUARTER:
Top 25 EVLN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Texas Permanent School Fund Corp 26.81% 15,008,187 $723.1M
2 Eldridge Investment Advisors, Inc. 1.90% 179,581 $8.7M
3 Founders Financial Alliance, LLC 0.99% 114,237 $5.5M
4 Spartan Wealth Advisory Services LLC 0.87% 207,588 $10.0M
5 QTR Family Wealth, LLC 0.78% 38,693 $1.9M
6 Dynamic Financial Group 0.52% 13,156 $634K
7 Impact Partnership Wealth, LLC 0.29% 48,451 $2.3M
8 Obermeyer Wealth Partners 0.26% 118,867 $5.7M
9 Wealthspan Partners, LLC 0.25% 14,955 $721K
10 Blue Water Asset Management 0.16% 9,698 $467K
11 LeClair Wealth Partners LLC 0.16% 9,698 $467K
12 Fortitude Advisory Group L.L.C. 0.12% 5,316 $256K
13 Allworth Financial LP 0.11% 550,340 $26.5M
14 Next Level Private LLC 0.10% 8,973 $432K
15 CENTRAL TRUST Co 0.10% 100,578 $4.8M
16 Bill Few Associates, Inc. 0.08% 6,838 $329K
17 Founders Financial Securities LLC 0.07% 25,669 $1.2M
18 Western Wealth Management, LLC 0.07% 42,075 $2.0M
19 Visionary Wealth Advisors 0.07% 34,394 $1.7M
20 WNY Asset Management, LLC 0.02% 4,309 $208K
21 Gladstone Institutional Advisory LLC 0.02% 11,185 $539K
22 Morgan Stanley 0.02% 6,350,549 $306.0M
23 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.01% 5,351 $258K
24 Stratos Wealth Partners, LTD. 0.01% 23,881 $1.2M
25 Corient Private Wealth LLC 0.01% 147,174 $7.1M
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 (EVLN)

What does the Smart Money Trend signal show for EVLN?

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

Slight buying edge — 51% buying: Last quarter: 27 funds bought or added vs 26 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 EVLN holders?

Strong quality — 31% AUM from major funds: 9 of 48 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held EVLN?

Mostly new holders — 50% entered in last year: Only 4 funds (8%) 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 (EVLN) following the 2026 Q1 hedge fund 13F filings?

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

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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