Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

MORGAN STANLEY ETF TRUST (EVLN)

46 + 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
7Q ▲
Buyers last Q
52%

Smart Money Signals — EVLN

Based on 46 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 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
46 hedge funds hold EVLN right now — the highest count in 2.0 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 — +119% more funds vs a year ago

fund count last 6Q
+25 new funds entered over the past year (+119% 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 — 52% buying

27 buying25 selling
Last quarter: 27 funds bought or added vs 25 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.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 10 → 8 → 17 → 9. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 57% entered in last year

■ 0% conviction (2yr+) ■ 43% medium ■ 57% new
Only 0 funds (0%) 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.
➡️

Steady discovery — ~9 new funds/quarter

6 → 10 → 8 → 17 → 9 new funds/Q
New funds entering each quarter: 10 → 8 → 17 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 72% of holders entered in last year

■ 0% veterans ■ 28% 1-2yr ■ 72% new
Of 46 current holders: 33 (72%) 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 — 32% AUM from major funds

32% from top-100 AUM funds
8 of 46 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.9
out of 10
Moderate Exit Risk
Exit risk score 5.9/10 — 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: 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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 1 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: EVLN
2026 Q1 Stats Unlock in 17 days 46 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 46 45 2.22%
13F Shares 25M 28M -12.82%
Total Value $1.22B $1.40B -13.17%
New Positions 9 17 -8
Increased Positions 18 20 -2
Closed Positions 8 2 +6
Reduced Positions 17 5 +12
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EVLN

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

46 + investors

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

Top 16 institutional holders of EVLN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 QTR Family Wealth, LLC 0.78% 38,693 $1.9M
2 Impact Partnership Wealth, LLC 0.29% 48,451 $2.3M
3 Obermeyer Wealth Partners 0.26% 118,867 $5.7M
4 WEALTHSPAN PARTNERS, LLC 0.25% 14,955 $721K
5 Fortitude Advisory Group L.L.C. 0.12% 5,316 $256K
6 Next Level Private LLC 0.10% 8,973 $432K
7 CENTRAL TRUST Co 0.10% 100,578 $4.8M
8 Bill Few Associates, Inc. 0.08% 6,838 $329K
9 FOUNDERS FINANCIAL SECURITIES LLC 0.07% 25,669 $1.2M
10 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.01% 5,351 $258K
11 Stratos Wealth Partners, LTD. 0.01% 23,881 $1.2M
12 Kestra Advisory Services, LLC 0.00% 14,039 $676K
13 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 17,955 $868K
14 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 24,442 $1.2M
15 FIFTH THIRD BANCORP 0.00% 2,791 $134K
16 IFP Advisors, Inc 0.00% 100 $5K
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 — 7 quarters in a row: For 7 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 — 52% buying: Last quarter: 27 funds bought or added vs 25 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 — 32% AUM from major funds: 8 of 46 holders rank in the top 100 by AUM, accounting for 32% 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 — 57% entered in last year: Only 0 funds (0%) 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.