Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Morgan Stanley ETF Trust (EVMO)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
3Q ▲
Buyers last Q
53%

Smart Money Signals — EVMO

Based on 70 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 3Q
For 3 consecutive quarters, more hedge funds added EVMO 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
70 hedge funds hold EVMO right now — the highest count in 1.0 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.
🟡

Slight buying edge — 53% buying

40 buying35 selling
Last quarter: 40 funds bought or added vs 35 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 — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 15 → 12 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 51% entered in last year

■ 0% conviction (2yr+) ■ 49% medium ■ 51% 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 — ~17 new funds/quarter

15 → 12 → 17 new funds/Q
New funds entering each quarter: 15 → 12 → 17. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 70 current holders: 70 (100%) 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 — 66% AUM from top-100 funds

66% from top-100 AUM funds
12 of 70 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in EVMO. 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 — EVMO

In 2026 Q2, 40 hedge funds were net buyers of EVMO (17 opened a new position, 23 added to an existing one), while 35 reduced or exited (25 trimmed, 10 sold completely) — a 53% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 66% of total institutional value in EVMO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 70.

Hedge Fund Ownership: EVMO

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

Market Analysis: EVMO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EVMO

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 3 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: EVMO
70 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 70 63 11.11%
13F Shares 13M 13M 2.37%
Total Value $633M $623M 1.61%
New Positions 17 12 +5
Increased Positions 23 26 -3
Closed Positions 10 7 +3
Reduced Positions 25 20 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EVMO

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Financial Highlights

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Institutional Holders (2026 Q2)

70 + investors

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

QUARTER:
Top 25 EVMO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 American National Bank of Texas 5.00% 109,512 $5.5M
2 Bensler, LLC 4.16% 941,741 $47.1M
3 Eagle Bay Advisors LLC 3.32% 88,419 $4.4M
4 Berkeley, Inc 2.97% 189,627 $9.5M
5 Northeast Planning Associates, INC. / Nh / 2.95% 84,161 $3.9M
6 Brookwood Investment Group LLC 0.65% 115,283 $5.8M
7 ProCore Advisors, LLC 0.58% 9,347 $467K
8 Wealthspan Partners, LLC 0.49% 30,784 $1.5M
9 TBH Global Asset Management, LLC 0.48% 52,713 $2.6M
10 Hbw Advisory Services LLC 0.41% 91,536 $4.6M
11 Kestra Private Wealth Services, LLC 0.40% 719,818 $36.0M
12 Hennion & Walsh Asset Management, Inc. 0.30% 208,147 $10.4M
13 Optima Capital LLC 0.28% 14,028 $704K
14 Vienna Asset Management LLC 0.25% 7,116 $356K
15 Certified Advisory Corp 0.23% 57,386 $2.9M
16 Elyxium Wealth, LLC 0.22% 42,280 $2.1M
17 Kraft, Davis & Associates, LLC 0.18% 17,329 $865K
18 Bleakley Financial Group, LLC 0.11% 179,602 $9.0M
19 Atlas Wealth LLC 0.11% 15,484 $774K
20 Mgo One Seven LLC 0.09% 109,923 $5.5M
21 IFP Advisors, Inc 0.08% 89,610 $4.5M
22 Private Trust Co NA 0.07% 17,022 $851K
23 Atria Investments, Inc 0.04% 88,590 $4.4M
24 Arax Advisory Partners 0.04% 122,788 $6.1M
25 Gladstone Institutional Advisory LLC 0.03% 18,021 $901K
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 (EVMO)

What does the Smart Money Trend signal show for EVMO?

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

Slight buying edge — 53% buying: Last quarter: 40 funds bought or added vs 35 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 EVMO holders?

Elite ownership — 66% AUM from top-100 funds: 12 of 70 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in EVMO. 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 EVMO?

Mostly new holders — 51% 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.

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