Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Morgan Stanley ETF Trust (EVSD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
8Q ▲
Buyers last Q
65%

Smart Money Signals — EVSD

Based on 88 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added EVSD 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
88 hedge funds hold EVSD 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 — +126% more funds vs a year ago

fund count last 6Q
+49 new funds entered over the past year (+126% 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 — 65% buying

61 buying33 selling
Last quarter: 61 funds were net buyers (22 opened a brand new position + 39 added to an existing one). Only 33 were sellers (23 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~22 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 17 → 19 → 22. 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

■ 11% conviction (2yr+) ■ 38% medium ■ 51% new
Only 10 funds (11%) 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

15 → 14 → 17 → 19 → 22 new funds/Q
New funds entering each quarter: 14 → 17 → 19 → 22. A growing number of institutions are discovering EVSD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 70% of holders entered in last year

■ 0% veterans ■ 30% 1-2yr ■ 70% new
Of 88 current holders: 62 (70%) 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 — 67% AUM from top-100 funds

67% from top-100 AUM funds
10 of 88 holders are among the 100 largest funds by AUM, controlling 67% of total institutional value in EVSD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.5
out of 10
Moderate Exit Risk
Exit risk score 5.5/10 — 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 — EVSD

In 2026 Q2, 61 hedge funds were net buyers of EVSD (22 opened a new position, 39 added to an existing one), while 33 reduced or exited (23 trimmed, 10 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 67% of total institutional value in EVSD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 88.

Hedge Fund Ownership: EVSD

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

Market Analysis: EVSD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EVSD

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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 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: EVSD
87 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 87 76 14.47%
13F Shares 19M 17M 11.52%
Total Value $952M $847M 12.32%
New Positions 21 19 +2
Increased Positions 39 39 -
Closed Positions 10 8 +2
Reduced Positions 23 13 +10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EVSD

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Financial Highlights

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Institutional Holders (2026 Q2)

87 + investors

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

QUARTER:
Top 25 EVSD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Blue Water Asset Management 5.72% 348,359 $17.7M
2 Tilson Financial Group, Inc. 4.74% 338,935 $17.2M
3 Prism Advisors, Inc. 3.85% 311,981 $15.9M
4 Per Stirling Capital Management, LLC. 2.62% 542,407 $27.6M
5 Platform Technology Partners 2.41% 289,968 $14.7M
6 Wealthspan Partners, LLC 2.10% 130,753 $6.6M
7 Clear Trail Advisors, LLC 1.15% 147,544 $7.5M
8 FWG Holdings, LLC 1.14% 64,539 $3.3M
9 Nemes Rush Group LLC 0.95% 226,338 $11.5M
10 Prevail Innovative Wealth Advisors, LLC 0.92% 121,407 $6.2M
11 SAM Advisors, LLC 0.64% 46,319 $2.4M
12 Systelligence, LLC 0.64% 75,417 $3.8M
13 PCM Encore, LLC 0.62% 69,240 $3.5M
14 Opal Wealth Advisors, LLC 0.43% 38,822 $2.0M
15 NorthLanding Financial Partners, LLC 0.31% 8,821 $449K
16 Liberty One Investment Management, LLC 0.31% 60,012 $3.1M
17 Kinetic Wealth Investment Advisors LLC 0.27% 11,226 $571K
18 Gateway Wealth Partners, LLC 0.25% 82,608 $4.2M
19 Stonebridge Financial Group, LLC / MO 0.25% 7,425 $378K
20 Millington Securities, LLC 0.21% 14,671 $747K
21 Cherry Creek Investment Advisors, Inc. 0.18% 8,952 $455K
22 IHT Wealth Management, LLC 0.17% 157,002 $8.0M
23 Wbi Investments, LLC 0.17% 13,359 $679K
24 Mma Asset Management LLC 0.13% 8,216 $418K
25 Mgo One Seven LLC 0.12% 139,413 $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 (EVSD)

What does the Smart Money Trend signal show for EVSD?

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

More buyers than sellers — 65% buying: Last quarter: 61 funds were net buyers (22 opened a brand new position + 39 added to an existing one). Only 33 were sellers (23 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EVSD holders?

Elite ownership — 67% AUM from top-100 funds: 10 of 88 holders are among the 100 largest funds by AUM, controlling 67% of total institutional value in EVSD. 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 EVSD?

Mostly new holders — 51% entered in last year: Only 10 funds (11%) 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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