MORGAN STANLEY ETF TRUST (EVSD): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

MORGAN STANLEY ETF TRUST (EVSD)

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

Smart Money Signals — EVSD

Based on 64 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q

For 6 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

64 hedge funds hold EVSD right now — the highest count in 1.8 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 — +191% more funds vs a year ago

fund count last 6Q

+42 new funds entered over the past year (+191% 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 — 75% buying

46 buying15 selling

Last quarter: 46 funds were net buyers (17 opened a brand new position + 29 added to an existing one). Only 15 were sellers (12 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 7 → 14 → 14 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 61% entered in last year

■ 0% conviction (2yr+) ■ 39% medium ■ 61% 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.

📈

Growing discovery — still being found

4 → 7 → 14 → 14 → 17 new funds/Q

New funds entering each quarter: 7 → 14 → 14 → 17. A growing number of institutions are discovering EVSD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 75% of holders entered in last year

■ 0% veterans ■ 25% 1-2yr ■ 75% new

Of 64 current holders: 48 (75%) 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

7 of 64 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.

6.5

out of 10

Moderate Exit Risk

Exit risk score 6.5/10 — 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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	64	50	28.0%
13F Shares	11M	10M	16.55%
Total Value	$582M	$499M	16.61%
New Positions	17	14	+3
Increased Positions	29	25	+4
Closed Positions	3	2	+1
Reduced Positions	12	8	+4
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

28.0%

13F Shares

11M

10M

16.55%

Total Value

$582M

$499M

16.61%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

64 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of EVSD — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Tilson Financial Group, Inc.	5.06%	331,240	$16.9M
2	Prism Advisors, Inc.	4.07%	298,979	$15.2M
3	Platform Technology Partners	2.56%	260,234	$13.3M
4	WEALTHSPAN PARTNERS, LLC	2.32%	129,435	$6.6M
5	FWG Holdings, LLC	1.61%	83,755	$4.3M
6	Clear Trail Advisors, LLC	1.13%	133,525	$6.8M
7	Nemes Rush Group LLC	1.06%	218,876	$11.1M
8	Systelligence, LLC	0.98%	98,632	$5.0M
9	SAM Advisors, LLC	0.63%	39,714	$2.0M
10	Opal Wealth Advisors, LLC	0.45%	38,822	$2.0M
11	CREATIVE FINANCIAL DESIGNS INC /ADV	0.43%	139,414	$7.1M
12	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.37%	43,548	$2.2M
13	NorthLanding Financial Partners, LLC	0.36%	8,732	$445K
14	Stonebridge Financial Group, LLC / MO	0.32%	7,401	$377K
15	Cherry Creek Investment Advisors, Inc.	0.21%	9,668	$492K
16	Sovran Advisors, LLC	0.15%	37,069	$1.9M
17	MMA ASSET MANAGEMENT LLC	0.14%	8,086	$412K
18	Dynamic Advisor Solutions LLC	0.06%	36,839	$1.9M
19	First American Bank	0.04%	11,208	$571K
20	First Heartland Consultants, Inc.	0.03%	8,960	$456K
21	Merit Financial Group, LLC	0.03%	82,545	$4.2M
22	Clayton Financial Group LLC	0.03%	1,148	$58K
23	Private Advisor Group, LLC	0.03%	123,004	$6.3M
24	Janney Montgomery Scott LLC	0.03%	202,908	$10K
25	PFG Investments, LLC	0.01%	5,522	$281K

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 — 6 quarters in a row: For 6 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 — 75% buying: Last quarter: 46 funds were net buyers (17 opened a brand new position + 29 added to an existing one). Only 15 were sellers (12 trimmed + 3 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: 7 of 64 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 — 61% 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.

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MORGAN STANLEY ETF TRUST (EVSD)

Smart Money Signals — EVSD

Buying streak — 6 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +191% more funds vs a year ago

More buyers than sellers — 75% buying

Steady new buyers — ~17 new funds per quarter

Mostly new holders — 61% entered in last year

Growing discovery — still being found

Early stage — 75% of holders entered in last year

Elite ownership — 67% AUM from top-100 funds

Hedge Fund Ownership: EVSD

Market Analysis: EVSD

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: EVSD

Hedge Fund Positioning: EVSD

Statistics: EVSD

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — MORGAN STANLEY ETF TRUST (EVSD)

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