Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Morgan Stanley ETF Trust (EVSM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
10Q ▲
Buyers last Q
67%

Smart Money Signals — EVSM

Based on 106 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 consecutive quarters, more hedge funds added EVSM 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
106 hedge funds hold EVSM right now — the highest count in 3.0 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 — +147% more funds vs a year ago

fund count last 6Q
+63 new funds entered over the past year (+147% 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 — 67% buying

75 buying37 selling
Last quarter: 75 funds were net buyers (28 opened a brand new position + 47 added to an existing one). Only 37 were sellers (24 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~28 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 23 → 18 → 28 → 28. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 54% entered in last year

■ 1% conviction (2yr+) ■ 45% medium ■ 54% new
Only 1 funds (1%) 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

18 → 23 → 18 → 28 → 28 new funds/Q
New funds entering each quarter: 23 → 18 → 28 → 28. A growing number of institutions are discovering EVSM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 77% of holders entered in last year

■ 1% veterans ■ 22% 1-2yr ■ 77% new
Of 106 current holders: 82 (77%) entered in the past year, only 1 (1%) 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 — 64% AUM from top-100 funds

64% from top-100 AUM funds
11 of 106 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in EVSM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.7
out of 10
Moderate Exit Risk
Exit risk score 5.7/10 — 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 — EVSM

In 2026 Q2, 75 hedge funds were net buyers of EVSM (28 opened a new position, 47 added to an existing one), while 37 reduced or exited (24 trimmed, 13 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. This marks 10 consecutive quarters of net institutional buying — a persistent conviction signal. 64% of total institutional value in EVSM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 106.

Hedge Fund Ownership: EVSM

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

Market Analysis: EVSM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EVSM

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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 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: EVSM
106 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 106 91 16.48%
13F Shares 9M 8M 9.28%
Total Value $446M $402M 10.87%
New Positions 28 28 -
Increased Positions 47 41 +6
Closed Positions 13 10 +3
Reduced Positions 24 17 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EVSM

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Financial Highlights

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Institutional Holders (2026 Q2)

106 + investors

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

QUARTER:
Top 25 EVSM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tilson Financial Group, Inc. 2.50% 180,493 $9.1M
2 Sunflower Bank, N.A. 2.37% 196,868 $9.9M
3 Garrett Wealth Advisory Group, LLC 2.17% 279,990 $14.1M
4 Wealthspan Partners, LLC 0.85% 53,492 $2.7M
5 ORBA Wealth Advisors, L.L.C. 0.78% 18,223 $917K
6 Milestones Private Investment Advisors LLC 0.61% 15,212 $765K
7 Diversified Portfolios, Inc. 0.55% 150,334 $7.6M
8 Panoramic Investment Advisors, LLC 0.52% 21,598 $1.1M
9 Oasis Advisors, LLC 0.49% 15,127 $761K
10 Rossby Financial, LCC 0.44% 47,335 $2.4M
11 FSA Advisors, Inc. 0.37% 16,097 $810K
12 Providence Financial Advisors, LLC 0.35% 12,124 $610K
13 MBA Advisors LLC 0.34% 20,186 $1.0M
14 Asset Allocation Strategies LLC 0.31% 40,614 $2.0M
15 Per Stirling Capital Management, LLC. 0.26% 53,927 $2.7M
16 PCM Encore, LLC 0.20% 22,622 $1.1M
17 Genesis Private Wealth, LLC 0.18% 12,852 $647K
18 Nemes Rush Group LLC 0.16% 39,137 $2.0M
19 Coign Capital Advisors LLC 0.12% 5,319 $268K
20 Chokshi & Queen Wealth Advisors, Inc 0.11% 4,815 $242K
21 Peoples Bank /Oh 0.11% 4,313 $217K
22 Howard Wealth Management, LLC 0.10% 5,638 $284K
23 WNY Asset Management, LLC 0.10% 21,477 $1.1M
24 BridgePort Financial Solutions, LLC 0.09% 6,997 $352K
25 Financial Solutions Advisory Group, Inc. 0.09% 13,500 $679K
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 (EVSM)

What does the Smart Money Trend signal show for EVSM?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added EVSM 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 EVSM?

More buyers than sellers — 67% buying: Last quarter: 75 funds were net buyers (28 opened a brand new position + 47 added to an existing one). Only 37 were sellers (24 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EVSM holders?

Elite ownership — 64% AUM from top-100 funds: 11 of 106 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in EVSM. 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 EVSM?

Mostly new holders — 54% entered in last year: Only 1 funds (1%) 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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