Morgan Stanley ETF Trust (EVSM): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Morgan Stanley ETF Trust (EVSM) following the 2026 Q1 hedge fund 13F filings?

As of today, EVSM has moved +0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -1.7%. Since the quarter end (March 31, 2026), EVSM gained +0.4% vs +15.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Morgan Stanley ETF Trust (EVSM)

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

Smart Money Signals — EVSM

Based on 91 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q

For 9 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

91 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 — +214% more funds vs a year ago

fund count last 6Q

+62 new funds entered over the past year (+214% 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 — 73% buying

69 buying26 selling

Last quarter: 69 funds were net buyers (28 opened a brand new position + 41 added to an existing one). Only 26 were sellers (17 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter

Funds opening a new EVSM position: 17 → 23 → 18 → 28. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 62% entered in last year

■ 2% conviction (2yr+) ■ 36% medium ■ 62% new

Only 2 funds (2%) 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

8 → 17 → 23 → 18 → 28 new funds/Q

New funds entering each quarter: 17 → 23 → 18 → 28. A growing number of institutions are discovering EVSM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 78% of holders entered in last year

■ 1% veterans ■ 21% 1-2yr ■ 78% new

Of 91 current holders: 71 (78%) 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 — 67% AUM from top-100 funds

67% from top-100 AUM funds

13 of 91 holders are among the 100 largest funds by AUM, controlling 67% 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.

6.2

out of 10

Moderate Exit Risk

Exit risk score 6.2/10 — 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 (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	89	72	23.61%
13F Shares	8M	7M	22.54%
Total Value	$400M	$334M	19.65%
New Positions	26	18	+8
Increased Positions	41	42	-1
Closed Positions	9	7	+2
Reduced Positions	17	8	+9
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

23.61%

13F Shares

22.54%

Total Value

$400M

$334M

19.65%

New Positions

Increased Positions

-1

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

89 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 EVSM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Tilson Financial Group, Inc.	2.70%	179,313	$9.0M
2	Sunflower Bank, N.A.	2.55%	199,520	$10.0M
3	Garrett Wealth Advisory Group, LLC	2.29%	256,680	$12.9M
4	Oasis Advisors, LLC	1.24%	46,283	$2.3M
5	Wealthspan Partners, LLC	1.03%	58,396	$2.9M
6	Milestones Private Investment Advisors LLC	0.67%	15,212	$763K
7	FSA Advisors, Inc.	0.63%	18,955	$951K
8	ORBA Wealth Advisors, L.L.C.	0.59%	9,898	$497K
9	Rossby Financial, LCC	0.43%	41,624	$2.1M
10	MBA Advisors LLC	0.40%	20,861	$1.0M
11	Diversified Portfolios, Inc.	0.34%	81,241	$4.1M
12	Asset Allocation Strategies LLC	0.29%	32,598	$1.6M
13	Elequin Capital, LP	0.24%	56,315	$2.8M
14	Genesis Private Wealth, LLC	0.21%	13,323	$669K
15	Nemes Rush Group LLC	0.21%	44,019	$2.2M
16	BlueStem Wealth Partners, LLC	0.16%	28,783	$1.4M
17	Chokshi & Queen Wealth Advisors, Inc	0.13%	4,786	$240K
18	PCM Encore, LLC	0.13%	12,288	$617K
19	Howard Wealth Management, LLC	0.11%	5,329	$267K
20	WNY Asset Management, LLC	0.11%	21,235	$1.1M
21	Quadcap Wealth Management, LLC	0.10%	17,623	$884K
22	BridgePort Financial Solutions, LLC	0.10%	6,997	$351K
23	Nvest Financial, LLC	0.09%	5,031	$252K
24	Financial Solutions Advisory Group, Inc.	0.09%	13,500	$678K
25	McAdam, LLC	0.09%	41,143	$2.1M

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 (EVSM)

What does the Smart Money Trend signal show for EVSM?

Buying streak — 9 quarters in a row: For 9 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 — 73% buying: Last quarter: 69 funds were net buyers (28 opened a brand new position + 41 added to an existing one). Only 26 were sellers (17 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EVSM holders?

Elite ownership — 67% AUM from top-100 funds: 13 of 91 holders are among the 100 largest funds by AUM, controlling 67% 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 — 62% entered in last year: Only 2 funds (2%) 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.

Is it too late to buy Morgan Stanley ETF Trust (EVSM) following the 2026 Q1 hedge fund 13F filings?

As of today, EVSM has moved +0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -1.7%. Since the quarter end (March 31, 2026), EVSM has gained +0.4% vs +15.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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 (EVSM)

Smart Money Signals — EVSM

Buying streak — 9 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +214% more funds vs a year ago

More buyers than sellers — 73% buying

More new buyers each quarter (+10 vs last Q)

Mostly new holders — 62% entered in last year

Growing discovery — still being found

Early stage — 78% of holders entered in last year

Elite ownership — 67% AUM from top-100 funds

Institutional Sentiment Summary — EVSM

Hedge Fund Ownership: EVSM

Market Analysis: EVSM

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: EVSM

Is It Too Late to Buy Morgan Stanley ETF Trust (EVSM) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: EVSM

Statistics: EVSM

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Morgan Stanley ETF Trust (EVSM)

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