Morgan Stanley ETF Trust (EVTR) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Morgan Stanley ETF Trust (EVTR) following the 2026 Q2 hedge fund 13F filings?

As of today, EVTR has moved -2.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to +1.6% for the SPY sector ETF — an outperformance of -4.0%. Since the quarter end (June 30, 2026), EVTR gained -3.9% vs +5.8% 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 (EVTR)

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

Smart Money Signals — EVTR

Based on 186 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q

For 9 consecutive quarters, more hedge funds added EVTR 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

186 hedge funds hold EVTR right now — the highest count in 2.5 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 — +71% more funds vs a year ago

fund count last 6Q

+77 new funds entered over the past year (+71% 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 — 70% buying

138 buying59 selling

Last quarter: 138 funds were net buyers (34 opened a brand new position + 104 added to an existing one). Only 59 were sellers (36 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~34 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 31 → 47 → 36 → 34. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 40% entered in last year

■ 13% conviction (2yr+) ■ 47% medium ■ 40% new

Only 24 funds (13%) 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 — ~34 new funds/quarter

26 → 31 → 47 → 36 → 34 new funds/Q

New funds entering each quarter: 31 → 47 → 36 → 34. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 56% of holders entered in last year

■ 12% veterans ■ 32% 1-2yr ■ 56% new

Of 186 current holders: 105 (56%) entered in the past year, only 22 (12%) 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 — 73% AUM from top-100 funds

73% from top-100 AUM funds

17 of 186 holders are among the 100 largest funds by AUM, controlling 73% of total institutional value in EVTR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.8

out of 10

Moderate Exit Risk

Exit risk score 4.8/10 — 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 Q2)	Prior (2026 Q1)	Change
Funds Holding	185	175	5.71%
13F Shares	92M	81M	12.92%
Total Value	$4.58B	$4.06B	12.93%
New Positions	33	36	-3
Increased Positions	104	103	+1
Closed Positions	23	16	+7
Reduced Positions	36	21	+15
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

185

175

5.71%

13F Shares

92M

81M

12.92%

Total Value

$4.58B

$4.06B

12.93%

New Positions

-3

Increased Positions

104

103

Closed Positions

Reduced Positions

+15

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

185 + investors

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

QUARTER:

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

Top 25 EVTR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Prodigy Asset Management LLC	34.77%	2,276,545	$115.4M
2	Valley Financial Group, Inc.	13.46%	538,266	$27.3M
3	Madrid Wealth Management, LLC	9.24%	277,622	$14.1M
4	Coign Capital Advisors LLC	8.11%	355,309	$18.0M
5	Provenance Wealth Advisors, LLC	6.80%	1,408,343	$71.4M
6	Live Oak Investment Partners	6.62%	242,468	$12.3M
7	Retirement Management Systems Inc.	5.55%	534,941	$27.1M
8	Balanced Rock Investment Advisors LLC	5.35%	169,176	$8.6M
9	Stonehearth Capital Management, LLC	4.88%	282,092	$14.3M
10	Layline Advisors, LLC	4.21%	92,564	$4.7M
11	Stage Harbor Financial, LLC	3.65%	124,474	$6.3M
12	Wall Street Financial Group, Inc.	3.44%	126,733	$6.4M
13	Bouvel Investment Partners, LLC	3.22%	280,957	$14.2M
14	Stevens Capital Partners	2.57%	266,333	$13.5M
15	Clear Trail Advisors, LLC	2.47%	318,612	$16.2M
16	Quadcap Wealth Management, LLC	2.35%	476,939	$24.2M
17	Eldridge Investment Advisors, Inc.	2.07%	206,082	$10.5M
18	Oak Family Advisors, LLC	1.70%	130,871	$6.6M
19	Pinion Investment Advisors, LLC	1.66%	172,412	$8.7M
20	CAP Partners, LLC	1.64%	65,928	$3.3M
21	Destiny Wealth Partners, LLC	1.63%	231,605	$11.6M
22	Systelligence, LLC	1.63%	192,248	$9.7M
23	Asset Allocation Strategies LLC	1.40%	179,678	$9.1M
24	Evergreen Wealth Partners LLC	1.36%	44,733	$2.3M
25	Acorn Wealth Advisors, LLC	1.21%	97,807	$5.0M

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 (EVTR)

What does the Smart Money Trend signal show for EVTR?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added EVTR 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 EVTR?

More buyers than sellers — 70% buying: Last quarter: 138 funds were net buyers (34 opened a brand new position + 104 added to an existing one). Only 59 were sellers (36 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EVTR holders?

Elite ownership — 73% AUM from top-100 funds: 17 of 186 holders are among the 100 largest funds by AUM, controlling 73% of total institutional value in EVTR. 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 EVTR?

Mostly new holders — 40% entered in last year: Only 24 funds (13%) 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 (EVTR) following the 2026 Q2 hedge fund 13F filings?

As of today, EVTR has moved -2.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to +1.6% for the SPY sector ETF — an outperformance of -4.0%. Since the quarter end (June 30, 2026), EVTR has gained -3.9% vs +5.8% 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 (EVTR)

Smart Money Signals — EVTR

Buying streak — 9 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +71% more funds vs a year ago

More buyers than sellers — 70% buying

Steady new buyers — ~34 new funds per quarter

Mostly new holders — 40% entered in last year

Steady discovery — ~34 new funds/quarter

Early stage — 56% of holders entered in last year

Elite ownership — 73% AUM from top-100 funds

Institutional Sentiment Summary — EVTR

Hedge Fund Ownership: EVTR

Market Analysis: EVTR

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: EVTR

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

Hedge Fund Positioning: EVTR

Statistics: EVTR

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Morgan Stanley ETF Trust (EVTR)

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