Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

MORGAN STANLEY ETF TRUST (CVLC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
11Q ▲
Buyers last Q
73%

Smart Money Signals — CVLC

Based on 72 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added CVLC 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
72 hedge funds hold CVLC 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 — +57% more funds vs a year ago

fund count last 6Q
+26 new funds entered over the past year (+57% 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

46 buying17 selling
Last quarter: 46 funds were net buyers (16 opened a brand new position + 30 added to an existing one). Only 17 were sellers (15 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new CVLC position: 6 → 7 → 10 → 16. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 36% entered in last year

■ 14% conviction (2yr+) ■ 50% medium ■ 36% new
Only 10 funds (14%) 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.
🚀

Acceleration phase — new buyers rushing in

18 → 6 → 7 → 10 → 16 new funds/Q
New funds entering each quarter: 6 → 7 → 10 → 16. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🌱

Early stage — 65% of holders entered in last year

■ 11% veterans ■ 24% 1-2yr ■ 65% new
Of 72 current holders: 47 (65%) entered in the past year, only 8 (11%) 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.
📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds
9 of 72 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — 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 — CVLC

In 2025 Q4, 46 hedge funds were net buyers of CVLC (16 opened a new position, 30 added to an existing one), while 17 reduced or exited (15 trimmed, 2 sold completely) — a 73% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +14 funds (more new holders than closures). Total institutional holders: 72.

Hedge Fund Ownership: CVLC

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

Market Analysis: CVLC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CVLC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 7 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: CVLC
2026 Q1 Stats Unlock in 6 days 72 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 72 58 24.14%
13F Shares 6M 6M 7.16%
Total Value $546M $496M 10.18%
New Positions 16 10 +6
Increased Positions 30 30 -
Closed Positions 2 2 -
Reduced Positions 15 12 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CVLC

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

72 + investors

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

Top 25 institutional holders of CVLC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 State Insurance Fund 100.00% 2,697,658 $216.0M
2 Joel Adams & Associates, Inc. 5.81% 97,652 $7.8M
3 OGOREK ANTHONY JOSEPH /NY/ /ADV 4.51% 192,577 $16K
4 Sound Portfolio Advisors, LLC 4.47% 68,670 $5.5M
5 Rossby Financial, LCC 3.62% 219,195 $17.7M
6 Riverwater Partners LLC 1.56% 58,304 $4.7M
7 Sandbox Financial Partners, LLC 0.99% 44,150 $3.5M
8 ENTRUST FINANCIAL LLC 0.84% 15,041 $1.2M
9 Wealthspire Advisors, LLC 0.48% 769,423 $61.6M
10 Fulcrum Capital LLC 0.48% 27,366 $2.2M
11 LINCOLN CAPITAL CORP 0.29% 9,921 $794K
12 Westfuller Advisors, LLC 0.26% 7,450 $596K
13 Kondo Wealth Advisors, Inc. 0.24% 8,050 $644K
14 First Pacific Financial 0.22% 21,539 $1.7M
15 Pathway Financial Advisors LLC 0.20% 20,079 $1.6M
16 RW Investment Management LLC 0.16% 20,540 $1.6M
17 CDKV HOLDINGS LLC 0.16% 2,211 $177K
18 Skyline Advisors, Inc. 0.15% 5,244 $420K
19 Collaborative Wealth Managment Inc. 0.13% 3,455 $277K
20 Conrad Siegel Investment Advisors, Inc. 0.10% 6,925 $554K
21 TRILLIUM ASSET MANAGEMENT, LLC 0.09% 33,439 $2.7M
22 Per Stirling Capital Management, LLC. 0.09% 9,745 $780K
23 EVOLVE PRIVATE WEALTH, LLC 0.08% 19,437 $1.6M
24 NATURAL INVESTMENTS, LLC 0.08% 3,883 —
25 Valtinson Bruner Financial Planning LLC 0.07% 3,172 $254K
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 (CVLC)

What does the Smart Money Trend signal show for CVLC?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added CVLC 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 CVLC?

More buyers than sellers — 73% buying: Last quarter: 46 funds were net buyers (16 opened a brand new position + 30 added to an existing one). Only 17 were sellers (15 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CVLC holders?

Smaller funds dominant — 6% AUM from top-100: 9 of 72 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CVLC?

Mostly new holders — 36% entered in last year: Only 10 funds (14%) 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.