Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Morgan Stanley ETF Trust (CVMC)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
4Q ▲
Buyers last Q
59%

Smart Money Signals — CVMC

Based on 52 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added CVMC 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
52 hedge funds hold CVMC 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 — +62% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+62% 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.
🟡

Slight buying edge — 59% buying

29 buying20 selling
Last quarter: 29 funds bought or added vs 20 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 12 → 10 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 50% entered in last year

13% conviction (2yr+) 37% medium 50% new
Only 7 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.
💰

Price up while funds trimmed (+15% value, -3% shares)

Value
+14%
Shares
-3%
Last quarter: total value of institutional CVMC holdings rose +15% even though funds reduced share count by 3%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

7 → 6 → 12 → 10 → 14 new funds/Q
New funds entering each quarter: 6 → 12 → 10 → 14. A growing number of institutions are discovering CVMC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 63% of holders entered in last year

13% veterans 23% 1-2yr 63% new
Of 52 current holders: 33 (63%) entered in the past year, only 7 (13%) 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 — 15% AUM from top-100

15% from top-100 AUM funds
7 of 52 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.9
out of 10
Moderate Exit Risk
Exit risk score 4.9/10 — 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 — CVMC

In 2026 Q2, 29 hedge funds were net buyers of CVMC (14 opened a new position, 15 added to an existing one), while 20 reduced or exited (14 trimmed, 6 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 52.

Hedge Fund Ownership: CVMC

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

Market Analysis: CVMC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CVMC

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

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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
1.1
/ 10
conviction
Hedge Fund Positioning: CVMC
52 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 52 44 18.18%
13F Shares 950K 981K -3.15%
Total Value $69M $60M 14.6%
New Positions 14 10 +4
Increased Positions 15 20 -5
Closed Positions 6 9 -3
Reduced Positions 14 8 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CVMC

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Institutional Holders (2026 Q2)

52 + investors

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

QUARTER:
Top 25 CVMC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 First Pacific Financial 2.32% 255,950 $19.5M
2 North Berkeley Wealth Management, LLC 1.63% 52,819 $4.0M
3 Joel Adams & Associates, Inc. 1.46% 29,926 $2.3M
4 TFC Financial Management, Inc. 0.52% 61,148 $4.7M
5 Archer Investment Management, LLC 0.24% 9,376 $714K
6 Mason & Associates Inc 0.15% 11,798 $898K
7 Lincoln Capital Corp 0.13% 5,355 $408K
8 Collaborative Wealth Managment Inc. 0.11% 3,544 $270K
9 Ameritas Investment Partners, Inc. 0.05% 22,410 $1.7M
10 BSW Wealth Partners 0.04% 4,754 $362K
11 Dynamic Advisor Solutions LLC 0.04% 16,471 $1.3M
12 EP Wealth Advisors, LLC 0.03% 116,055 $8.8M
13 Cdkv Holdings LLC 0.03% 476 $36K
14 Per Stirling Capital Management, LLC. 0.03% 3,904 $297K
15 Millstone Evans Group, LLC 0.02% 516 $39K
16 Founders Financial Securities LLC 0.02% 4,697 $358K
17 Gemmer Asset Management LLC 0.02% 3,213 $245K
18 Money Concepts Capital Corp 0.02% 4,383 $334K
19 Financial Engines Advisors L.L.C. 0.01% 110,192 $8.4M
20 Valley National Advisers Inc 0.01% 1,555 $118K
21 Triumph Capital Management 0.01% 825 $63K
22 Godfrey Financial Associates, Inc. 0.01% 166 $13K
23 Retirement Planning Group, LLC 0.01% 4,436 $338K
24 Fiduciary Financial Advisors 0.01% 1,000 $76K
25 Milestone Investment Advisors LLC 0.01% 328 $25K
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 (CVMC)

What does the Smart Money Trend signal show for CVMC?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added CVMC 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 CVMC?

Slight buying edge — 59% buying: Last quarter: 29 funds bought or added vs 20 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CVMC holders?

Smaller funds dominant — 15% AUM from top-100: 7 of 52 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CVMC?

Mostly new holders — 50% entered in last year: Only 7 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.

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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