Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

MORGAN STANLEY ETF TRUST (EVMO)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
1Q ▲
Buyers last Q
68%

Smart Money Signals — EVMO

Based on 54 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 1Q
For 1 consecutive quarter, more hedge funds added EVMO 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
54 hedge funds hold EVMO right now — the highest count in 0.5 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.
🟢

More buyers than sellers — 68% buying

39 buying18 selling
Last quarter: 39 funds were net buyers (14 opened a brand new position + 25 added to an existing one). Only 18 were sellers (12 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
🔄

Mostly new holders — 100% entered in last year

■ 0% conviction (2yr+) ■ 0% medium ■ 100% new
Only 0 funds (0%) 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.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 54 current holders: 54 (100%) entered in the past year, only 0 (0%) 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 — 65% AUM from top-100 funds

65% from top-100 AUM funds
10 of 54 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in EVMO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.5
out of 10
Moderate Exit Risk
Exit risk score 5.5/10 — 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.

Hedge Fund Ownership: EVMO

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

Market Analysis: EVMO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EVMO

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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.

6 top-rated funds 2 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: EVMO
2026 Q1 Stats Unlock in 11 days 54 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 54 46 17.39%
13F Shares 11M 10M 14.64%
Total Value $561M $489M 14.8%
New Positions 14 46 -32
Increased Positions 25 0 +25
Closed Positions 6 0 +6
Reduced Positions 12 0 +12
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EVMO

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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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) --
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Income Statement & Cash Flow
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

54 + investors

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

Top 25 institutional holders of EVMO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 NORTHEAST PLANNING ASSOCIATES, INC. / NH / 5.65% 167,258 $8.4M
2 American National Bank of Texas 5.14% 107,116 $5.4M
3 Bensler, LLC 4.40% 846,729 $42.6M
4 Berkeley, Inc 3.43% 203,405 $10.2M
5 Eagle Bay Advisors LLC 2.88% 64,670 $3.3M
6 Kraft, Davis & Associates, LLC 1.91% 178,309 $9.0M
7 TBH Global Asset Management, LLC 1.07% 106,521 $5.3M
8 ProCore Advisors, LLC 0.74% 9,535 $480K
9 Brookwood Investment Group LLC 0.72% 115,319 $5.8M
10 Elyxium Wealth, LLC 0.68% 42,035 $2.1M
11 WEALTHSPAN PARTNERS, LLC 0.54% 30,258 $1.5M
12 HBW ADVISORY SERVICES LLC 0.46% 87,184 $4.4M
13 KESTRA PRIVATE WEALTH SERVICES, LLC 0.45% 729,326 $36.7M
14 OPTIMA CAPITAL LLC 0.37% 15,782 $794K
15 Certified Advisory Corp 0.21% 45,903 $2.3M
16 U.S. Capital Wealth Advisors, LLC 0.15% 117,823 $5.9M
17 Bleakley Financial Group, LLC 0.14% 173,685 $8.7M
18 IFP Advisors, Inc 0.09% 85,091 $4.3M
19 PRIVATE TRUST CO NA 0.06% 14,263 $718K
20 Atria Investments, Inc 0.04% 64,670 $3.3M
21 LPL Financial LLC 0.03% 2,171,425 $109.3M
22 Chicago Partners Investment Group LLC 0.02% 19,250 $974K
23 Cambridge Investment Research Advisors, Inc. 0.02% 131,589 $7K
24 Janney Montgomery Scott LLC 0.02% 131,654 $7K
25 Prospera Financial Services Inc 0.01% 9,971 $502K
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 (EVMO)

What does the Smart Money Trend signal show for EVMO?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added EVMO 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 EVMO?

More buyers than sellers — 68% buying: Last quarter: 39 funds were net buyers (14 opened a brand new position + 25 added to an existing one). Only 18 were sellers (12 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EVMO holders?

Elite ownership — 65% AUM from top-100 funds: 10 of 54 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in EVMO. 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 EVMO?

Mostly new holders — 100% entered in last year: Only 0 funds (0%) 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.