Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

MORGAN STANLEY ETF TRUST (EVSM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
8Q ▲
Buyers last Q
79%

Smart Money Signals — EVSM

Based on 69 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 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
69 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 — +200% more funds vs a year ago

fund count last 6Q
+46 new funds entered over the past year (+200% 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 — 79% buying

58 buying15 selling
Last quarter: 58 funds were net buyers (17 opened a brand new position + 41 added to an existing one). Only 15 were sellers (8 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 16 → 22 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 67% entered in last year

■ 3% conviction (2yr+) ■ 30% medium ■ 67% new
Only 2 funds (3%) 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

6 → 8 → 16 → 22 → 17 new funds/Q
New funds entering each quarter: 8 → 16 → 22 → 17. 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 — 75% of holders entered in last year

■ 3% veterans ■ 22% 1-2yr ■ 75% new
Of 69 current holders: 52 (75%) entered in the past year, only 2 (3%) 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 — 63% AUM from top-100 funds

63% from top-100 AUM funds
9 of 69 holders are among the 100 largest funds by AUM, controlling 63% 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.
6.7
out of 10
Moderate Exit Risk
Exit risk score 6.7/10 — 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: EVSM

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

Market Analysis: EVSM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EVSM

-- --

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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: EVSM
2026 Q1 Stats Unlock in 9 days 69 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 69 59 16.95%
13F Shares 7M 5M 20.76%
Total Value $333M $276M 20.58%
New Positions 17 22 -5
Increased Positions 41 25 +16
Closed Positions 7 4 +3
Reduced Positions 8 5 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EVSM

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Valuation Measures Data as of: --

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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) --
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Institutional Holders (2026 Q1)

69 + investors

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

Top 25 institutional holders of EVSM — 2025 Q4 · 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 MBA Advisors LLC 0.40% 20,861 $1.0M
10 Diversified Portfolios, Inc. 0.34% 81,241 $4.1M
11 Asset Allocation Strategies LLC 0.29% 32,598 $1.6M
12 GENESIS PRIVATE WEALTH, LLC 0.21% 13,323 $669K
13 Nemes Rush Group LLC 0.21% 44,019 $2.2M
14 BlueStem Wealth Partners, LLC 0.16% 28,783 $1.4M
15 BridgePort Financial Solutions, LLC 0.10% 6,997 $351K
16 Nvest Financial, LLC 0.09% 5,031 $252K
17 McAdam, LLC 0.09% 41,143 $2.1M
18 Farther Finance Advisors, LLC 0.08% 159,336 $8.0M
19 New England Private Wealth Advisors LLC 0.07% 12,745 $640K
20 Essex Financial Services, Inc. 0.07% 25,705 $1.3M
21 U.S. Capital Wealth Advisors, LLC 0.06% 49,017 $2.5M
22 Dynamic Advisor Solutions LLC 0.05% 33,773 $1.7M
23 Whitaker-Myers Wealth Managers, LTD. 0.05% 4,945 $248K
24 Brookwood Investment Group LLC 0.04% 6,267 $315K
25 Sanctuary Advisors, LLC 0.03% 111,715 $5.6M
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 — 8 quarters in a row: For 8 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 — 79% buying: Last quarter: 58 funds were net buyers (17 opened a brand new position + 41 added to an existing one). Only 15 were sellers (8 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EVSM holders?

Elite ownership — 63% AUM from top-100 funds: 9 of 69 holders are among the 100 largest funds by AUM, controlling 63% 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 — 67% entered in last year: Only 2 funds (3%) 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.