Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

MORGAN STANLEY ETF TRUST (EVTR)

146 + Investors. Track Smart Money conviction in EVTR. 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
↑ +27
Streak
7Q ▲
Buyers last Q
79%

Smart Money Signals — EVTR

Based on 146 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 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
146 hedge funds hold EVTR right now — the highest count in 2.0 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 — +95% more funds vs a year ago

fund count last 6Q
+71 new funds entered over the past year (+95% 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

122 buying32 selling
Last quarter: 122 funds were net buyers (44 opened a brand new position + 78 added to an existing one). Only 32 were sellers (15 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+16 vs last Q)

new funds entering per quarter
Funds opening a new EVTR position: 25 → 25 → 28 → 44. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 49% entered in last year

0% conviction (2yr+) 51% medium 49% 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.
📈

Growing discovery — still being found

36 → 25 → 25 → 28 → 44 new funds/Q
New funds entering each quarter: 25 → 25 → 28 → 44. A growing number of institutions are discovering EVTR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 72% of holders entered in last year

0% veterans 28% 1-2yr 72% new
Of 146 current holders: 105 (72%) 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 — 74% AUM from top-100 funds

74% from top-100 AUM funds
14 of 146 holders are among the 100 largest funds by AUM, controlling 74% 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.
5.2
out of 10
Moderate Exit Risk
Exit risk score 5.2/10 — 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: EVTR

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

Market Analysis: EVTR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EVTR

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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.

11 top-rated funds 12 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: EVTR
2026 Q1 Stats Unlock in 11 days 146 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 146 119 22.69%
13F Shares 66M 50M 30.56%
Total Value $3.38B $2.59B 30.72%
New Positions 44 28 +16
Increased Positions 78 64 +14
Closed Positions 17 14 +3
Reduced Positions 15 19 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EVTR

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Valuation Measures Data as of: --

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

146 + investors

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

Top 25 institutional holders of EVTR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Prodigy Asset Management LLC 38.81% 2,290,566 $116.2M
2 Madrid Wealth Management, LLC 9.54% 249,158 $12.6M
3 Provenance Wealth Advisors, LLC 7.55% 1,404,864 $71.3M
4 Live Oak Investment Partners 7.03% 234,686 $11.9M
5 Retirement Management Systems Inc. 5.75% 469,813 $23.8M
6 Wall Street Financial Group, Inc. 4.18% 138,984 $7.1M
7 Bouvel Investment Partners, LLC 3.84% 261,072 $13.2M
8 STAGE HARBOR FINANCIAL, LLC 3.38% 100,407 $5.1M
9 STEVENS CAPITAL PARTNERS 2.88% 235,871 $12.0M
10 PENNEY FINANCIAL, LLC 2.71% 139,022 $7.1M
11 Clear Trail Advisors, LLC 2.44% 288,719 $14.7M
12 Baer Investment Advisory LLC 2.04% 328,033 $16.6M
13 VICTORY FINANCIAL GROUP, LLC 2.04% 328,033 $16.6M
14 Systelligence, LLC 2.02% 204,547 $10.4M
15 OAK FAMILY ADVISORS, LLC 1.87% 130,677 $6.6M
16 Heritage Wealth Management, Inc. 1.86% 74,035 $3.8M
17 Pinion Investment Advisors, LLC 1.80% 151,824 $7.7M
18 Horizon Wealth Management, LLC 1.79% 240,697 $12.2M
19 Trademark Financial Management, LLC 1.67% 67,278 $3.4M
20 Asset Allocation Strategies LLC 1.36% 151,261 $7.7M
21 FLYNN ZITO CAPITAL MANAGEMENT, LLC 1.33% 82,139 $4.2M
22 Beacon Bridge Wealth Partners, LLC 1.28% 75,617 $3.8M
23 Acorn Wealth Advisors, LLC 1.23% 83,135 $4.2M
24 Evergreen Wealth Partners LLC 1.21% 31,254 $1.6M
25 DRIVE WEALTH MANAGEMENT, LLC 1.20% 111,395 $5.7M
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 — 7 quarters in a row: For 7 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 — 79% buying: Last quarter: 122 funds were net buyers (44 opened a brand new position + 78 added to an existing one). Only 32 were sellers (15 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EVTR holders?

Elite ownership — 74% AUM from top-100 funds: 14 of 146 holders are among the 100 largest funds by AUM, controlling 74% 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 — 49% 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.