Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Morgan Stanley ETF Trust (EVTR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +21
Streak
8Q ▲
Buyers last Q
79%

Smart Money Signals — EVTR

Based on 175 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 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
175 hedge funds hold EVTR right now — the highest count in 2.2 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 — +92% more funds vs a year ago

fund count last 6Q
+84 new funds entered over the past year (+92% 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

139 buying36 selling
Last quarter: 139 funds were net buyers (36 opened a brand new position + 103 added to an existing one). Only 36 were sellers (21 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-11 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 26 → 30 → 47 → 36. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 48% entered in last year

■ 9% conviction (2yr+) ■ 43% medium ■ 48% new
Only 16 funds (9%) 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

27 → 26 → 30 → 47 → 36 new funds/Q
New funds entering each quarter: 26 → 30 → 47 → 36. A growing number of institutions are discovering EVTR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 63% of holders entered in last year

■ 0% veterans ■ 37% 1-2yr ■ 63% new
Of 175 current holders: 111 (63%) 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 — 72% AUM from top-100 funds

72% from top-100 AUM funds
14 of 175 holders are among the 100 largest funds by AUM, controlling 72% 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.

Institutional Sentiment Summary — EVTR

In 2026 Q1, 139 hedge funds were net buyers of EVTR (36 opened a new position, 103 added to an existing one), while 36 reduced or exited (21 trimmed, 15 sold completely) — a 79% buyer ratio, indicating clear institutional accumulation. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 72% of total institutional value in EVTR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +21 funds (more new holders than closures). Total institutional holders: 175.

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

-- --

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

Is It Too Late to Buy Morgan Stanley ETF Trust (EVTR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much EVTR has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 84d ago
EVTR
+0.0%
SPY
+14.9%

EVTR outperformed SPY by -14.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
EVTR
+1.2%
SPY
+1.1%

Since the filing became public, EVTR outperformed SPY by +0.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 14 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: EVTR
174 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 174 154 12.99%
13F Shares 81M 67M 21.7%
Total Value $4.05B $3.43B 18.06%
New Positions 35 47 -12
Increased Positions 103 82 +21
Closed Positions 15 18 -3
Reduced Positions 21 16 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EVTR

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)

174 + investors

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

QUARTER:
Top 25 EVTR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Prodigy Asset Management LLC 38.81% 2,290,566 $116.2M
2 Valley Financial Group, Inc. 14.22% 519,233 $26.4M
3 Madrid Wealth Management, LLC 9.54% 249,158 $12.6M
4 Coign Capital Advisors LLC 9.16% 343,421 $17.4M
5 Provenance Wealth Advisors, LLC 7.55% 1,404,864 $71.3M
6 Live Oak Investment Partners 7.03% 234,686 $11.9M
7 Retirement Management Systems Inc. 5.75% 469,813 $23.8M
8 Balanced Rock Investment Advisors LLC 5.49% 154,075 $7.8M
9 Wall Street Financial Group, Inc. 4.18% 138,984 $7.1M
10 Bouvel Investment Partners, LLC 3.84% 261,072 $13.2M
11 Stage Harbor Financial, LLC 3.38% 100,407 $5.1M
12 Stevens Capital Partners 2.88% 235,871 $12.0M
13 Penney Financial, LLC 2.71% 139,022 $7.1M
14 Quadcap Wealth Management, LLC 2.69% 465,293 $23.6M
15 Clear Trail Advisors, LLC 2.44% 288,719 $14.7M
16 Baer Investment Advisory LLC 2.04% 328,033 $16.6M
17 Victory Financial Group, LLC 2.04% 328,033 $16.6M
18 Systelligence, LLC 2.02% 204,547 $10.4M
19 Oak Family Advisors, LLC 1.87% 130,677 $6.6M
20 Heritage Wealth Management, Inc. 1.86% 74,035 $3.8M
21 Pinion Investment Advisors, LLC 1.80% 151,824 $7.7M
22 Horizon Wealth Management, LLC 1.79% 240,697 $12.2M
23 Trademark Financial Management, LLC 1.67% 67,278 $3.4M
24 Destiny Wealth Partners, LLC 1.61% 289,788 $14.7M
25 Eldridge Investment Advisors, Inc. 1.53% 137,115 $7.0M
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 — 8 quarters in a row: For 8 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: 139 funds were net buyers (36 opened a brand new position + 103 added to an existing one). Only 36 were sellers (21 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EVTR holders?

Elite ownership — 72% AUM from top-100 funds: 14 of 175 holders are among the 100 largest funds by AUM, controlling 72% 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 — 48% entered in last year: Only 16 funds (9%) 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.

Is it too late to buy Morgan Stanley ETF Trust (EVTR) following the 2026 Q1 hedge fund 13F filings?

As of today, EVTR has moved +1.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of +0.1%. Since the quarter end (March 31, 2026), EVTR has gained +0.0% vs +14.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Full history →