Ken Griffin
EVMO

Ken Griffin’s Eaton Vance Mortgage Opportunities ETF EVMO Stock Holding History

Ken Griffin’s Portfolio EVMO Stock Details EVMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.77M Buy
+74,966
New +$3.81M ﹤0.01% 4824
2025
Q4 		– Sell
-25,064
Closed -$1.27M – 14672
2025
Q3 		$1.27M Buy
+25,064
New +$1.26M ﹤0.01% 7029

Other funds holding EVMO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Ken Griffin's EVMO Position: Q1 2026 in Review

Ken Griffin opened a new position in Eaton Vance Mortgage Opportunities ETF (EVMO) in Q1 2026: 74,966 shares worth $3.77M. The stake represents ﹤0.01% of the portfolio and ranks #4824 among its holdings. This is a return to the name: Ken Griffin previously reported a position in EVMO as recently as Q3 2025.

Ken Griffin first reported a position in EVMO in Q3 2025 and has held it in 2 quarters since. 66 funds tracked by Wall St. Rank hold EVMO as of Q1 2026.

  • Ken Griffin held 74,966 shares of Eaton Vance Mortgage Opportunities ETF worth $3.77M as of Q1 2026.
  • Eaton Vance Mortgage Opportunities ETF was a new Ken Griffin position in Q1 2026.
  • Eaton Vance Mortgage Opportunities ETF made up ﹤0.01% of Ken Griffin's portfolio in Q1 2026, its #4824 holding.
  • Ken Griffin first reported a position in Eaton Vance Mortgage Opportunities ETF in Q3 2025 and has held it in 2 quarters since.
  • 66 funds tracked by Wall St. Rank held Eaton Vance Mortgage Opportunities ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.