Eaton Vance Mortgage Opportunities ETF
EVMO
69 hedge funds and large institutions have $653M invested in Eaton Vance Mortgage Opportunities ETF in 2026 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 8 closing their positions.
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
5% more funds holding
Funds holding: 66 → 69 (+3)
1% more capital invested
Capital invested by funds: $649M → $653M (+$4.02M)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0.74% less ownership
Funds ownership: 74.96% → 74.23% (-0.74%)
4% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$11.5M |
| 2 |
Morgan Stanley
New York
|
+$7.93M |
| 3 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$6.17M |
| 4 |
B
Bensler
Bellevue,
Washington
|
+$4.78M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$4.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KDA
Kraft Davis & Associates
St. Louis,
Missouri
|
-$8.1M |
| 2 |
GWP
Gateway Wealth Partners
Appleton,
Wisconsin
|
-$4.81M |
| 3 |
NPAN
Northeast Planning Associates NH
Bedford,
New Hampshire
|
-$4.18M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
-$3.94M |
| 5 |
TGAM
TBH Global Asset Management
Brentwood,
Tennessee
|
-$2.71M |
EVMO Hedge Fund Activity: Q2 2026 in Review
69 of the 8,317 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Mortgage Opportunities ETF (EVMO) for Q2 2026, worth a combined $653M — up 0.62% from $649M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new EVMO positions and 8 closed out — a net gain of 5 holders — while 25 added to existing stakes and 26 trimmed.
The largest buyer was UBS Group, adding an estimated $11.5M. The largest seller was Kraft Davis & Associates, cutting an estimated $8.1M.
- 69 institutional investors held Eaton Vance Mortgage Opportunities ETF (EVMO) as of Q2 2026, up from 66 in Q1 2026.
- Funds reported $653M of Eaton Vance Mortgage Opportunities ETF stock for Q2 2026, up 0.62% quarter-over-quarter.
- 13 funds opened new Eaton Vance Mortgage Opportunities ETF positions in Q2 2026 and 8 closed out, a net change of +5 holders.
- The largest Eaton Vance Mortgage Opportunities ETF buyer in Q2 2026 was UBS Group, an estimated $11.5M added.
- The largest Eaton Vance Mortgage Opportunities ETF seller in Q2 2026 was Kraft Davis & Associates, an estimated $8.1M sold.
Based on aggregated 13F filings for Q2 2026.