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EVMO

Eaton Vance Mortgage Opportunities ETF
EVMO

66 hedge funds and large institutions have $649M invested in Eaton Vance Mortgage Opportunities ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

33% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 21

12% more funds holding

Funds holding: 59 → 66 (+7)

9% more capital invested

Capital invested by funds: $593M → $649M (+$56M)

0.28% more ownership

Funds ownership: 74.69% → 74.96% (+0.28%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
66
Holders Change
+7
Holders Change %
+11.86%
% of All Funds
0.81%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
12
Increased
28
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$13.1M
2
LPL Financial
LPL Financial
California
+$12M
3
NPAN
Northeast Planning Associates NH
New Hampshire
+$8.5M
4
Raymond James Financial
Raymond James Financial
Florida
+$7.93M
5
B
Bensler
Washington
+$7.1M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$10.1M
2
BIG
Brookwood Investment Group
Arizona
-$6.05M
3
BI
Berkeley Inc
Idaho
-$5.63M
4
Morgan Stanley
Morgan Stanley
New York
-$871K
5
BFG
Bleakley Financial Group
New Jersey
-$723K
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$3.7M +$1.64M +32,249 +78%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$3.68M -$10.1M -199,404 -73%
EBA
28
Eagle Bay Advisors
New York
$3.27M -$48.7K -958 -1%
AI
29
Atria Investments
North Carolina
$3.25M -$48.7K -958 -1%
ISFAN
30
Investor's Fiduciary Advisor Network
Washington
$2.96M +$564K +11,106 +23%
Jane Street
31
Jane Street
New York
$2.77M +$2.79M +54,978 New
CAC
32
Certified Advisory Corp
Florida
$2.31M +$165K +3,245 +8%
EW
33
Elyxium Wealth
California
$2.12M +$543K +10,687 +34%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$2.02M +$1.61M +31,702 +378%
HF
35
HRT Financial
New York
$1.95M +$1.97M +38,814 New
JP Morgan Chase
36
JP Morgan Chase
New York
$1.78M +$125K +2,456 +7%
WP
37
Wealthspan Partners
Iowa
$1.52M +$87.9K +1,729 +6%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$1.4M -$395K -7,765 -22%
AA
39
ALPS Advisors
Colorado
$1.14M +$1.15M +22,680 New
AW
40
Atlas Wealth
Ohio
$1.12M -$91.1K -1,793 -7%
CPIG
41
Chicago Partners Investment Group
Illinois
$974K +$227K +4,458 +30%
GIA
42
Gladstone Institutional Advisory
Florida
$951K -$39K -768 -4%
OC
43
Optima Capital
Oregon
$794K -$8.08K -159 -1%
PTC
44
Private Trust Company
Ohio
$718K – – –
MML Investors Services
45
MML Investors Services
Massachusetts
$695K +$356K +7,009 +103%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$520K +$181K +3,553 +52%
PFS
47
Prospera Financial Services
Texas
$502K -$10.4K -204 -2%
Truist Financial
48
Truist Financial
North Carolina
$494K -$10.2K -200 -2%
KWM
49
Kingsview Wealth Management
Oregon
$482K -$5.03K -99 -1%
PA
50
ProCore Advisors
California
$480K -$37.7K -742 -7%
1
2
3

EVMO Hedge Fund Activity: Q1 2026 in Review

66 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Mortgage Opportunities ETF (EVMO) for Q1 2026, worth a combined $649M — up 9.4% from $593M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new EVMO positions and 4 closed out — a net gain of 8 holders — while 28 added to existing stakes and 21 trimmed.

The largest buyer was Wells Fargo, adding an estimated $13.1M. The largest seller was Commonwealth Equity Services, cutting an estimated $10.1M.

  • 66 institutional investors held Eaton Vance Mortgage Opportunities ETF (EVMO) as of Q1 2026, up from 59 in Q4 2025.
  • Funds reported $649M of Eaton Vance Mortgage Opportunities ETF stock for Q1 2026, up 9.4% quarter-over-quarter.
  • 12 funds opened new Eaton Vance Mortgage Opportunities ETF positions in Q1 2026 and 4 closed out, a net change of +8 holders.
  • The largest Eaton Vance Mortgage Opportunities ETF buyer in Q1 2026 was Wells Fargo, an estimated $13.1M added.
  • The largest Eaton Vance Mortgage Opportunities ETF seller in Q1 2026 was Commonwealth Equity Services, an estimated $10.1M sold.

Based on aggregated 13F filings for Q1 2026.