EVMO

Eaton Vance Mortgage Opportunities ETF
EVMO

50 hedge funds and large institutions have $517M invested in Eaton Vance Mortgage Opportunities ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

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New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership: →

Holders
50
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$216M
2
+$84.7M
3
+$35.6M
4
B
Bensler
Washington
+$31.9M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$20.5M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$1.27M
ISFAN
27
Investor's Fiduciary Advisor Network
Washington
$987K
Wells Fargo
28
Wells Fargo
California
$730K
TFS
29
Thoroughbred Financial Services
Tennessee
$626K
KWM
30
Kingsview Wealth Management
Oregon
$509K
Truist Financial
31
Truist Financial
North Carolina
$481K
PTC
32
Private Trust Company
Ohio
$440K
IA
33
IFG Advisory
Georgia
$414K
PFS
34
Prospera Financial Services
Texas
$401K
MML Investors Services
35
MML Investors Services
Massachusetts
$366K
CPIG
36
Chicago Partners Investment Group
Illinois
$291K
FCMA
37
Foresight Capital Management Advisors
Michigan
$290K
KAS
38
Kestra Advisory Services
Texas
$219K
PS
39
Principal Securities
Iowa
$212K
MWPCG
40
Measured Wealth Private Client Group
New Hampshire
$159K
Comerica Bank
41
Comerica Bank
Texas
$134K
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$56K
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$36.7K
AWM
44
Activest Wealth Management
Florida
$17.2K
KA
45
Kozak & Associates
Colorado
$15.5K
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$9.65K
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$7K
HWP
48
Highline Wealth Partners
California
$5.83K
CAM
49
Costello Asset Management
Pennsylvania
$3.03K
MCM
50
MAI Capital Management
Ohio
$809
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