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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.

New
Increased
Maintained
Reduced
Closed

76.25% more ownership

Funds ownership: 0% → 76.25% (+76%)

Holders
50
Holders Change
+50
Holders Change %
–
% of All Funds
0.66%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.05%
New
50
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$215M
2
LPL Financial
LPL Financial
California
+$84.2M
3
KPWS
Kestra Private Wealth Services
Texas
+$35.4M
4
B
Bensler
Washington
+$31.8M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$20.4M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$1.27M +$1.26M +25,064 New
ISFAN
27
Investor's Fiduciary Advisor Network
Washington
$987K +$983K +19,540 New
Wells Fargo
28
Wells Fargo
California
$730K +$726K +14,434 New
TFS
29
Thoroughbred Financial Services
Tennessee
$626K +$623K +12,394 New
KWM
30
Kingsview Wealth Management
Oregon
$509K +$507K +10,073 New
Truist Financial
31
Truist Financial
North Carolina
$481K +$479K +9,520 New
PTC
32
Private Trust Company
Ohio
$440K +$438K +8,705 New
IA
33
IFG Advisory
Georgia
$414K +$412K +8,187 New
PFS
34
Prospera Financial Services
Texas
$401K +$399K +7,937 New
MML Investors Services
35
MML Investors Services
Massachusetts
$366K +$364K +7,239 New
CPIG
36
Chicago Partners Investment Group
Illinois
$291K +$287K +5,713 New
FCMA
37
Foresight Capital Management Advisors
Michigan
$290K +$289K +5,740 New
KAS
38
Kestra Advisory Services
Texas
$219K +$218K +4,342 New
PS
39
Principal Securities
Iowa
$212K +$211K +4,199 New
MWPCG
40
Measured Wealth Private Client Group
New Hampshire
$159K +$158K +3,143 New
Comerica Bank
41
Comerica Bank
Texas
$134K +$133K +2,642 New
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$56K +$55.9K +1,112 New
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$36.7K +$36.5K +726 New
AWM
44
Activest Wealth Management
Florida
$17.2K +$17.1K +340 New
KA
45
Kozak & Associates
Colorado
$15.5K +$15.3K +305 New
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$9.65K +$9.6K +191 New
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$7K +$7.44K +148 New
HWP
48
Highline Wealth Partners
California
$5.83K +$5.78K +115 New
CAM
49
Costello Asset Management
Pennsylvania
$3.03K +$3.02K +60 New
MCM
50
MAI Capital Management
Ohio
$809 +$805 +16 New
1
2

EVMO Hedge Fund Activity: Q3 2025 in Review

50 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Mortgage Opportunities ETF (EVMO) for Q3 2025, worth a combined $517M.

Buyers outnumbered sellers: 50 funds opened new EVMO positions and 0 closed out — a net gain of 50 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Morgan Stanley, opening a new position worth an estimated $215M.

  • 50 institutional investors held Eaton Vance Mortgage Opportunities ETF (EVMO) as of Q3 2025, up from 0 in Q2 2025.
  • Funds reported $517M of Eaton Vance Mortgage Opportunities ETF stock for Q3 2025.
  • 50 funds opened new Eaton Vance Mortgage Opportunities ETF positions in Q3 2025 and 0 closed out, a net change of +50 holders.
  • The largest Eaton Vance Mortgage Opportunities ETF buyer in Q3 2025 was Morgan Stanley, an estimated $215M added.

Based on aggregated 13F filings for Q3 2025.