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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
EH
51
Equitable Holdings
New York
$457K +$462K +9,091 New
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$350K +$353K +6,950 New
FTUS
53
Flow Traders U.S.
New York
$347K +$350K +6,897 New
TFS
54
Thoroughbred Financial Services
Tennessee
$310K – – –
KAS
55
Kestra Advisory Services
Texas
$268K +$7.47K +147 +3%
PS
56
Principal Securities
Iowa
$228K +$231K +4,537 New
IAA
57
Independent Advisor Alliance
North Carolina
$210K +$212K +4,166 New
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$156K +$157K +3,091 New
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$62K -$13.5K -265 -18%
MWPCG
60
Measured Wealth Private Client Group
New Hampshire
$48.9K -$2.13K -42 -4%
AWM
61
Activest Wealth Management
Florida
$17.1K – – –
KA
62
Kozak & Associates
Colorado
$15.4K – – –
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$7.45K – – –
CAM
64
Costello Asset Management
Pennsylvania
$6.41K +$51 +1 +0.8%
HWP
65
Highline Wealth Partners
California
$5.95K +$51 +1 +0.9%
GWSA
66
Global Wealth Strategies & Associates
Colorado
$2.62K -$1.17K -23 -31%
FCMA
67
Foresight Capital Management Advisors
Michigan
– -$587K -11,562 Closed
IA
68
IFG Advisory
Georgia
– -$504K -9,939 Closed
Goldman Sachs
69
Goldman Sachs
New York
– -$209K -4,116 Closed
Bank of America
70
Bank of America
North Carolina
– -$7.1K -140 Closed
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.