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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

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
Morgan Stanley
1
Morgan Stanley
New York
$216M +$215M +4,274,774 New
LPL Financial
2
LPL Financial
California
$84.7M +$84.2M +1,675,285 New
KPWS
3
Kestra Private Wealth Services
Texas
$35.6M +$35.4M +703,736 New
B
4
Bensler
Washington
$31.9M +$31.8M +631,521 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$20.5M +$20.4M +405,955 New
Raymond James Financial
6
Raymond James Financial
Florida
$16.5M +$16.5M +327,368 New
BI
7
Berkeley Inc
Idaho
$15.8M +$15.7M +313,076 New
UBS Group
8
UBS Group
Switzerland
$14.7M +$14.6M +290,982 New
BIG
9
Brookwood Investment Group
Arizona
$11.5M +$11.5M +228,128 New
KDA
10
Kraft Davis & Associates
Missouri
$9.2M +$9.15M +182,046 New
HWAM
11
Hennion & Walsh Asset Management
New Jersey
$9.14M +$9.09M +180,822 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$5.49M +$5.46M +108,611 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$5.17M +$5.14M +102,265 New
TGAM
14
TBH Global Asset Management
Tennessee
$4.64M +$4.61M +91,772 New
HAS
15
HBW Advisory Services
California
$4.05M +$4.03M +80,154 New
Corient Private Wealth
16
Corient Private Wealth
Florida
$3.79M +$3.77M +75,066 New
AI
17
Atria Investments
North Carolina
$3.23M +$3.22M +63,938 New
EBA
18
Eagle Bay Advisors
New York
$3.23M +$3.2M +63,666 New
RW
19
Rede Wealth
Virginia
$3.23M +$3.2M +63,666 New
Osaic Holdings
20
Osaic Holdings
Arizona
$2.48M +$2.49M +49,507 New
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$2.18M +$2.17M +43,074 New
Goldman Sachs
22
Goldman Sachs
New York
$1.95M +$1.94M +38,654 New
JP Morgan Chase
23
JP Morgan Chase
New York
$1.63M +$1.62M +32,208 New
AW
24
Atlas Wealth
Ohio
$1.47M +$1.47M +29,146 New
USCWA
25
U.S. Capital Wealth Advisors
Texas
$1.45M +$1.45M +28,750 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.