Eaton Vance Mortgage Opportunities ETF
EVMO
59 hedge funds and large institutions have $593M invested in Eaton Vance Mortgage Opportunities ETF in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 11 reducing their positions, and 6 closing their positions.
173% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 11
150% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 6
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
18% more funds holding
Funds holding: 50 → 59 (+9)
15% more capital invested
Capital invested by funds: $517M → $593M (+$75.4M)
1.56% less ownership
Funds ownership: 76.25% → 74.69% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$20.9M |
| 2 |
LPL Financial
San Diego,
California
|
+$13.2M |
| 3 |
BFG
Bleakley Financial Group
Fairfield,
New Jersey
|
+$9.54M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$6.58M |
| 5 |
ANBOT
American National Bank of Texas
Richardson,
Texas
|
+$5.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$6.77M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
-$3.79M |
| 3 |
RW
Rede Wealth
Charlottesville,
Virginia
|
-$3.23M |
| 4 |
Goldman Sachs
New York
|
-$1.75M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.27M |
EVMO Hedge Fund Activity: Q4 2025 in Review
59 of the 8,270 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Mortgage Opportunities ETF (EVMO) for Q4 2025, worth a combined $593M — up 15% from $517M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new EVMO positions and 6 closed out — a net gain of 9 holders — while 30 added to existing stakes and 11 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $20.9M. The largest seller was Commonwealth Equity Services, cutting an estimated $6.77M.
- 59 institutional investors held Eaton Vance Mortgage Opportunities ETF (EVMO) as of Q4 2025, up from 50 in Q3 2025.
- Funds reported $593M of Eaton Vance Mortgage Opportunities ETF stock for Q4 2025, up 15% quarter-over-quarter.
- 15 funds opened new Eaton Vance Mortgage Opportunities ETF positions in Q4 2025 and 6 closed out, a net change of +9 holders.
- The largest Eaton Vance Mortgage Opportunities ETF buyer in Q4 2025 was Morgan Stanley, an estimated $20.9M added.
- The largest Eaton Vance Mortgage Opportunities ETF seller in Q4 2025 was Commonwealth Equity Services, an estimated $6.77M sold.
Based on aggregated 13F filings for Q4 2025.