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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
Morgan Stanley
1
Morgan Stanley
New York
$235M -$871K -17,137 -0.4%
LPL Financial
2
LPL Financial
California
$109M +$12M +236,410 +12%
B
3
Bensler
Washington
$42.6M +$7.1M +139,676 +20%
KPWS
4
Kestra Private Wealth Services
Texas
$36.7M +$753K +14,823 +2%
Raymond James Financial
5
Raymond James Financial
Florida
$26.4M +$7.93M +156,014 +42%
UBS Group
6
UBS Group
Switzerland
$20.8M +$6.82M +134,129 +48%
Wells Fargo
7
Wells Fargo
California
$18.7M +$13.1M +257,262 +227%
BI
8
Berkeley Inc
Idaho
$10.2M -$5.63M -110,803 -35%
HWAM
9
Hennion & Walsh Asset Management
New Jersey
$9.9M +$288K +5,670 +3%
KDA
10
Kraft Davis & Associates
Missouri
$8.97M -$113K -2,219 -1%
BFG
11
Bleakley Financial Group
New Jersey
$8.74M -$723K -14,226 -8%
NPAN
12
Northeast Planning Associates NH
New Hampshire
$8.42M +$8.5M +167,258 New
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$6.63M +$104K +2,055 +2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$6.62M +$592K +11,644 +10%
USCWA
15
U.S. Capital Wealth Advisors
Texas
$5.93M +$647K +12,740 +12%
BIG
16
Brookwood Investment Group
Arizona
$5.8M -$6.05M -119,031 -51%
MOS
17
MGO One Seven
Ohio
$5.71M +$5.32M +104,662 +1,200%
ANBOT
18
American National Bank of Texas
Texas
$5.39M -$155K -3,053 -3%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$5.35M +$382K +7,510 +8%
TGAM
20
TBH Global Asset Management
Tennessee
$5.34M +$78.2K +1,538 +1%
Osaic Holdings
21
Osaic Holdings
Arizona
$5.11M +$181K +3,560 +4%
GWP
22
Gateway Wealth Partners
Wisconsin
$4.81M +$2.3M +45,240 +90%
HAS
23
HBW Advisory Services
California
$4.39M -$62.4K -1,228 -1%
IA
24
IFP Advisors
Florida
$4.28M +$4.32M +85,091 New
Citadel Advisors
25
Citadel Advisors
Florida
$3.77M +$3.81M +74,966 New
1
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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.