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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$13.1M |
| 2 |
LPL Financial
San Diego,
California
|
+$12M |
| 3 |
NPAN
Northeast Planning Associates NH
Bedford,
New Hampshire
|
+$8.5M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$7.93M |
| 5 |
B
Bensler
Bellevue,
Washington
|
+$7.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$10.1M |
| 2 |
BIG
Brookwood Investment Group
Phoenix,
Arizona
|
-$6.05M |
| 3 |
BI
Berkeley Inc
Boise,
Idaho
|
-$5.63M |
| 4 |
Morgan Stanley
New York
|
-$871K |
| 5 |
BFG
Bleakley Financial Group
Fairfield,
New Jersey
|
-$723K |
EVMO Hedge Fund Activity: Q1 2026 in Review
66 of the 8,191 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.