EVMO Institutional Ownership
Morgan Stanley ETF Trust - Eaton Vance Mortgage Opportunities ETF
1W: -0.3%
1M: -2.6%
YTD: -3.0%
$48.15
-0.01 (-0.02%)
Weekly Expected Move ±0.7%
$48
$48
$48
$48
$49
Overview
Chart
Holdings
Changes
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Analysis
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Short Interest
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Institutional Ownership — EVMO
78
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
644M
Total Invested
14
New Positions
25
Increased
34
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (81 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 4,826,613 | $232M | +157,751 | +3.4% | 4Q | SEC ↗ |
| 2 | LPL Financial LLC | 2,170,003 | $104M | -1,422 | -0.1% | 4Q | SEC ↗ |
| 3 | Bensler, LLC | 941,741 | $45M | +95,012 | +11.2% | 4Q | SEC ↗ |
| 4 | KESTRA PRIVATE WEALTH SERVICES, LLC | 719,818 | $35M | -9,508 | -1.3% | 4Q | SEC ↗ |
| 5 | UBS Group AG | 641,079 | $31M | +227,984 | +55.2% | 4Q | SEC ↗ |
| 6 | RAYMOND JAMES FINANCIAL INC | 446,019 | $21M | -78,331 | -14.9% | 4Q | SEC ↗ |
| 7 | WELLS FARGO & COMPANY/MN | 362,106 | $17M | -8,710 | -2.3% | 4Q | SEC ↗ |
| 8 | Hennion & Walsh Asset Management, Inc. | 208,147 | $10M | +11,384 | +5.8% | 4Q | SEC ↗ |
| 9 | Berkeley, Inc | 189,627 | $9M | -13,778 | -6.8% | 4Q | SEC ↗ |
| 10 | Bleakley Financial Group, LLC | 179,602 | $9M | +5,917 | +3.4% | 3Q | SEC ↗ |
| 11 | CITADEL ADVISORS LLC | 168,275 | $8M | +93,309 | +124.5% | 2Q | SEC ↗ |
| 12 | Janney Montgomery Scott LLC | 143,930 | $7M | +12,276 | +9.3% | 3Q | SEC ↗ |
| 13 | Cambridge Investment Research Advisors | 135,667 | $7M | +4,078 | +3.1% | 4Q | SEC ↗ |
| 14 | Arax Advisory Partners NEW | 122,788 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 15 | U.S. Capital Wealth Advisors, LLC | 117,823 | $6M | +12,740 | +12.1% | 3Q | SEC ↗ |
| 16 | Brookwood Investment Group LLC | 115,283 | $6M | -36 | -0.0% | 4Q | SEC ↗ |
| 17 | MGO ONE SEVEN LLC | 109,923 | $5M | -3,462 | -3.1% | 3Q | SEC ↗ |
| 18 | American National Bank of Texas | 109,512 | $5M | +2,396 | +2.2% | 3Q | SEC ↗ |
| 19 | ENVESTNET ASSET MANAGEMENT INC | 100,596 | $5M | -5,820 | -5.5% | 4Q | SEC ↗ |
| 20 | HBW ADVISORY SERVICES LLC | 91,536 | $4M | +4,352 | +5.0% | 4Q | SEC ↗ |
| 21 | IFP Advisors, Inc | 89,610 | $4M | +4,519 | +5.3% | 2Q | SEC ↗ |
| 22 | Atria Investments, Inc | 88,590 | $4M | +23,920 | +37.0% | 4Q | SEC ↗ |
| 23 | Eagle Bay Advisors LLC | 88,419 | $4M | +23,749 | +36.7% | 4Q | SEC ↗ |
| 24 | NewEdge Advisors, LLC | 88,265 | $4M | +14,830 | +20.2% | 3Q | SEC ↗ |
| 25 | NORTHEAST PLANNING ASSOCIATES, INC. / | 84,161 | $4M | -83,097 | -49.7% | 2Q | SEC ↗ |
| 26 | OSAIC HOLDINGS, INC. | 66,657 | $3M | -34,911 | -34.4% | 4Q | SEC ↗ |
| 27 | Investor's Fiduciary Advisor Network, | 62,215 | $3M | +3,399 | +5.8% | 4Q | SEC ↗ |
| 28 | Certified Advisory Corp | 57,386 | $3M | +11,483 | +25.0% | 3Q | SEC ↗ |
| 29 | COMMONWEALTH EQUITY SERVICES, LLC | 55,690 | $3M | -17,511 | -23.9% | 4Q | SEC ↗ |
| 30 | TBH Global Asset Management, LLC | 52,713 | $3M | -53,808 | -50.5% | 4Q | SEC ↗ |
| 31 | JANE STREET GROUP, LLC | 44,984 | $2M | -9,994 | -18.2% | 2Q | SEC ↗ |
| 32 | JPMORGAN CHASE & CO | 43,604 | $2M | +8,346 | +23.7% | 4Q | SEC ↗ |
| 33 | Elyxium Wealth, LLC | 42,280 | $2M | +245 | +0.6% | 3Q | SEC ↗ |
| 34 | Thrivent Financial for Lutherans | 42,056 | $2M | +1,968 | +4.9% | 3Q | SEC ↗ |
| 35 | WEALTHSPAN PARTNERS, LLC | 30,784 | $1M | +526 | +1.7% | 3Q | SEC ↗ |
| 36 | GOLDMAN SACHS GROUP INC NEW | 30,202 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 37 | Cetera Investment Advisers | 27,276 | $1M | -611 | -2.2% | 4Q | SEC ↗ |
| 38 | Savvy Advisors, Inc. NEW | 22,878 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 39 | ALPS ADVISORS INC | 22,460 | $1M | -220 | -1.0% | 2Q | SEC ↗ |
| 40 | MML INVESTORS SERVICES, LLC | 21,686 | $1M | +7,882 | +57.1% | 4Q | SEC ↗ |
| 41 | Chicago Partners Investment Group LLC | 19,047 | $917K | -203 | -1.1% | 4Q | SEC ↗ |
| 42 | Gladstone Institutional Advisory LLC | 18,021 | $868K | -879 | -4.7% | 3Q | SEC ↗ |
| 43 | Kraft, Davis & Associates, LLC | 17,329 | $834K | -160,980 | -90.3% | 4Q | SEC ↗ |
| 44 | PRIVATE TRUST CO NA | 17,022 | $820K | +2,759 | +19.3% | 4Q | SEC ↗ |
| 45 | Atlas Wealth LLC | 15,484 | $746K | -6,848 | -30.7% | 4Q | SEC ↗ |
| 46 | OPTIMA CAPITAL LLC | 14,028 | $675K | -1,754 | -11.1% | 3Q | SEC ↗ |
| 47 | IFG Advisory, LLC NEW | 10,289 | $495K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Prospera Financial Services Inc | 9,971 | $480K | — | +0.0% | 4Q | SEC ↗ |
| 49 | TRUIST FINANCIAL CORP | 9,818 | $473K | +7 | +0.1% | 4Q | SEC ↗ |
| 50 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 9,703 | $467K | -635 | -6.1% | 4Q | SEC ↗ |
Recent Activity
New Positions (14)
| Holder | Shares | Value |
|---|---|---|
| Arax Advisory Partners | 122,788 | $6M |
| GOLDMAN SACHS GROUP INC | 30,202 | $1M |
| Savvy Advisors, Inc. | 22,878 | $1M |
| IFG Advisory, LLC | 10,289 | $495K |
| BANK OF AMERICA CORP /DE | 8,844 | $426K |
| Vienna Asset Management LLC | 7,116 | $343K |
| PFG Investments, LLC | 6,271 | $302K |
| Private Advisor Group, LLC | 4,194 | $202K |
| MERCER GLOBAL ADVISORS INC /ADV | 990 | $48K |
| Planning Strategies Inc. | 863 | $42K |
| AE Wealth Management LLC | 330 | $16K |
| ASSETMARK, INC | 78 | $4K |
| Continuum Advisory, LLC | 76 | $4K |
| FMR LLC | 38 | $2K |
Sold Out (9)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Gateway Wealth Partners, LLC | 95,492 | $5M |
| HRT FINANCIAL LP | 38,814 | $2M |
| FORESIGHT CAPITAL MANAGEMENT ADVISO | 11,562 | $557K |
| FLOW TRADERS U.S. LLC | 6,897 | $332K |
| PRINCIPAL SECURITIES, INC. | 4,537 | $218K |
| Independent Advisor Alliance | 4,166 | $201K |
| Costello Asset Management, INC | 127 | $6K |
| HIGHLINE WEALTH PARTNERS LLC | 118 | $6K |
| Global Wealth Strategies & Associat | 52 | $3K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| UBS Group AG | +227,984 | +55.2% | 641,079 |
| MORGAN STANLEY | +157,751 | +3.4% | 4,826,613 |
| Bensler, LLC | +95,012 | +11.2% | 941,741 |
| CITADEL ADVISORS LLC | +93,309 | +124.5% | 168,275 |
| Atria Investments, Inc | +23,920 | +37.0% | 88,590 |
| Eagle Bay Advisors LLC | +23,749 | +36.7% | 88,419 |
| NewEdge Advisors, LLC | +14,830 | +20.2% | 88,265 |
| U.S. Capital Wealth Advisors, LLC | +12,740 | +12.1% | 117,823 |
| Janney Montgomery Scott LLC | +12,276 | +9.3% | 143,930 |
| Certified Advisory Corp | +11,483 | +25.0% | 57,386 |
| Hennion & Walsh Asset Management, I | +11,384 | +5.8% | 208,147 |
| JPMORGAN CHASE & CO | +8,346 | +23.7% | 43,604 |
| MML INVESTORS SERVICES, LLC | +7,882 | +57.1% | 21,686 |
| Bleakley Financial Group, LLC | +5,917 | +3.4% | 179,602 |
| IFP Advisors, Inc | +4,519 | +5.3% | 89,610 |
| HBW ADVISORY SERVICES LLC | +4,352 | +5.0% | 91,536 |
| Cambridge Investment Research Advis | +4,078 | +3.1% | 135,667 |
| Investor's Fiduciary Advisor Networ | +3,399 | +5.8% | 62,215 |
| PRIVATE TRUST CO NA | +2,759 | +19.3% | 17,022 |
| American National Bank of Texas | +2,396 | +2.2% | 109,512 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Kraft, Davis & Associates, LLC | -160,980 | -90.3% | 17,329 |
| NORTHEAST PLANNING ASSOCIATES, INC. | -83,097 | -49.7% | 84,161 |
| RAYMOND JAMES FINANCIAL INC | -78,331 | -14.9% | 446,019 |
| TBH Global Asset Management, LLC | -53,808 | -50.5% | 52,713 |
| OSAIC HOLDINGS, INC. | -34,911 | -34.4% | 66,657 |
| COMMONWEALTH EQUITY SERVICES, LLC | -17,511 | -23.9% | 55,690 |
| Berkeley, Inc | -13,778 | -6.8% | 189,627 |
| JANE STREET GROUP, LLC | -9,994 | -18.2% | 44,984 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | -9,508 | -1.3% | 719,818 |
| WELLS FARGO & COMPANY/MN | -8,710 | -2.3% | 362,106 |
| Atlas Wealth LLC | -6,848 | -30.7% | 15,484 |
| ENVESTNET ASSET MANAGEMENT INC | -5,820 | -5.5% | 100,596 |
| MGO ONE SEVEN LLC | -3,462 | -3.1% | 109,923 |
| OPTIMA CAPITAL LLC | -1,754 | -11.1% | 14,028 |
| LPL Financial LLC | -1,422 | -0.1% | 2,170,003 |
| Gladstone Institutional Advisory LL | -879 | -4.7% | 18,021 |
| Kingsview Wealth Management, LLC | -675 | -7.0% | 8,907 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -635 | -6.1% | 9,703 |
| Cetera Investment Advisers | -611 | -2.2% | 27,276 |
| Equitable Holdings, Inc. | -530 | -5.8% | 8,561 |