EATON VANCE MORTGAGE OPP ETF (EVMO) Institutional Ownership Changes & 13F Activity
EATON VANCE MORTGAGE OPP ETF (EVMO). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ubs Group Ag, Morgan Stanley, Arax Advisory Partners, Citadel Advisors Llc, and Newedge Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +93,309 | +124.5% | 168,275 | $8.41M | Q2 2026 | Sep 02, 2026 |
| Kingsview Wealth Management, Llc | Sell | -675 | -7.0% | 8,907 | $445.26K | Q2 2026 | Aug 19, 2026 |
| Equitable Holdings, Inc. | Sell | -530 | -5.8% | 8,561 | $427.99K | Q2 2026 | Aug 17, 2026 |
| Raymond James Financial Inc | Sell | -78,331 | -14.9% | 446,019 | $22.30M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -34,911 | -34.4% | 66,657 | $3.33M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +30,202 | — | 30,202 | $1.51M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +10,289 | — | 10,289 | $514.35K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -9,994 | -18.2% | 44,984 | $2.25M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +8,844 | — | 8,844 | $442.11K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -8,710 | -2.3% | 362,106 | $18.10M | Q2 2026 | Aug 14, 2026 |
| Vienna Asset Management Llc | Buy | +7,116 | — | 7,116 | $355.73K | Q2 2026 | Aug 14, 2026 |
| American National Bank Of Texas | Buy | +2,396 | +2.2% | 109,512 | $5.47M | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Buy | +1,968 | +4.9% | 42,056 | $2.10M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +78 | +6.4% | 1,301 | $65.00K | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Buy | +227,984 | +55.2% | 641,079 | $32.05M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +157,751 | +3.4% | 4,826,613 | $241.28M | Q2 2026 | Aug 13, 2026 |
| Investor'S Fiduciary Advisor Network, Llc | Buy | +3,399 | +5.8% | 62,215 | $3.11M | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +38 | — | 38 | $1.91K | Q2 2026 | Aug 13, 2026 |
| Newedge Advisors, Llc | Buy | +88,265 | — | 88,265 | $4.41M | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +43,604 | — | 43,604 | $2.19M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -611 | -2.2% | 27,276 | $1.36M | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | Buy | +122,788 | — | 122,788 | $6.14M | Q2 2026 | Aug 10, 2026 |
| Mml Investors Services, Llc | Buy | +7,882 | +57.1% | 21,686 | $1.08M | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Sell | -1,422 | -0.1% | 2,170,003 | $108.48M | Q2 2026 | Aug 07, 2026 |
| Wealthspan Partners, Llc | Buy | +526 | +1.7% | 30,784 | $1.54M | Q2 2026 | Aug 06, 2026 |
| Continuum Advisory, Llc | Buy | +76 | — | 76 | $3.80K | Q2 2026 | Aug 06, 2026 |
| Tbh Global Asset Management, Llc | Sell | -53,808 | -50.5% | 52,713 | $2.64M | Q2 2026 | Aug 05, 2026 |
| Janney Montgomery Scott Llc | Buy | +12,276 | +9.3% | 143,930 | $7.20M | Q2 2026 | Aug 05, 2026 |
| Bleakley Financial Group, Llc | Buy | +5,917 | +3.4% | 179,602 | $8.98M | Q2 2026 | Aug 05, 2026 |
| Fifth Third Bancorp | Sell | -1 | -0.0% | 3,090 | $154.49K | Q2 2026 | Aug 05, 2026 |
Frequently asked questions about EVMO activity
Which institutional owners are buying EVMO?
Institutional owners buying EVMO include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in EVMO activity?
"Buy" means an investor increased their reported position in EVMO compared to the prior reporting period. This reflects growing exposure to EATON VANCE MORTGAGE OPP ETF (EVMO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in EVMO increasing?
Institutional interest in EVMO can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.