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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+93,309+124.5%168,275$8.41MQ2 2026Sep 02, 2026
Kingsview Wealth Management, LlcSell-675-7.0%8,907$445.26KQ2 2026Aug 19, 2026
Equitable Holdings, Inc.Sell-530-5.8%8,561$427.99KQ2 2026Aug 17, 2026
Raymond James Financial IncSell-78,331-14.9%446,019$22.30MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-34,911-34.4%66,657$3.33MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+30,20230,202$1.51MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+10,28910,289$514.35KQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-9,994-18.2%44,984$2.25MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+8,8448,844$442.11KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-8,710-2.3%362,106$18.10MQ2 2026Aug 14, 2026
Vienna Asset Management LlcBuy+7,1167,116$355.73KQ2 2026Aug 14, 2026
American National Bank Of TexasBuy+2,396+2.2%109,512$5.47MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+1,968+4.9%42,056$2.10MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+78+6.4%1,301$65.00KQ2 2026Aug 14, 2026
Ubs Group AgBuy+227,984+55.2%641,079$32.05MQ2 2026Aug 13, 2026
Morgan StanleyBuy+157,751+3.4%4,826,613$241.28MQ2 2026Aug 13, 2026
Investor'S Fiduciary Advisor Network, LlcBuy+3,399+5.8%62,215$3.11MQ2 2026Aug 13, 2026
Fmr LlcBuy+3838$1.91KQ2 2026Aug 13, 2026
Newedge Advisors, LlcBuy+88,26588,265$4.41MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+43,60443,604$2.19MQ2 2026Aug 12, 2026
Cetera Investment AdvisersSell-611-2.2%27,276$1.36MQ2 2026Aug 12, 2026
Arax Advisory PartnersBuy+122,788122,788$6.14MQ2 2026Aug 10, 2026
Mml Investors Services, LlcBuy+7,882+57.1%21,686$1.08MQ2 2026Aug 07, 2026
Lpl Financial LlcSell-1,422-0.1%2,170,003$108.48MQ2 2026Aug 07, 2026
Wealthspan Partners, LlcBuy+526+1.7%30,784$1.54MQ2 2026Aug 06, 2026
Continuum Advisory, LlcBuy+7676$3.80KQ2 2026Aug 06, 2026
Tbh Global Asset Management, LlcSell-53,808-50.5%52,713$2.64MQ2 2026Aug 05, 2026
Janney Montgomery Scott LlcBuy+12,276+9.3%143,930$7.20MQ2 2026Aug 05, 2026
Bleakley Financial Group, LlcBuy+5,917+3.4%179,602$8.98MQ2 2026Aug 05, 2026
Fifth Third BancorpSell-1-0.0%3,090$154.49KQ2 2026Aug 05, 2026
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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.