Eaton Vance Mortgage Opportunities ETF (EVMO)

ETF ยท NYSE Arca

Eaton Vance Mortgage Opportunities ETF (EVMO) is an exchange-traded fund listed on NYSE Arca, where it has traded since July 28, 1997.

Type
Exchange-traded fund
Listed On
NYSE Arca
Listed Since
July 28, 1997

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 68 institutions reported holding EVMO, with 12.9 million shares worth $642.4 million in aggregate. The largest reported holder was Morgan Stanley, with 4.8 million shares worth $241.3 million. Of the 5 largest holders listed below, 3 added shares and 2 reduced their positions during the quarter.

InstitutionSharesValueQuarter change
Morgan Stanley4,826,613$241MAdded 3.38%
Lpl Financial2,170,003$108MReduced 0.07%
Bensler941,741$47MAdded 11.22%
Kestra Private Wealth Services719,818$36MReduced 1.3%
UBS Group641,079$32MAdded 55.19%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is EVMO?

Eaton Vance Mortgage Opportunities ETF (EVMO) is an exchange-traded fund listed on NYSE Arca, where it has traded since July 28, 1997.

Who are the largest institutional holders of EVMO?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of EVMO were Morgan Stanley, Lpl Financial and Bensler.

How many institutions own EVMO?

68 institutions reported a position in EVMO for the quarter ended June 30, 2026, worth $642.4 million in total.

Did institutions buy or sell EVMO last quarter?

Of the 5 largest reported holders, 3 added shares and 2 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for EVMO.

Every reported institutional holder, plus insider and congressional trades in EVMO, on SentiSense.