As of the latest SEC filings, EATON VANCE MORTGAGE OPPORTUNITIES ETF (EVMO) is held by 3 institutional funds. The largest fund shareholder is Eaton Vance All Asset Strategy Fund (ECRAX), holding an estimated $26,000,948.52 in market value, representing 11.08% of its portfolio.
Funds holding EATON VANCE MORTGAGE OPPORTUNITIES ETF (EVMO)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- EVMO
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
ECRAX
Eaton Vance All Asset Strategy Fund
|
MF | Eaton Vance | 11.08% | $26,000,948.52 | 507,960 | Feb 28, 2026 | Apr 24, 2026 |
|
-
Morningstar Conservative ETF Asset Allocation Portfolio
|
ETF | Independent / Boutique | 2.01% | $613,400.80 | 12,190 | Mar 31, 2026 | May 26, 2026 |
|
-
Morningstar Income and Growth ETF Asset Allocation Portfolio
|
ETF | Independent / Boutique | 1.02% | $527,856.80 | 10,490 | Mar 31, 2026 | May 26, 2026 |
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