Fidelity Investments
EVSD

Fidelity Investments’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

Fidelity Investments’s Portfolio EVSD Stock Details EVSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2
Closed -$101 – 5746
2024
Q4 		$101 Hold
2
– – ﹤0.01% 5106
2024
Q3 		$102 Sell
2
-2
-50% -$101 ﹤0.01% 5092
2024
Q2 		$199 Buy
+4
New +$200 ﹤0.01% 4922

Other funds holding EVSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PTP
Platform Technology Partners New York $519M AUM 20% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WP
Wealthspan Partners Davenport, Iowa $284M AUM 19.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Fidelity Investments's EVSD Position: Q1 2025 in Review

Fidelity Investments sold out of Eaton Vance Short Duration Income ETF (EVSD) in Q1 2025, closing a stake of 2 shares — an estimated $101 sold.

Fidelity Investments first reported a position in EVSD in Q2 2024 and held it in 3 quarters. The position peaked at $199 in Q2 2024. 25 funds tracked by Wall St. Rank hold EVSD as of Q1 2025.

  • Fidelity Investments reported no remaining Eaton Vance Short Duration Income ETF position as of Q1 2025 after selling out during the quarter.
  • Fidelity Investments sold 2 Eaton Vance Short Duration Income ETF shares in Q1 2025, an estimated $101.
  • Fidelity Investments first reported a position in Eaton Vance Short Duration Income ETF in Q2 2024 and held it in 3 quarters.
  • Fidelity Investments's Eaton Vance Short Duration Income ETF position peaked at $199 in Q2 2024.
  • 25 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q1 2025.

Based on Fidelity Investments's 13F filing for Q1 2025, filed 12 May 2025.