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Hancock Whitney’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Hancock Whitney’s Portfolio EVSM Stock Details EVSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9,954
Closed -$496K – 672
2024
Q4 		$496K Sell
9,954
-7,564
-43% -$379K 0.02% 432
2024
Q3 		$880K Buy
17,518
+11,854
+209% +$594K 0.03% 337
2024
Q2 		$281K Sell
5,664
-201
-3% -$10K 0.01% 525
2024
Q1 		$293K Buy
+5,865
New +$293K 0.01% 540

Other funds holding EVSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
QWM
Quadcap Wealth Management Frisco, Texas $1.03B AUM 28.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Hancock Whitney's EVSM Position: Q1 2025 in Review

Hancock Whitney sold out of Eaton Vance Short Duration Municipal Income ETF (EVSM) in Q1 2025, closing a stake of 9,954 shares — an estimated $496K sold.

Hancock Whitney first reported a position in EVSM in Q1 2024 and held it in 4 quarters. The position peaked at $880K in Q3 2024. 31 funds tracked by Wall St. Rank hold EVSM as of Q1 2025.

  • Hancock Whitney reported no remaining Eaton Vance Short Duration Municipal Income ETF position as of Q1 2025 after selling out during the quarter.
  • Hancock Whitney sold 9,954 Eaton Vance Short Duration Municipal Income ETF shares in Q1 2025, an estimated $496K.
  • Hancock Whitney first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q1 2024 and held it in 4 quarters.
  • Hancock Whitney's Eaton Vance Short Duration Municipal Income ETF position peaked at $880K in Q3 2024.
  • 31 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q1 2025.

Based on Hancock Whitney's 13F filing for Q1 2025, filed 15 May 2025.