EVG

Eaton Vance Short Duration Diversified Income Fund
EVG

Overview Fund Activity

41 hedge funds and large institutions have $50.2M invested in Eaton Vance Short Duration Diversified Income Fund in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
41
Holders Change
-1
Holders Change %
-2.38%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
17
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$11.3M
2
GC
2
Guggenheim Capital
Illinois
$1.73M
3
Ameriprise
3
Ameriprise
Minnesota
$16.1M
4
SFS
4
Shaker Financial Services
Virginia
$1.01M
5
UBS Group
5
UBS Group
Switzerland
$388K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$863K
2
Morgan Stanley
2
Morgan Stanley
New York
$3.54M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$492K
4
AWS
4
Atria Wealth Solutions
New York
$0
5
MC
5
Moors & Cabot
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$16.1M 1,466,196 +59,355 +4%
SIA
2
Sit Investment Associates
Minnesota
$11.3M 1,027,640 +125,788 +14%
Morgan Stanley
3
Morgan Stanley
New York
$3.54M 321,121 -35,591 -10%
GC
4
Guggenheim Capital
Illinois
$1.73M 156,778 +68,924 +78%
Invesco
5
Invesco
Georgia
$1.71M 155,117 -3,223 -2%
First Trust Advisors
6
First Trust Advisors
Illinois
$1.38M 125,049 +4,860 +4%
AAM
7
Advisors Asset Management
Colorado
$1.34M 121,251 -239 -0.2%
SFS
8
Shaker Financial Services
Virginia
$1.01M 91,716 +55,795 +155%
AWM
9
AE Wealth Management
Kansas
$994K 90,115 +6,771 +8%
LPL Financial
10
LPL Financial
California
$863K 78,196 -210,281 -73%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$755K 68,412 +5,797 +9%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$745K 67,519 +8,972 +15%
Fiera Capital (Canada)
13
Fiera Capital (Canada)
Quebec, Canada
$745K 67,541 – –
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$597K 54,135 -2,864 -5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$558K 50,606 -3,585 -7%
CWM
16
Cornerstone Wealth Management
Missouri
$550K 49,853 -2,127 -4%
Bank of America
17
Bank of America
North Carolina
$540K 48,991 -4,035 -8%
Wells Fargo
18
Wells Fargo
California
$526K 47,727 -4,173 -8%
NA
19
NewEdge Advisors
Louisiana
$496K 45,000 +11,800 +36%
Osaic Holdings
20
Osaic Holdings
Arizona
$492K 45,091 -32,504 -42%
FA
21
FSA Advisors
Michigan
$475K 43,093 +5,188 +14%
DI
22
Diligent Investors
California
$427K 38,697 -8,645 -18%
UBS Group
23
UBS Group
Switzerland
$388K 35,160 +28,220 +407%
EH
24
Equitable Holdings
New York
$382K 34,664 +4,065 +13%
PRTG
25
Post Resch Tallon Group
New York
$309K 28,057 +4,386 +19%
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