EVG

Eaton Vance Short Duration Diversified Income Fund
EVG

Overview Fund Activity

45 hedge funds and large institutions have $37.4M invested in Eaton Vance Short Duration Diversified Income Fund in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 4 closing their positions.

Holders
45
Holders Change
-1
Holders Change %
-2.17%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
15
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$699K
2
GC
2
Guggenheim Capital
Illinois
$2.53M
3
Morgan Stanley
3
Morgan Stanley
New York
$5.88M
4
SFS
4
Sowell Financial Services
Arkansas
$135K
5
Invesco
5
Invesco
Georgia
$1.38M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$1.3M
2
SWM
2
SeaCrest Wealth Management
New York
$0
3
CF
3
Centaurus Financial
California
$702K
4
IA
4
IFP Advisors
Florida
$0
5
MCC
5
Money Concepts Capital
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
26
Qube Research & Technologies (QRT)
United Kingdom
$206K 19,753 – –
AWS
27
Atria Wealth Solutions
New York
$198K 18,975 +8,700 +85%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$170K 16,241 -398 -2%
WS
29
Wedbush Securities
California
$144K 13,735 – –
SFS
30
Sowell Financial Services
Arkansas
$135K 12,963 +12,963 New
PCM
31
Pointe Capital Management
Michigan
$122K 11,684 – –
MC
32
Moors & Cabot
Massachusetts
$115K 11,000 – –
RJFSA
33
Raymond James Financial Services Advisors
Florida
$110K 10,552 -1,566 -13%
Corient Private Wealth
34
Corient Private Wealth
Florida
$110K 10,484 +10,484 New
CAN
35
Cetera Advisor Networks
California
$110K 10,478 -34 -0.3%
BRWA
36
B. Riley Wealth Advisors
Florida
$105K 10,000 -665 -6%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$54K 5,200 +4,638 +825%
BC
38
Barrett & Company
Rhode Island
$41.8K 4,000 – –
UBS Group
39
UBS Group
Switzerland
$28.4K 2,720 -2,635 -49%
ASN
40
Advisory Services Network
Georgia
$23.7K 2,264 – –
GWM
41
Geneos Wealth Management
Colorado
$13.1K 1,250 – –
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$10K 1,000 +1,000 New
OLVIG
43
Oliver Lagore Vanvalin Investment Group
Michigan
$7.84K 750 – –
HBW
44
Hazlett, Burt & Watson
West Virginia
$5K 500 – –
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$544 52,129 -9,552 -15%
SWM
46
SeaCrest Wealth Management
New York
– – -16,212 Closed
MCC
47
Money Concepts Capital
Florida
– – -4,468 Closed
IA
48
IFP Advisors
Florida
– – -3,700 Closed
EWA
49
EverSource Wealth Advisors
Alabama
– – -2,750 Closed
CFGS
50
Concourse Financial Group Securities
Alabama
– – – –
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