EVG

Eaton Vance Short Duration Diversified Income Fund
EVG

Overview Fund Activity

42 hedge funds and large institutions have $49.3M invested in Eaton Vance Short Duration Diversified Income Fund in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
42
Holders Change
-4
Holders Change %
-8.7%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
18
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$15.4M
2
LPL Financial
2
LPL Financial
California
$3.17M
3
FA
3
FSA Advisors
Michigan
$416K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$852K
5
Invesco
5
Invesco
Georgia
$1.74M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$643K
2
SIA
2
Sit Investment Associates
Minnesota
$9.9M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
PCM
4
Pointe Capital Management
Michigan
$0
5
First Trust Advisors
5
First Trust Advisors
Illinois
$1.32M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$15.4M 1,406,841 +138,380 +11%
SIA
2
Sit Investment Associates
Minnesota
$9.9M 901,852 -56,927 -6%
Morgan Stanley
3
Morgan Stanley
New York
$3.92M 356,712 +3,597 +1%
LPL Financial
4
LPL Financial
California
$3.17M 288,477 +88,662 +44%
Invesco
5
Invesco
Georgia
$1.74M 158,340 +15,058 +11%
AAM
6
Advisors Asset Management
Colorado
$1.33M 121,490 +29 +0%
First Trust Advisors
7
First Trust Advisors
Illinois
$1.32M 120,189 -11,060 -8%
GC
8
Guggenheim Capital
Illinois
$965K 87,854 +8,165 +10%
AWM
9
AE Wealth Management
Kansas
$915K 83,344 +540 +0.7%
Osaic Holdings
10
Osaic Holdings
Arizona
$852K 77,595 +29,655 +62%
Fiera Capital (Canada)
11
Fiera Capital (Canada)
Quebec, Canada
$742K 67,541 – –
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$688K 62,615 +2,596 +4%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$643K 58,547 -118,453 -67%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$626K 56,999 +809 +1%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$595K 54,191 +251 +0.5%
Bank of America
16
Bank of America
North Carolina
$582K 53,026 -4,684 -8%
CWM
17
Cornerstone Wealth Management
Missouri
$571K 51,980 -6,086 -10%
Wells Fargo
18
Wells Fargo
California
$570K 51,900 -819 -2%
DI
19
Diligent Investors
California
$520K 47,342 +186 +0.4%
FA
20
FSA Advisors
Michigan
$416K 37,905 +37,905 New
SFS
21
Shaker Financial Services
Virginia
$394K 35,921 -1,370 -4%
NA
22
NewEdge Advisors
Louisiana
$365K 33,200 -2,700 -8%
EH
23
Equitable Holdings
New York
$336K 30,599 +218 +0.7%
MWM
24
Melfa Wealth Management
Massachusetts
$285K 25,953 – –
PRTG
25
Post Resch Tallon Group
New York
$259K 23,671 +1,490 +7%
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