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EVG

Eaton Vance Short Duration Diversified Income Fund
EVG

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.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 13

2% more capital invested

Capital invested by funds: $48.3M → $49.3M (+$920K)

0.42% more ownership

Funds ownership: 32.93% → 33.35% (+0.42%)

9% less funds holding

Funds holding: 46 → 42 (-4)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
42
Holders Change
-4
Holders Change %
-8.7%
% of All Funds
0.56%
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
Ameriprise
Minnesota
+$1.53M
2
LPL Financial
LPL Financial
California
+$979K
3
FA
FSA Advisors
Michigan
+$419K
4
Osaic Holdings
Osaic Holdings
Arizona
+$328K
5
Invesco
Invesco
Georgia
+$166K

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.31M
2
SIA
Sit Investment Associates
Minnesota
-$629K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$235K
4
PCM
Pointe Capital Management
Michigan
-$128K
5
First Trust Advisors
First Trust Advisors
Illinois
-$122K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$15.4M +$1.53M +138,380 +11%
SIA
2
Sit Investment Associates
Minnesota
$9.9M -$629K -56,927 -6%
Morgan Stanley
3
Morgan Stanley
New York
$3.92M +$39.7K +3,597 +1%
LPL Financial
4
LPL Financial
California
$3.17M +$979K +88,662 +44%
Invesco
5
Invesco
Georgia
$1.74M +$166K +15,058 +11%
AAM
6
Advisors Asset Management
Colorado
$1.33M +$320 +29 +0%
First Trust Advisors
7
First Trust Advisors
Illinois
$1.32M -$122K -11,060 -8%
GC
8
Guggenheim Capital
Illinois
$965K +$90.2K +8,165 +10%
AWM
9
AE Wealth Management
Kansas
$915K +$5.96K +540 +0.7%
Osaic Holdings
10
Osaic Holdings
Arizona
$852K +$328K +29,655 +62%
Fiera Capital (Canada)
11
Fiera Capital (Canada)
Quebec, Canada
$742K – – –
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$688K +$28.7K +2,596 +4%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$643K -$1.31M -118,453 -67%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$626K +$8.94K +809 +1%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$595K +$2.77K +251 +0.5%
Bank of America
16
Bank of America
North Carolina
$582K -$51.7K -4,684 -8%
CWM
17
Cornerstone Wealth Management
Missouri
$571K -$67.2K -6,086 -10%
Wells Fargo
18
Wells Fargo
California
$570K -$9.05K -819 -2%
DI
19
Diligent Investors
California
$520K +$2.06K +186 +0.4%
FA
20
FSA Advisors
Michigan
$416K +$419K +37,905 New
SFS
21
Shaker Financial Services
Virginia
$394K -$15.1K -1,370 -4%
NA
22
NewEdge Advisors
Louisiana
$365K -$29.8K -2,700 -8%
EH
23
Equitable Holdings
New York
$336K +$2.41K +218 +0.7%
MWM
24
Melfa Wealth Management
Massachusetts
$285K – – –
PRTG
25
Post Resch Tallon Group
New York
$259K +$16.5K +1,490 +7%
1
2

EVG Hedge Fund Activity: Q1 2025 in Review

42 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q1 2025, worth a combined $49.3M — up 1.9% from $48.3M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of EVG and 3 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 18 added.

The largest buyer was Ameriprise, adding an estimated $1.53M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $1.31M.

  • 42 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q1 2025, down from 46 in Q4 2024.
  • Funds reported $49.3M of Eaton Vance Short Duration Diversified Income Fund stock for Q1 2025, up 1.9% quarter-over-quarter.
  • 3 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q1 2025 and 5 closed out, a net change of -2 holders.
  • The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q1 2025 was Ameriprise, an estimated $1.53M added.
  • The largest Eaton Vance Short Duration Diversified Income Fund seller in Q1 2025 was Cambridge Investment Research Advisors, an estimated $1.31M sold.

Based on aggregated 13F filings for Q1 2025.