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EVG

Eaton Vance Short Duration Diversified Income Fund

42 hedge funds and large institutions have $51.1M invested in Eaton Vance Short Duration Diversified Income Fund in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 13

1.13% more ownership

Funds ownership: 33.35%34.48% (+1.1%)

4% more capital invested

Capital invested by funds: $49.3M → $51.1M (+$1.86M)

0% more funds holding

Funds holding: 4242 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
42
Holders Change
Holders Change %
0%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
18
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$16.1M +$641K +59,355 +4%
SIA
2
Sit Investment Associates
Minnesota
$11.3M +$1.36M +125,788 +14%
Morgan Stanley
3
Morgan Stanley
New York
$3.54M -$384K -35,591 -10%
GC
4
Guggenheim Capital
Illinois
$1.73M +$744K +68,924 +78%
Invesco
5
Invesco
Georgia
$1.71M -$34.8K -3,223 -2%
First Trust Advisors
6
First Trust Advisors
Illinois
$1.38M +$52.5K +4,860 +4%
AAM
7
Advisors Asset Management
Colorado
$1.34M -$2.58K -239 -0.2%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.1M +$239K +22,105 +28%
SFS
9
Shaker Financial Services
Virginia
$1.01M +$602K +55,795 +155%
AWM
10
AE Wealth Management
Kansas
$994K +$73.1K +6,771 +8%
LPL Financial
11
LPL Financial
California
$863K -$2.27M -210,281 -73%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$755K +$62.6K +5,797 +9%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$745K +$96.9K +8,972 +15%
Fiera Capital (Canada)
14
Fiera Capital (Canada)
Quebec, Canada
$745K
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$597K -$30.9K -2,864 -5%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$558K -$38.7K -3,585 -7%
CWM
17
Cornerstone Wealth Management
Missouri
$550K -$23K -2,127 -4%
Bank of America
18
Bank of America
North Carolina
$540K -$43.6K -4,035 -8%
Wells Fargo
19
Wells Fargo
California
$526K -$45.1K -4,173 -8%
NA
20
NewEdge Advisors
Louisiana
$496K +$127K +11,800 +36%
FA
21
FSA Advisors
Michigan
$475K +$56K +5,188 +14%
DI
22
Diligent Investors
California
$427K -$93.3K -8,645 -18%
UBS Group
23
UBS Group
Switzerland
$388K +$305K +28,220 +407%
EH
24
Equitable Holdings
New York
$382K +$43.9K +4,065 +13%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$346K +$338K +31,340 New

EVG Hedge Fund Activity: Q2 2025 in Review

42 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Diversified Income Fund (EVG) for Q2 2025, worth a combined $51.1M — up 3.8% from $49.3M a quarter earlier.

Fund positioning in EVG was balanced in Q2 2025: 4 funds opened new positions, 4 closed out, 18 added to existing stakes and 13 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $1.36M. The largest seller was LPL Financial, cutting an estimated $2.27M.

  • 42 institutional investors held Eaton Vance Short Duration Diversified Income Fund (EVG) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $51.1M of Eaton Vance Short Duration Diversified Income Fund stock for Q2 2025, up 3.8% quarter-over-quarter.
  • 4 funds opened new Eaton Vance Short Duration Diversified Income Fund positions in Q2 2025 and 4 closed out, a net change of 0 holders.
  • The largest Eaton Vance Short Duration Diversified Income Fund buyer in Q2 2025 was Sit Investment Associates, an estimated $1.36M added.
  • The largest Eaton Vance Short Duration Diversified Income Fund seller in Q2 2025 was LPL Financial, an estimated $2.27M sold.

Based on aggregated 13F filings for Q2 2025.