We are live on ! Find out more
EVIM icon

Eaton Vance Intermediate Municipal Income ETF

8 hedge funds and large institutions have $60.5M invested in Eaton Vance Intermediate Municipal Income ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding

Funds holding: 38 (+5)

33% more capital invested

Capital invested by funds: $45.5M → $60.5M (+$15.1M)

28.38% less ownership

Funds ownership: 165.17%136.79% (-28%)

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

Holders
8
Holders Change
+5
Holders Change %
+166.67%
% of All Funds
0.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
1
Reduced
2
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
P
1
&Partners
Tennessee
$21.3M +$21.4M +407,983 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$21.2M +$11.1M +210,393 +107%
Morgan Stanley
3
Morgan Stanley
New York
$17.4M -$6.85M -130,267 -28%
Jane Street
4
Jane Street
New York
$397K +$401K +7,636 New
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$266K +$269K +5,117 New
CAS
6
Coppell Advisory Solutions
Texas
$54.6K +$55.2K +1,050 New
UBS Group
7
UBS Group
Switzerland
$11.1K +$11.2K +214 New
Osaic Holdings
8
Osaic Holdings
Arizona
$5.2K -$2.73K -52 -34%

EVIM Hedge Fund Activity: Q4 2024 in Review

8 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Intermediate Municipal Income ETF (EVIM) for Q4 2024, worth a combined $60.5M — up 33% from $45.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EVIM positions and 0 closed out — a net gain of 5 holders — while 1 added to existing stakes and 2 trimmed.

The largest buyer was &Partners, opening a new position worth an estimated $21.4M. The largest seller was Morgan Stanley, cutting an estimated $6.85M.

  • 8 institutional investors held Eaton Vance Intermediate Municipal Income ETF (EVIM) as of Q4 2024, up from 3 in Q3 2024.
  • Funds reported $60.5M of Eaton Vance Intermediate Municipal Income ETF stock for Q4 2024, up 33% quarter-over-quarter.
  • 5 funds opened new Eaton Vance Intermediate Municipal Income ETF positions in Q4 2024 and 0 closed out, a net change of +5 holders.
  • The largest Eaton Vance Intermediate Municipal Income ETF buyer in Q4 2024 was &Partners, an estimated $21.4M added.
  • The largest Eaton Vance Intermediate Municipal Income ETF seller in Q4 2024 was Morgan Stanley, an estimated $6.85M sold.

Based on aggregated 13F filings for Q4 2024.