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Eaton Vance Intermediate Municipal Income ETF

19 hedge funds and large institutions have $159M invested in Eaton Vance Intermediate Municipal Income ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

27% more funds holding

Funds holding: 1519 (+4)

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

20% more capital invested

Capital invested by funds: $133M → $159M (+$26.3M)

0.86% more ownership

Funds ownership: 143.34%144.21% (+0.86%)

Holders
19
Holders Change
+4
Holders Change %
+26.67%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
5
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
P
1
&Partners
Tennessee
$59.5M +$12.2M +235,837 +26%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$57.1M +$9.97M +192,940 +22%
Morgan Stanley
3
Morgan Stanley
New York
$31M -$2.49M -48,124 -8%
CCA
4
Coign Capital Advisors
Utah
$3.94M +$2.02M +39,001 +108%
LPT
5
Legacy Private Trust
Wisconsin
$3.1M +$3.05M +58,980 New
SWM
6
SK Wealth Management
Rhode Island
$1.14M +$1.12M +21,744 New
Jane Street
7
Jane Street
New York
$633K -$3.22M -62,270 -84%
LPL Financial
8
LPL Financial
California
$561K +$553K +10,695 New
FTUS
9
Flow Traders U.S.
New York
$425K +$419K +8,103 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$364K +$359K +6,944 New
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$334K -$323K -6,245 -50%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$246K +$25.1K +485 +12%
SA
13
Sanctuary Advisors
Indiana
$223K +$219K +4,241 New
CFD
14
Creative Financial Designs
Indiana
$147K
CIR
15
Clear Investment Research
Georgia
$135K +$133K +2,580 New
Comerica Bank
16
Comerica Bank
Texas
$70K +$12.6K +244 +22%
Osaic Holdings
17
Osaic Holdings
Arizona
$10.6K
GRP
18
Global Retirement Partners
California
$2.65K
UBS Group
19
UBS Group
Switzerland
$1.63K -$57.5K -1,112 -97%
Citadel Advisors
20
Citadel Advisors
Florida
-$256K -4,995 Closed
LWMNY
21
Landmark Wealth Management (New York)
New York
-$234K -4,562 Closed

EVIM Hedge Fund Activity: Q3 2025 in Review

19 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Intermediate Municipal Income ETF (EVIM) for Q3 2025, worth a combined $159M — up 20% from $133M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new EVIM positions and 2 closed out — a net gain of 5 holders — while 5 added to existing stakes and 4 trimmed.

The largest buyer was &Partners, adding an estimated $12.2M. The largest seller was Jane Street, cutting an estimated $3.22M.

  • 19 institutional investors held Eaton Vance Intermediate Municipal Income ETF (EVIM) as of Q3 2025, up from 15 in Q2 2025.
  • Funds reported $159M of Eaton Vance Intermediate Municipal Income ETF stock for Q3 2025, up 20% quarter-over-quarter.
  • 7 funds opened new Eaton Vance Intermediate Municipal Income ETF positions in Q3 2025 and 2 closed out, a net change of +5 holders.
  • The largest Eaton Vance Intermediate Municipal Income ETF buyer in Q3 2025 was &Partners, an estimated $12.2M added.
  • The largest Eaton Vance Intermediate Municipal Income ETF seller in Q3 2025 was Jane Street, an estimated $3.22M sold.

Based on aggregated 13F filings for Q3 2025.