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Eaton Vance Intermediate Municipal Income ETF

30 hedge funds and large institutions have $191M invested in Eaton Vance Intermediate Municipal Income ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 1

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

58% more funds holding

Funds holding: 1930 (+11)

20% more capital invested

Capital invested by funds: $159M → $191M (+$31.6M)

16.06% less ownership

Funds ownership: 144.21%128.15% (-16%)

Holders
30
Holders Change
+11
Holders Change %
+57.89%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
13
Reduced
1
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
P
1
&Partners
Tennessee
$67.6M +$7.38M +139,178 +12%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$63.1M +$5.31M +100,236 +9%
Morgan Stanley
3
Morgan Stanley
New York
$22.9M -$8.39M -158,313 -27%
Raymond James Financial
4
Raymond James Financial
Florida
$7.77M +$7.76M +146,377 New
CCA
5
Coign Capital Advisors
Utah
$4.86M +$869K +16,389 +22%
FH
6
FWG Holdings
Florida
$4.42M +$4.38M +82,643 New
LPT
7
Legacy Private Trust
Wisconsin
$4.24M +$1.11M +20,960 +36%
CWA
8
Crusonia Wealth Advisors
Colorado
$2.35M +$2.35M +44,261 New
SWM
9
SK Wealth Management
Rhode Island
$2.15M +$973K +18,353 +84%
ICP
10
Interchange Capital Partners
Pennsylvania
$1.92M +$1.92M +36,222 New
Osaic Holdings
11
Osaic Holdings
Arizona
$1.67M +$1.65M +31,177 +15,061%
LPL Financial
12
LPL Financial
California
$1.6M +$1.03M +19,523 +183%
FTUS
13
Flow Traders U.S.
New York
$1.13M +$702K +13,236 +163%
OMC
14
Old Mission Capital
Illinois
$895K +$893K +16,857 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$662K +$293K +5,523 +80%
SA
16
Sanctuary Advisors
Indiana
$521K +$295K +5,567 +131%
CWM
17
Cornerstone Wealth Management
Missouri
$378K +$378K +7,125 New
FA
18
FSA Advisors
Michigan
$360K +$360K +6,786 New
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$342K +$4.13K +78 +1%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$305K +$56.2K +1,060 +23%
NA
21
NewEdge Advisors
Louisiana
$275K +$275K +5,190 New
Citadel Advisors
22
Citadel Advisors
Florida
$266K +$266K +5,017 New
TWM
23
TCFG Wealth Management
California
$234K +$233K +4,400 New
MFS
24
Miller Financial Services
Michigan
$205K +$205K +3,870 New
CFD
25
Creative Financial Designs
Indiana
$149K

EVIM Hedge Fund Activity: Q4 2025 in Review

30 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Intermediate Municipal Income ETF (EVIM) for Q4 2025, worth a combined $191M — up 20% from $159M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EVIM positions and 3 closed out — a net gain of 11 holders — while 13 added to existing stakes and 1 trimmed.

The largest buyer was Raymond James Financial, opening a new position worth an estimated $7.76M. The largest seller was Morgan Stanley, cutting an estimated $8.39M.

  • 30 institutional investors held Eaton Vance Intermediate Municipal Income ETF (EVIM) as of Q4 2025, up from 19 in Q3 2025.
  • Funds reported $191M of Eaton Vance Intermediate Municipal Income ETF stock for Q4 2025, up 20% quarter-over-quarter.
  • 14 funds opened new Eaton Vance Intermediate Municipal Income ETF positions in Q4 2025 and 3 closed out, a net change of +11 holders.
  • The largest Eaton Vance Intermediate Municipal Income ETF buyer in Q4 2025 was Raymond James Financial, an estimated $7.76M added.
  • The largest Eaton Vance Intermediate Municipal Income ETF seller in Q4 2025 was Morgan Stanley, an estimated $8.39M sold.

Based on aggregated 13F filings for Q4 2025.