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Eaton Vance Intermediate Municipal Income ETF

40 hedge funds and large institutions have $240M invested in Eaton Vance Intermediate Municipal Income ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

280% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 5

33% more funds holding

Funds holding: 3040 (+10)

26% more capital invested

Capital invested by funds: $191M → $240M (+$49.3M)

4.95% less ownership

Funds ownership: 128.15%123.2% (-4.9%)

Holders
40
Holders Change
+10
Holders Change %
+33.33%
% of All Funds
0.49%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
19
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
P
1
&Partners
Tennessee
$76.7M +$9.63M +180,323 +14%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$70.8M +$8.46M +158,397 +13%
Morgan Stanley
3
Morgan Stanley
New York
$22.3M -$415K -7,773 -2%
FH
4
FWG Holdings
Florida
$10.3M +$6.08M +113,743 +138%
Raymond James Financial
5
Raymond James Financial
Florida
$9.67M +$2.01M +37,706 +26%
SWM
6
SK Wealth Management
Rhode Island
$8.87M +$6.85M +128,206 +320%
SWASL
7
Spartan Wealth Advisory Services LLC
Michigan
$5.21M +$5.3M +99,230 New
CCA
8
Coign Capital Advisors
Utah
$4.9M +$95.3K +1,784 +2%
CTA
9
Clear Trail Advisors
Texas
$4.81M +$4.89M +91,499 New
LPT
10
Legacy Private Trust
Wisconsin
$4.66M +$472K +8,840 +11%
LPL Financial
11
LPL Financial
California
$4.35M +$2.81M +52,550 +174%
CWA
12
Crusonia Wealth Advisors
Colorado
$3.17M +$855K +16,005 +36%
Jane Street
13
Jane Street
New York
$2.56M +$2.6M +48,758 New
IWC
14
Integrated Wealth Concepts
Massachusetts
$1.98M +$2.01M +37,704 New
Osaic Holdings
15
Osaic Holdings
Arizona
$1.74M +$94.7K +1,773 +6%
FTUS
16
Flow Traders U.S.
New York
$974K -$150K -2,812 -13%
CA
17
Crumly & Associates
Illinois
$892K +$907K +16,978 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$682K +$27.2K +509 +4%
FA
19
FSA Advisors
Michigan
$575K +$222K +4,153 +61%
SA
20
Sanctuary Advisors
Indiana
$521K +$5.98K +112 +1%
PAG
21
Private Advisor Group
New Jersey
$446K +$454K +8,491 New
CWM
22
Cornerstone Wealth Management
Missouri
$401K +$26.7K +500 +7%
ICP
23
Interchange Capital Partners
Pennsylvania
$397K -$1.53M -28,660 -79%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$340K +$1.82K +34 +0.5%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$302K -$267 -5 -0.1%

EVIM Hedge Fund Activity: Q1 2026 in Review

40 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Intermediate Municipal Income ETF (EVIM) for Q1 2026, worth a combined $240M — up 26% from $191M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EVIM positions and 2 closed out — a net gain of 12 holders — while 19 added to existing stakes and 5 trimmed.

The largest buyer was &Partners, adding an estimated $9.63M. The largest seller was Interchange Capital Partners, cutting an estimated $1.53M.

  • 40 institutional investors held Eaton Vance Intermediate Municipal Income ETF (EVIM) as of Q1 2026, up from 30 in Q4 2025.
  • Funds reported $240M of Eaton Vance Intermediate Municipal Income ETF stock for Q1 2026, up 26% quarter-over-quarter.
  • 14 funds opened new Eaton Vance Intermediate Municipal Income ETF positions in Q1 2026 and 2 closed out, a net change of +12 holders.
  • The largest Eaton Vance Intermediate Municipal Income ETF buyer in Q1 2026 was &Partners, an estimated $9.63M added.
  • The largest Eaton Vance Intermediate Municipal Income ETF seller in Q1 2026 was Interchange Capital Partners, an estimated $1.53M sold.

Based on aggregated 13F filings for Q1 2026.