EVSB icon

Eaton Vance Ultra-Short Income ETF

17 hedge funds and large institutions have $190M invested in Eaton Vance Ultra-Short Income ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
17
Holders Change
+5
Holders Change %
+41.67%
% of All Funds
0.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$87.7M +$2.24M +44,068 +3%
Morgan Stanley
2
Morgan Stanley
New York
$79.2M +$40M +787,748 +102%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$5.27M +$3.96M +78,001 +304%
LPL Financial
4
LPL Financial
California
$3.74M +$504K +9,913 +16%
Jane Street
5
Jane Street
New York
$3M +$2.15M +42,346 +252%
Goldman Sachs
6
Goldman Sachs
New York
$2.97M +$2.97M +58,371 New
Citadel Advisors
7
Citadel Advisors
Florida
$2.81M +$1.32M +25,945 +88%
WAP
8
Wealthcare Advisory Partners
Pennsylvania
$2.13M -$35.3M -694,538 -94%
FTUS
9
Flow Traders U.S.
New York
$1.57M -$71K -1,398 -4%
KPWS
10
Kestra Private Wealth Services
Texas
$591K +$591K +11,638 New
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$492K +$492K +9,691 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$452K +$26.7K +526 +6%
LWANC
13
Laurel Wealth Advisors (North Carolina)
North Carolina
$193K +$189K +9,614 +4,981%
Comerica Bank
14
Comerica Bank
Texas
$41.7K +$41.7K +820 New
UBS Group
15
UBS Group
Switzerland
$38.9K +$38.9K +765 New
Osaic Holdings
16
Osaic Holdings
Arizona
$22.8K -$63.5K -1,252 -74%
GRP
17
Global Retirement Partners
California
$18.7K +$18.7K +369 New
KWM
18
Kingsview Wealth Management
Oregon
-$250K -4,917 Closed