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Eaton Vance Ultra-Short Income ETF

7 hedge funds and large institutions have $35.8M invested in Eaton Vance Ultra-Short Income ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more funds holding

Funds holding: 17 (+6)

95% more capital invested

Capital invested by funds: $18.4M → $35.8M (+$17.4M)

46.09% more ownership

Funds ownership: 48.67%94.76% (+46%)

Holders
7
Holders Change
+6
Holders Change %
+600%
% of All Funds
0.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
1
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

EVSB Hedge Fund Activity: Q1 2024 in Review

7 of the 6,959 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Ultra-Short Income ETF (EVSB) for Q1 2024, worth a combined $35.8M — up 95% from $18.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EVSB positions and 0 closed out — a net gain of 6 holders — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $13.3M.

  • 7 institutional investors held Eaton Vance Ultra-Short Income ETF (EVSB) as of Q1 2024, up from 1 in Q4 2023.
  • Funds reported $35.8M of Eaton Vance Ultra-Short Income ETF stock for Q1 2024, up 95% quarter-over-quarter.
  • 6 funds opened new Eaton Vance Ultra-Short Income ETF positions in Q1 2024 and 0 closed out, a net change of +6 holders.
  • The largest Eaton Vance Ultra-Short Income ETF buyer in Q1 2024 was Wealth Enhancement Advisory Services, an estimated $13.3M added.

Based on aggregated 13F filings for Q1 2024.