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Eaton Vance Ultra-Short Income ETF
EVSB

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, increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more funds holding

Funds holding: 1 → 7 (+6)

3% less capital invested

Capital invested by funds: $36.8M → $35.8M (-$965K)

87.74% less ownership

Funds ownership: 182.5% → 94.76% (-88%)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

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
–
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$13.3M
2
WAP
Wealthcare Advisory Partners
Pennsylvania
+$1.29M
3
Jane Street
Jane Street
New York
+$1.06M
4
FTUS
Flow Traders U.S.
New York
+$577K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$202K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$17.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$19.4M -$17.4M -344,069 -47%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$13.2M +$13.3M +262,780 New
WAP
3
Wealthcare Advisory Partners
Pennsylvania
$1.28M +$1.29M +25,497 New
Jane Street
4
Jane Street
New York
$1.06M +$1.06M +20,987 New
FTUS
5
Flow Traders U.S.
New York
$576K +$577K +11,436 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$201K +$202K +4,000 New
UBS Group
7
UBS Group
Switzerland
$3.17K +$3.18K +63 New

EVSB Hedge Fund Activity: Q1 2024 in Review

7 of the 6,943 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 — down 2.6% from $36.8M a quarter earlier.

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

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $13.3M. The largest seller was Morgan Stanley, cutting an estimated $17.4M.

  • 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, down 2.6% 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.
  • The largest Eaton Vance Ultra-Short Income ETF seller in Q1 2024 was Morgan Stanley, an estimated $17.4M sold.

Based on aggregated 13F filings for Q1 2024.