Eaton Vance Ultra-Short Income ETF
EVSB
9 hedge funds and large institutions have $38.9M invested in Eaton Vance Ultra-Short Income ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 0 closing their positions.
13% more funds holding
Funds holding: 8 → 9 (+1)
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
3% less capital invested
Capital invested by funds: $40.1M → $38.9M (-$1.22M)
8.73% less ownership
Funds ownership: 95.81% → 87.08% (-8.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.34M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.14M |
| 3 |
Jane Street
New York
|
+$163K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$136K |
| 5 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$114K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$4.29M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$49.8K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$8.56K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.04K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $23.1M | +$1.34M | +26,366 | +6% |
|
|
2
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $10.1M | -$4.29M | -84,600 | -30% |
|
|
WAP
3
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $1.38M | +$114K | +2,251 | +9% |
|
|
4
Jane Street
New York
| $1.33M | +$163K | +3,216 | +14% |
|
|
5
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $1.14M | +$1.14M | +22,419 | New |
|
|
FTUS
6
Flow Traders U.S.
New York
| $1.13M | +$136K | +2,682 | +14% |
|
|
7
Citadel Advisors
Miami,
Florida
| $700K | -$49.8K | -982 | -7% |
|
|
8
Osaic Holdings
Scottsdale,
Arizona
| $4.82K | -$3.04K | -60 | -39% |
|
|
9
UBS Group
Zurich,
Switzerland
| $4.41K | -$8.56K | -169 | -66% |
|
EVSB Hedge Fund Activity: Q3 2024 in Review
9 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Ultra-Short Income ETF (EVSB) for Q3 2024, worth a combined $38.9M — down 3% from $40.1M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new EVSB positions and 0 closed out — a net gain of 1 holder — while 4 added to existing stakes and 4 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.34M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $4.29M.
- 9 institutional investors held Eaton Vance Ultra-Short Income ETF (EVSB) as of Q3 2024, up from 8 in Q2 2024.
- Funds reported $38.9M of Eaton Vance Ultra-Short Income ETF stock for Q3 2024, down 3% quarter-over-quarter.
- 1 fund opened new Eaton Vance Ultra-Short Income ETF positions in Q3 2024 and 0 closed out, a net change of +1 holder.
- The largest Eaton Vance Ultra-Short Income ETF buyer in Q3 2024 was Morgan Stanley, an estimated $1.34M added.
- The largest Eaton Vance Ultra-Short Income ETF seller in Q3 2024 was Wealth Enhancement Advisory Services, an estimated $4.29M sold.
Based on aggregated 13F filings for Q3 2024.