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Eaton Vance Ultra-Short Income ETF

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.

New
Increased
Maintained
Reduced
Closed

13% more funds holding

Funds holding: 89 (+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%)

Holders
9
Holders Change
+1
Holders Change %
+12.5%
% of All Funds
0.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
4
Reduced
4
Closed
Calls
Puts
Net Calls
Net Calls Change

EVSB Hedge Fund Activity: Q3 2024 in Review

9 of the 6,979 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.