Eaton Vance Ultra-Short Income ETF
EVSB
10 hedge funds and large institutions have $116M invested in Eaton Vance Ultra-Short Income ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 0 reducing their positions, and 1 closing their positions.
199% more capital invested
Capital invested by funds: $38.9M → $116M (+$77.2M)
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
11% more funds holding
Funds holding: 9 → 10 (+1)
10.36% more ownership
Funds ownership: 87.08% → 97.44% (+10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$69.2M |
| 2 |
Morgan Stanley
New York
|
+$6.31M |
| 3 |
Jane Street
New York
|
+$1.05M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$802K |
| 5 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$476K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$1.13M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $79.2M | +$69.2M | +1,364,155 | +686% |
|
|
2
Morgan Stanley
New York
| $29.4M | +$6.31M | +124,406 | +27% |
|
|
3
Jane Street
New York
| $2.38M | +$1.05M | +20,781 | +80% |
|
|
WAP
4
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $1.85M | +$476K | +9,378 | +35% |
|
|
5
Citadel Advisors
Miami,
Florida
| $1.5M | +$802K | +15,800 | +114% |
|
6
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $1.31M | +$170K | +3,351 | +15% |
|
|
KWM
7
Kingsview Wealth Management
Grants Pass,
Oregon
| $316K | +$316K | +6,234 | New |
|
8
UBS Group
Zurich,
Switzerland
| $68.6K | +$64.2K | +1,266 | +1,455% |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $22.8K | +$18K | +354 | +373% |
|
|
LWANC
10
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| $9.78K | +$9.79K | +193 | New |
|
|
FTUS
11
Flow Traders U.S.
New York
| – | -$1.13M | -22,349 | Closed |
|
EVSB Hedge Fund Activity: Q4 2024 in Review
10 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Ultra-Short Income ETF (EVSB) for Q4 2024, worth a combined $116M — up 199% from $38.9M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new EVSB positions and 1 closed out — a net gain of 1 holder — while 8 added to existing stakes and 0 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $69.2M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.13M sold.
- 10 institutional investors held Eaton Vance Ultra-Short Income ETF (EVSB) as of Q4 2024, up from 9 in Q3 2024.
- Funds reported $116M of Eaton Vance Ultra-Short Income ETF stock for Q4 2024, up 199% quarter-over-quarter.
- 2 funds opened new Eaton Vance Ultra-Short Income ETF positions in Q4 2024 and 1 closed out, a net change of +1 holder.
- The largest Eaton Vance Ultra-Short Income ETF buyer in Q4 2024 was Wealth Enhancement Advisory Services, an estimated $69.2M added.
- The largest Eaton Vance Ultra-Short Income ETF seller in Q4 2024 was Flow Traders U.S., an estimated $1.13M sold.
Based on aggregated 13F filings for Q4 2024.