Eaton Vance Ultra-Short Income ETF
EVSB
12 hedge funds and large institutions have $171M invested in Eaton Vance Ultra-Short Income ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
48% more capital invested
Capital invested by funds: $116M → $171M (+$55.2M)
20% more funds holding
Funds holding: 10 → 12 (+2)
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
0.56% less ownership
Funds ownership: 97.44% → 96.88% (-0.56%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$35.6M |
| 2 |
Morgan Stanley
New York
|
+$9.72M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$6.01M |
| 4 |
LPL Financial
San Diego,
California
|
+$3.23M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$1.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.53M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$68.6K |
| 3 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$67K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$14.3K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$5.85K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $85.4M | +$6.01M | +118,137 | +8% |
|
|
2
Morgan Stanley
New York
| $39.2M | +$9.72M | +191,185 | +33% |
|
|
WAP
3
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $37.4M | +$35.6M | +699,992 | +1,915% |
|
|
4
LPL Financial
San Diego,
California
| $3.23M | +$3.23M | +63,605 | New |
|
|
FTUS
5
Flow Traders U.S.
New York
| $1.64M | +$1.65M | +32,358 | New |
|
|
6
Citadel Advisors
Miami,
Florida
| $1.49M | -$14.3K | -281 | -0.9% |
|
|
7
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $1.3M | -$5.85K | -115 | -0.4% |
|
|
8
Jane Street
New York
| $852K | -$1.53M | -30,126 | -64% |
|
9
Commonwealth Equity Services
Waltham,
Massachusetts
| $425K | +$426K | +8,373 | New |
|
|
KWM
10
Kingsview Wealth Management
Grants Pass,
Oregon
| $250K | -$67K | -1,317 | -21% |
|
11
Osaic Holdings
Scottsdale,
Arizona
| $86.4K | +$63.7K | +1,252 | +279% |
|
|
LWANC
12
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| $9.8K | – | – | – |
|
|
13
UBS Group
Zurich,
Switzerland
| – | -$68.6K | -1,353 | Closed |
|
EVSB Hedge Fund Activity: Q1 2025 in Review
12 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Ultra-Short Income ETF (EVSB) for Q1 2025, worth a combined $171M — up 48% from $116M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new EVSB positions and 1 closed out — a net gain of 2 holders — while 4 added to existing stakes and 4 trimmed.
The largest buyer was Wealthcare Advisory Partners, adding an estimated $35.6M. The largest seller was Jane Street, cutting an estimated $1.53M.
- 12 institutional investors held Eaton Vance Ultra-Short Income ETF (EVSB) as of Q1 2025, up from 10 in Q4 2024.
- Funds reported $171M of Eaton Vance Ultra-Short Income ETF stock for Q1 2025, up 48% quarter-over-quarter.
- 3 funds opened new Eaton Vance Ultra-Short Income ETF positions in Q1 2025 and 1 closed out, a net change of +2 holders.
- The largest Eaton Vance Ultra-Short Income ETF buyer in Q1 2025 was Wealthcare Advisory Partners, an estimated $35.6M added.
- The largest Eaton Vance Ultra-Short Income ETF seller in Q1 2025 was Jane Street, an estimated $1.53M sold.
Based on aggregated 13F filings for Q1 2025.