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Eaton Vance Ultra-Short Income ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
12
Holders Change
+2
Holders Change %
+20%
% of All Funds
0.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
4
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$85.4M +$6M +118,137 +8%
Morgan Stanley
2
Morgan Stanley
New York
$39.2M +$9.71M +191,185 +33%
WAP
3
Wealthcare Advisory Partners
Pennsylvania
$37.4M +$35.6M +699,992 +1,915%
LPL Financial
4
LPL Financial
California
$3.23M +$3.23M +63,605 New
FTUS
5
Flow Traders U.S.
New York
$1.64M +$1.64M +32,358 New
Citadel Advisors
6
Citadel Advisors
Florida
$1.49M -$14.3K -281 -0.9%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$1.3M -$5.84K -115 -0.4%
Jane Street
8
Jane Street
New York
$852K -$1.53M -30,126 -64%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$425K +$425K +8,373 New
KWM
10
Kingsview Wealth Management
Oregon
$250K -$66.9K -1,317 -21%
Osaic Holdings
11
Osaic Holdings
Arizona
$86.4K +$63.6K +1,252 +279%
LWANC
12
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.8K
UBS Group
13
UBS Group
Switzerland
-$68.6K -1,353 Closed