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Eaton Vance Ultra-Short Income ETF

16 hedge funds and large institutions have $190M invested in Eaton Vance Ultra-Short Income ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

33% more funds holding

Funds holding: 1216 (+4)

11% more capital invested

Capital invested by funds: $171M → $190M (+$18.8M)

8.91% less ownership

Funds ownership: 96.88%87.98% (-8.9%)

Holders
16
Holders Change
+4
Holders Change %
+33.33%
% of All Funds
0.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
7
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$87.7M +$2.24M +44,068 +3%
Morgan Stanley
2
Morgan Stanley
New York
$79.2M +$40.1M +787,748 +102%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$5.27M +$3.97M +78,001 +304%
LPL Financial
4
LPL Financial
California
$3.74M +$504K +9,913 +16%
Jane Street
5
Jane Street
New York
$3M +$2.15M +42,346 +252%
Goldman Sachs
6
Goldman Sachs
New York
$2.97M +$2.97M +58,371 New
Citadel Advisors
7
Citadel Advisors
Florida
$2.81M +$1.32M +25,945 +88%
WAP
8
Wealthcare Advisory Partners
Pennsylvania
$2.13M -$35.3M -694,538 -94%
FTUS
9
Flow Traders U.S.
New York
$1.57M -$71.1K -1,398 -4%
KPWS
10
Kestra Private Wealth Services
Texas
$591K +$592K +11,638 New
JP Morgan Chase
11
JP Morgan Chase
New York
$492K +$493K +9,691 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$452K +$26.7K +526 +6%
Comerica Bank
13
Comerica Bank
Texas
$41.7K +$41.7K +820 New
UBS Group
14
UBS Group
Switzerland
$38.9K +$38.9K +765 New
GRP
15
Global Retirement Partners
California
$18.7K +$18.8K +369 New
Osaic Holdings
16
Osaic Holdings
Arizona
$4.83K -$81.7K -1,606 -94%
KWM
17
Kingsview Wealth Management
Oregon
-$250K -4,917 Closed
LWANC
18
Laurel Wealth Advisors (North Carolina)
North Carolina
-$9.8K -193 Closed

EVSB Hedge Fund Activity: Q2 2025 in Review

16 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Ultra-Short Income ETF (EVSB) for Q2 2025, worth a combined $190M — up 11% from $171M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EVSB positions and 2 closed out — a net gain of 4 holders — while 7 added to existing stakes and 3 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $40.1M. The largest seller was Wealthcare Advisory Partners, cutting an estimated $35.3M.

  • 16 institutional investors held Eaton Vance Ultra-Short Income ETF (EVSB) as of Q2 2025, up from 12 in Q1 2025.
  • Funds reported $190M of Eaton Vance Ultra-Short Income ETF stock for Q2 2025, up 11% quarter-over-quarter.
  • 6 funds opened new Eaton Vance Ultra-Short Income ETF positions in Q2 2025 and 2 closed out, a net change of +4 holders.
  • The largest Eaton Vance Ultra-Short Income ETF buyer in Q2 2025 was Morgan Stanley, an estimated $40.1M added.
  • The largest Eaton Vance Ultra-Short Income ETF seller in Q2 2025 was Wealthcare Advisory Partners, an estimated $35.3M sold.

Based on aggregated 13F filings for Q2 2025.