We are live on ! Find out more
EVSB icon

Eaton Vance Ultra-Short Income ETF

15 hedge funds and large institutions have $196M invested in Eaton Vance Ultra-Short Income ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $190M → $196M (+$5.55M)

3.65% less ownership

Funds ownership: 87.98%84.33% (-3.6%)

6% less funds holding

Funds holding: 1615 (-1)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
15
Holders Change
-1
Holders Change %
-6.25%
% of All Funds
0.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$91M +$11.6M +226,802 +15%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$87M -$999K -19,599 -1%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$5.62M +$341K +6,699 +6%
LPL Financial
4
LPL Financial
California
$5.03M +$1.28M +25,195 +34%
Goldman Sachs
5
Goldman Sachs
New York
$2.42M -$554K -10,875 -19%
Stifel Financial
6
Stifel Financial
Missouri
$1.98M +$1.98M +38,794 New
WAP
7
Wealthcare Advisory Partners
Pennsylvania
$1.07M -$1.08M -21,102 -50%
Citadel Advisors
8
Citadel Advisors
Florida
$769K -$2.05M -40,177 -73%
RBFC
9
Roman Butler Fullerton & Co
Missouri
$383K +$382K +7,491 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$250K -$203K -3,987 -45%
Comerica Bank
11
Comerica Bank
Texas
$56.9K +$15.1K +297 +36%
SPIA
12
Steward Partners Investment Advisory
New York
$25.5K +$25.5K +500 New
GRP
13
Global Retirement Partners
California
$18.8K
UBS Group
14
UBS Group
Switzerland
$5.55K -$33.4K -656 -86%
Osaic Holdings
15
Osaic Holdings
Arizona
$5.09K +$255 +5 +5%
Jane Street
16
Jane Street
New York
-$3M -59,128 Closed
FTUS
17
Flow Traders U.S.
New York
-$1.57M -30,960 Closed
KPWS
18
Kestra Private Wealth Services
Texas
-$591K -11,638 Closed
JP Morgan Chase
19
JP Morgan Chase
New York
-$492K -9,691 Closed

EVSB Hedge Fund Activity: Q3 2025 in Review

15 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Ultra-Short Income ETF (EVSB) for Q3 2025, worth a combined $196M — up 2.9% from $190M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of EVSB and 3 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 5 added.

The largest buyer was Morgan Stanley, adding an estimated $11.6M. The largest seller was Jane Street, exiting entirely with an estimated $3M sold.

  • 15 institutional investors held Eaton Vance Ultra-Short Income ETF (EVSB) as of Q3 2025, down from 16 in Q2 2025.
  • Funds reported $196M of Eaton Vance Ultra-Short Income ETF stock for Q3 2025, up 2.9% quarter-over-quarter.
  • 3 funds opened new Eaton Vance Ultra-Short Income ETF positions in Q3 2025 and 4 closed out, a net change of -1 holder.
  • The largest Eaton Vance Ultra-Short Income ETF buyer in Q3 2025 was Morgan Stanley, an estimated $11.6M added.
  • The largest Eaton Vance Ultra-Short Income ETF seller in Q3 2025 was Jane Street, an estimated $3M sold.

Based on aggregated 13F filings for Q3 2025.