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Eaton Vance Ultra-Short Income ETF

22 hedge funds and large institutions have $220M invested in Eaton Vance Ultra-Short Income ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

233% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 3

47% more funds holding

Funds holding: 1522 (+7)

13% more capital invested

Capital invested by funds: $196M → $220M (+$24.7M)

0.96% more ownership

Funds ownership: 84.33%85.3% (+0.96%)

Holders
22
Holders Change
+7
Holders Change %
+46.67%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
10
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$112M +$21.4M +419,149 +23%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$87.2M +$358K +7,022 +0.4%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$5.6M -$12K -235 -0.2%
LPL Financial
4
LPL Financial
California
$5.33M +$309K +6,059 +6%
Stifel Financial
5
Stifel Financial
Missouri
$2.37M +$396K +7,771 +20%
Citadel Advisors
6
Citadel Advisors
Florida
$1.82M +$1.05M +20,662 +137%
FTUS
7
Flow Traders U.S.
New York
$1.36M +$1.37M +26,779 New
Goldman Sachs
8
Goldman Sachs
New York
$1.22M -$1.2M -23,512 -50%
Jane Street
9
Jane Street
New York
$753K +$756K +14,809 New
RBFC
10
Roman Butler Fullerton & Co
Missouri
$720K +$338K +6,630 +89%
WAP
11
Wealthcare Advisory Partners
Pennsylvania
$490K -$575K -11,271 -54%
Mariner
12
Mariner
Kansas
$468K +$469K +9,200 New
KWM
13
Kingsview Wealth Management
Oregon
$364K +$365K +7,150 New
IA
14
IFP Advisors
Florida
$181K +$182K +3,558 New
SPIA
15
Steward Partners Investment Advisory
New York
$86.2K +$61K +1,195 +239%
Comerica Bank
16
Comerica Bank
Texas
$60.6K +$3.78K +74 +7%
KAS
17
Kestra Advisory Services
Texas
$50.1K +$50.2K +984 New
UBS Group
18
UBS Group
Switzerland
$23.6K +$18.1K +355 +326%
GRP
19
Global Retirement Partners
California
$18.8K +$51 +1 +0.3%
LWANC
20
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.82K +$9.85K +193 New
Osaic Holdings
21
Osaic Holdings
Arizona
$5.09K
Fidelity Investments
22
Fidelity Investments
Massachusetts
$51 +$51 +1 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
-$250K -4,912 Closed

EVSB Hedge Fund Activity: Q4 2025 in Review

22 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Ultra-Short Income ETF (EVSB) for Q4 2025, worth a combined $220M — up 13% from $196M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EVSB positions and 1 closed out — a net gain of 7 holders — while 10 added to existing stakes and 3 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $21.4M. The largest seller was Goldman Sachs, cutting an estimated $1.2M.

  • 22 institutional investors held Eaton Vance Ultra-Short Income ETF (EVSB) as of Q4 2025, up from 15 in Q3 2025.
  • Funds reported $220M of Eaton Vance Ultra-Short Income ETF stock for Q4 2025, up 13% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Ultra-Short Income ETF positions in Q4 2025 and 1 closed out, a net change of +7 holders.
  • The largest Eaton Vance Ultra-Short Income ETF buyer in Q4 2025 was Morgan Stanley, an estimated $21.4M added.
  • The largest Eaton Vance Ultra-Short Income ETF seller in Q4 2025 was Goldman Sachs, an estimated $1.2M sold.

Based on aggregated 13F filings for Q4 2025.