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Eaton Vance Ultra-Short Income ETF

17 hedge funds and large institutions have $137M invested in Eaton Vance Ultra-Short Income ETF in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

14.05% less ownership

Funds ownership: 85.3%71.25% (-14%)

23% less funds holding

Funds holding: 2217 (-5)

38% less capital invested

Capital invested by funds: $220M → $137M (-$82.9M)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
17
Holders Change
-5
Holders Change %
-22.73%
% of All Funds
0.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
4
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$109M -$2.56M -50,182 -2%
PAG
2
Private Advisor Group
New Jersey
$9.66M +$9.69M +190,225 New
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$5.12M -$470K -9,228 -8%
LPL Financial
4
LPL Financial
California
$3.27M -$2.06M -40,372 -39%
Stifel Financial
5
Stifel Financial
Missouri
$2.42M +$56.6K +1,111 +2%
Citadel Advisors
6
Citadel Advisors
Florida
$2.31M +$498K +9,783 +27%
Goldman Sachs
7
Goldman Sachs
New York
$1.74M +$524K +10,292 +43%
RBFC
8
Roman Butler Fullerton & Co
Missouri
$832K +$115K +2,255 +16%
KWM
9
Kingsview Wealth Management
Oregon
$671K +$309K +6,071 +85%
Mariner
10
Mariner
Kansas
$617K +$150K +2,950 +32%
WAP
11
Wealthcare Advisory Partners
Pennsylvania
$482K -$7.39K -145 -2%
HF
12
HRT Financial
New York
$389K +$391K +7,676 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$227K +$228K +4,482 New
IA
14
IFP Advisors
Florida
$187K +$6.42K +126 +4%
SPIA
15
Steward Partners Investment Advisory
New York
$86K
Fifth Third Bancorp
16
Fifth Third Bancorp
Ohio
$49.2K +$49.4K +970 New
Osaic Holdings
17
Osaic Holdings
Arizona
$5.08K
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
-$87.2M -1,712,662 Closed
FTUS
19
Flow Traders U.S.
New York
-$1.36M -26,779 Closed
Jane Street
20
Jane Street
New York
-$753K -14,809 Closed
KAS
21
Kestra Advisory Services
Texas
-$50.1K -984 Closed
UBS Group
22
UBS Group
Switzerland
-$23.6K -464 Closed
LWANC
23
Laurel Wealth Advisors (North Carolina)
North Carolina
-$9.82K -193 Closed
Fidelity Investments
24
Fidelity Investments
Massachusetts
-$51 -1 Closed

EVSB Hedge Fund Activity: Q1 2026 in Review

17 of the 8,133 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Ultra-Short Income ETF (EVSB) for Q1 2026, worth a combined $137M — down 38% from $220M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of EVSB and 4 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 7 added.

The largest buyer was Private Advisor Group, opening a new position worth an estimated $9.69M. The largest seller was Wealth Enhancement Advisory Services, exiting entirely with an estimated $87.2M sold.

  • 17 institutional investors held Eaton Vance Ultra-Short Income ETF (EVSB) as of Q1 2026, down from 22 in Q4 2025.
  • Funds reported $137M of Eaton Vance Ultra-Short Income ETF stock for Q1 2026, down 38% quarter-over-quarter.
  • 4 funds opened new Eaton Vance Ultra-Short Income ETF positions in Q1 2026 and 7 closed out, a net change of -3 holders.
  • The largest Eaton Vance Ultra-Short Income ETF buyer in Q1 2026 was Private Advisor Group, an estimated $9.69M added.
  • The largest Eaton Vance Ultra-Short Income ETF seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $87.2M sold.

Based on aggregated 13F filings for Q1 2026.