Eaton Vance Short Duration Income ETF
EVSD
86 hedge funds and large institutions have $959M invested in Eaton Vance Short Duration Income ETF in 2026 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 9 closing their positions.
100% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 9
74% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 23
11% more capital invested
Capital invested by funds: $863M → $959M (+$96.5M)
10% more funds holding
Funds holding: 78 → 86 (+8)
4.35% less ownership
Funds ownership: 76.62% → 72.27% (-4.4%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$48.4M |
| 2 |
LPL Financial
San Diego,
California
|
+$22.8M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$11.9M |
| 4 |
PSCM
Per Stirling Capital Management
Austin,
Texas
|
+$10.4M |
| 5 |
Rockefeller Capital Management
New York
|
+$10.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWP
LeClair Wealth Partners
Dublin,
Ohio
|
-$16.8M |
| 2 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$7.1M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$6.4M |
| 4 |
GWP
Gateway Wealth Partners
Appleton,
Wisconsin
|
-$2.4M |
| 5 |
EIA
Eldridge Investment Advisors
Manchester,
New Hampshire
|
-$2.28M |
EVSD Hedge Fund Activity: Q2 2026 in Review
86 of the 8,317 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Income ETF (EVSD) for Q2 2026, worth a combined $959M — up 11% from $863M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new EVSD positions and 9 closed out — a net gain of 9 holders — while 40 added to existing stakes and 23 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $48.4M. The largest seller was LeClair Wealth Partners, exiting entirely with an estimated $16.8M sold.
- 86 institutional investors held Eaton Vance Short Duration Income ETF (EVSD) as of Q2 2026, up from 78 in Q1 2026.
- Funds reported $959M of Eaton Vance Short Duration Income ETF stock for Q2 2026, up 11% quarter-over-quarter.
- 18 funds opened new Eaton Vance Short Duration Income ETF positions in Q2 2026 and 9 closed out, a net change of +9 holders.
- The largest Eaton Vance Short Duration Income ETF buyer in Q2 2026 was Morgan Stanley, an estimated $48.4M added.
- The largest Eaton Vance Short Duration Income ETF seller in Q2 2026 was LeClair Wealth Partners, an estimated $16.8M sold.
Based on aggregated 13F filings for Q2 2026.