Eaton Vance Short Duration Income ETF
EVSD
25 hedge funds and large institutions have $162M invested in Eaton Vance Short Duration Income ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 4 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 4
91% more capital invested
Capital invested by funds: $84.9M → $162M (+$77.6M)
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
15.15% more ownership
Funds ownership: 41.02% → 56.16% (+15%)
9% more funds holding
Funds holding: 23 → 25 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$33.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$12.7M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$10M |
| 4 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$6.18M |
| 5 |
Jane Street
New York
|
+$4.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.01M |
| 2 |
WA
Waverly Advisors
Birmingham,
Alabama
|
-$1.44M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$93.6K |
| 4 |
MCM
MidAtlantic Capital Management
Richmond,
Virginia
|
-$67K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$6.41K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Citadel Advisors
Miami,
Florida
| – | -$2.01M | -39,822 | Closed |
|
|
MCM
27
MidAtlantic Capital Management
Richmond,
Virginia
| – | -$67K | -1,327 | Closed |
|
|
TRCT
28
Tower Research Capital (TRC)
New York
| – | -$6.41K | -127 | Closed |
|
29
Fidelity Investments
Boston,
Massachusetts
| – | -$101 | -2 | Closed |
|
EVSD Hedge Fund Activity: Q1 2025 in Review
25 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Income ETF (EVSD) for Q1 2025, worth a combined $162M — up 91% from $84.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new EVSD positions and 4 closed out — a net gain of 3 holders — while 12 added to existing stakes and 4 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $33.2M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.01M sold.
- 25 institutional investors held Eaton Vance Short Duration Income ETF (EVSD) as of Q1 2025, up from 23 in Q4 2024.
- Funds reported $162M of Eaton Vance Short Duration Income ETF stock for Q1 2025, up 91% quarter-over-quarter.
- 7 funds opened new Eaton Vance Short Duration Income ETF positions in Q1 2025 and 4 closed out, a net change of +3 holders.
- The largest Eaton Vance Short Duration Income ETF buyer in Q1 2025 was Morgan Stanley, an estimated $33.2M added.
- The largest Eaton Vance Short Duration Income ETF seller in Q1 2025 was Citadel Advisors, an estimated $2.01M sold.
Based on aggregated 13F filings for Q1 2025.