We are live on ! Find out more
EVSD

Eaton Vance Short Duration Income ETF
EVSD

39 hedge funds and large institutions have $322M invested in Eaton Vance Short Duration Income ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 1

150% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 6

98% more capital invested

Capital invested by funds: $162M → $322M (+$159M)

56% more funds holding

Funds holding: 25 → 39 (+14)

15.35% more ownership

Funds ownership: 56.16% → 71.52% (+15%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
39
Holders Change
+14
Holders Change %
+56%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
15
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$118M
2
PSCM
Per Stirling Capital Management
Texas
+$12.4M
3
LPL Financial
LPL Financial
California
+$6.08M
4
AssetMark Inc
AssetMark Inc
California
+$5.95M
5
PIWA
Prevail Innovative Wealth Advisors
Kansas
+$2.84M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$2.31M
2
Jane Street
Jane Street
New York
-$1.32M
3
WA
Waverly Advisors
Alabama
-$1.07M
4
HighTower Advisors
HighTower Advisors
Illinois
-$456K
5
CPIG
Chicago Partners Investment Group
Illinois
-$156K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$560K +$557K +10,961 New
CFFP
27
Center for Financial Planning
Michigan
$502K +$499K +9,810 New
CCIA
28
Cherry Creek Investment Advisors
Colorado
$461K +$459K +9,020 New
NFP
29
NorthLanding Financial Partners
New York
$455K +$18.5K +363 +4%
DAS
30
Dynamic Advisor Solutions
Arizona
$361K +$91K +1,790 +34%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$297K +$295K +5,800 New
DADC
32
D.A. Davidson & Co
Montana
$279K +$278K +5,460 New
PI
33
PFG Investments
New York
$237K +$236K +4,641 New
TFG
34
Tilson Financial Group
New Jersey
$231K +$230K +4,516 New
GRP
35
Global Retirement Partners
California
$147K +$147K +2,882 New
FFA
36
Farther Finance Advisors
California
$127K +$1.22K +24 +1%
CAL
37
Capital Analysts LLC
Pennsylvania
$61K – – –
SPIA
38
Steward Partners Investment Advisory
New York
$34.8K – – –
RA
39
Rise Advisors
New York
$20.8K – – –
AF
40
Allworth Financial
California
$22 – – –
JFGIW
41
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$51 -1 Closed
1
2

EVSD Hedge Fund Activity: Q2 2025 in Review

39 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Income ETF (EVSD) for Q2 2025, worth a combined $322M — up 98% from $162M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EVSD positions and 1 closed out — a net gain of 14 holders — while 15 added to existing stakes and 6 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $118M. The largest seller was Osaic Holdings, cutting an estimated $2.31M.

  • 39 institutional investors held Eaton Vance Short Duration Income ETF (EVSD) as of Q2 2025, up from 25 in Q1 2025.
  • Funds reported $322M of Eaton Vance Short Duration Income ETF stock for Q2 2025, up 98% quarter-over-quarter.
  • 15 funds opened new Eaton Vance Short Duration Income ETF positions in Q2 2025 and 1 closed out, a net change of +14 holders.
  • The largest Eaton Vance Short Duration Income ETF buyer in Q2 2025 was Morgan Stanley, an estimated $118M added.
  • The largest Eaton Vance Short Duration Income ETF seller in Q2 2025 was Osaic Holdings, an estimated $2.31M sold.

Based on aggregated 13F filings for Q2 2025.