We are live on ! Find out more
EVSD

Eaton Vance Short Duration Income ETF
EVSD

51 hedge funds and large institutions have $501M invested in Eaton Vance Short Duration Income ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

238% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 8

55% more capital invested

Capital invested by funds: $322M → $501M (+$179M)

31% more funds holding

Funds holding: 39 → 51 (+12)

5.57% more ownership

Funds ownership: 71.52% → 77.09% (+5.6%)

Holders
51
Holders Change
+12
Holders Change %
+30.77%
% of All Funds
0.67%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
14
Increased
27
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$60.2M
2
VC
Vestor Capital
Illinois
+$47.8M
3
Ameriprise
Ameriprise
Minnesota
+$15.7M
4
TFG
Tilson Financial Group
New Jersey
+$14.5M
5
NRG
Nemes Rush Group
Michigan
+$9.72M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$3.01M
2
FTUS
Flow Traders U.S.
New York
-$1.19M
3
AssetMark Inc
AssetMark Inc
California
-$1.08M
4
WA
Waverly Advisors
Alabama
-$827K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$253K
Name Holding Trade Value Shares
Change 		Change in
Stake
SG
26
StoneX Group
New York
$1.21M +$1.21M +23,500 New
EIA
27
Eldridge Investment Advisors
New Hampshire
$1.17M +$1.17M +22,750 New
Jane Street
28
Jane Street
New York
$1.15M -$3.01M -58,715 -72%
WI
29
WBI Investments
New Jersey
$1.06M -$240K -4,676 -18%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$1.01M +$150K +2,919 +17%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$1.01M +$282K +5,485 +39%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$996K +$432K +8,420 +77%
OWA
33
Opal Wealth Advisors
New York
$996K +$995K +19,379 New
DAS
34
Dynamic Advisor Solutions
Arizona
$795K +$432K +8,412 +119%
CPIG
35
Chicago Partners Investment Group
Illinois
$564K -$3.75K -73 -0.7%
CFFP
36
Center for Financial Planning
Michigan
$504K – – –
CCIA
37
Cherry Creek Investment Advisors
Colorado
$466K +$2.26K +44 +0.5%
NFP
38
NorthLanding Financial Partners
New York
$454K -$2.98K -58 -0.7%
MAM
39
MMA Asset Management
Pennsylvania
$425K +$425K +8,272 New
SFC
40
Strategic Financial Concepts
Texas
$275K +$275K +5,356 New
PI
41
PFG Investments
New York
$268K +$29.4K +572 +12%
DC
42
Davenport & Co
Virginia
$259K +$259K +5,047 New
SAI
43
Savvy Advisors Inc
New York
$253K +$252K +4,914 New
CWAF
44
Core Wealth Advisors (Florida)
Florida
$233K +$232K +4,525 New
GRP
45
Global Retirement Partners
California
$177K +$28.7K +560 +19%
FFA
46
Farther Finance Advisors
California
$129K +$1.23K +24 +1%
CAL
47
Capital Analysts LLC
Pennsylvania
$61K – – –
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$45K -$253K -4,928 -85%
SPIA
49
Steward Partners Investment Advisory
New York
$31.3K -$3.75K -73 -11%
NA
50
NewEdge Advisors
Louisiana
$20.3K +$20.3K +395 New
1
2
3

EVSD Hedge Fund Activity: Q3 2025 in Review

51 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Income ETF (EVSD) for Q3 2025, worth a combined $501M — up 55% from $322M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EVSD positions and 2 closed out — a net gain of 12 holders — while 27 added to existing stakes and 8 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $60.2M. The largest seller was Jane Street, cutting an estimated $3.01M.

  • 51 institutional investors held Eaton Vance Short Duration Income ETF (EVSD) as of Q3 2025, up from 39 in Q2 2025.
  • Funds reported $501M of Eaton Vance Short Duration Income ETF stock for Q3 2025, up 55% quarter-over-quarter.
  • 14 funds opened new Eaton Vance Short Duration Income ETF positions in Q3 2025 and 2 closed out, a net change of +12 holders.
  • The largest Eaton Vance Short Duration Income ETF buyer in Q3 2025 was Morgan Stanley, an estimated $60.2M added.
  • The largest Eaton Vance Short Duration Income ETF seller in Q3 2025 was Jane Street, an estimated $3.01M sold.

Based on aggregated 13F filings for Q3 2025.