We are live on ! Find out more
EVSD

Eaton Vance Short Duration Income ETF
EVSD

65 hedge funds and large institutions have $586M invested in Eaton Vance Short Duration Income ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

150% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 12

27% more funds holding

Funds holding: 51 → 65 (+14)

17% more capital invested

Capital invested by funds: $501M → $586M (+$85.8M)

6.63% less ownership

Funds ownership: 77.09% → 70.46% (-6.6%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
65
Holders Change
+14
Holders Change %
+27.45%
% of All Funds
0.79%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
18
Increased
30
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$33.4M
2
Ameriprise
Ameriprise
Minnesota
+$22.1M
3
LPL Financial
LPL Financial
California
+$11.5M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$9.05M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.64M

Top Sellers

1
VC
Vestor Capital
Illinois
-$47.9M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.92M
3
SG
StoneX Group
New York
-$1.21M
4
AssetMark Inc
AssetMark Inc
California
-$1.2M
5
Comerica Bank
Comerica Bank
Texas
-$678K
Name Holding Trade Value Shares
Change 		Change in
Stake
PIWA
26
Prevail Innovative Wealth Advisors
Kansas
$2.97M -$107K -2,080 -3%
PE
27
PCM Encore
Colorado
$2.88M +$2.88M +55,902 New
EIA
28
Eldridge Investment Advisors
New Hampshire
$2.88M +$1.71M +33,145 +146%
GWP
29
Gateway Wealth Partners
Wisconsin
$2.68M +$2.68M +52,003 New
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$2.52M +$371K +7,202 +17%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$2.15M +$1.13M +22,036 +112%
LOIM
32
Liberty One Investment Management
Illinois
$1.95M +$1.95M +37,847 New
Osaic Holdings
33
Osaic Holdings
Arizona
$1.94M +$181K +3,522 +10%
DAS
34
Dynamic Advisor Solutions
Arizona
$1.34M +$542K +10,527 +68%
SAI
35
Savvy Advisors Inc
New York
$1.21M +$957K +18,580 +378%
BWAM
36
Blue Water Asset Management
Michigan
$1.13M +$1.13M +21,922 New
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$1.13M +$130K +2,528 +13%
OWA
38
Opal Wealth Advisors
New York
$997K – – –
Comerica Bank
39
Comerica Bank
Texas
$951K -$678K -13,173 -42%
Citadel Advisors
40
Citadel Advisors
Florida
$934K -$1.92M -37,276 -67%
WI
41
WBI Investments
New Jersey
$810K -$255K -4,952 -24%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$530K +$530K +10,299 New
CFFP
43
Center for Financial Planning
Michigan
$505K – – –
CWAF
44
Core Wealth Advisors (Florida)
Florida
$496K +$263K +5,114 +113%
CCIA
45
Cherry Creek Investment Advisors
Colorado
$495K +$28.6K +555 +6%
NFP
46
NorthLanding Financial Partners
New York
$446K -$8.09K -157 -2%
SI
47
Stephens Inc
Arkansas
$435K +$435K +8,451 New
MAM
48
MMA Asset Management
Pennsylvania
$364K -$61.2K -1,188 -14%
PA
49
PFG Advisors
Arizona
$332K +$333K +6,459 New
HF
50
HRT Financial
New York
$317K +$317K +6,164 New
1
2
3

EVSD Hedge Fund Activity: Q4 2025 in Review

65 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Income ETF (EVSD) for Q4 2025, worth a combined $586M — up 17% from $501M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new EVSD positions and 4 closed out — a net gain of 14 holders — while 30 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $33.4M. The largest seller was Vestor Capital, exiting entirely with an estimated $47.9M sold.

  • 65 institutional investors held Eaton Vance Short Duration Income ETF (EVSD) as of Q4 2025, up from 51 in Q3 2025.
  • Funds reported $586M of Eaton Vance Short Duration Income ETF stock for Q4 2025, up 17% quarter-over-quarter.
  • 18 funds opened new Eaton Vance Short Duration Income ETF positions in Q4 2025 and 4 closed out, a net change of +14 holders.
  • The largest Eaton Vance Short Duration Income ETF buyer in Q4 2025 was Morgan Stanley, an estimated $33.4M added.
  • The largest Eaton Vance Short Duration Income ETF seller in Q4 2025 was Vestor Capital, an estimated $47.9M sold.

Based on aggregated 13F filings for Q4 2025.