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EVSD

Eaton Vance Short Duration Income ETF
EVSD

78 hedge funds and large institutions have $863M invested in Eaton Vance Short Duration Income ETF in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

208% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 13

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

47% more capital invested

Capital invested by funds: $586M → $863M (+$276M)

20% more funds holding

Funds holding: 65 → 78 (+13)

6.17% more ownership

Funds ownership: 70.46% → 76.62% (+6.2%)

Holders
78
Holders Change
+13
Holders Change %
+20%
% of All Funds
0.96%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
21
Increased
40
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$106M
2
Ameriprise
Ameriprise
Minnesota
+$36.9M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$17.4M
4
LWP
LeClair Wealth Partners
Ohio
+$16.9M
5
Raymond James Financial
Raymond James Financial
Florida
+$15.9M

Top Sellers

1
MML Investors Services
MML Investors Services
Massachusetts
-$4.64M
2
Jane Street
Jane Street
New York
-$3.92M
3
SL
Systelligence LLC
Minnesota
-$3.33M
4
HighTower Advisors
HighTower Advisors
Illinois
-$2.19M
5
Citadel Advisors
Citadel Advisors
Florida
-$934K
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
26
Waverly Advisors
Alabama
$5.47M -$133K -2,580 -2%
SL
27
Systelligence LLC
Minnesota
$5.02M -$3.33M -64,743 -40%
FH
28
FWG Holdings
Florida
$4.27M +$643K +12,505 +18%
MFG
29
Merit Financial Group
Georgia
$4.2M +$558K +10,847 +15%
AssetMark Inc
30
AssetMark Inc
California
$3.36M -$341K -6,625 -9%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$3.18M +$688K +13,382 +27%
SA
32
Sanctuary Advisors
Indiana
$3.17M +$130K +2,528 +4%
Osaic Holdings
33
Osaic Holdings
Arizona
$2.98M +$1.07M +20,783 +55%
LOIM
34
Liberty One Investment Management
Illinois
$2.8M +$877K +17,050 +45%
PE
35
PCM Encore
Colorado
$2.58M -$269K -5,237 -9%
WAM
36
WNY Asset Management
New York
$2.29M +$2.31M +44,930 New
EIA
37
Eldridge Investment Advisors
New Hampshire
$2.28M -$573K -11,136 -20%
PIWA
38
Prevail Innovative Wealth Advisors
Kansas
$2.22M -$727K -14,138 -25%
SA
39
SAM Advisors
California
$2.02M +$2.04M +39,714 New
OWA
40
Opal Wealth Advisors
New York
$1.98M +$1,000K +19,443 +100%
SA
41
Sovran Advisors
California
$1.89M +$1.91M +37,069 New
DAS
42
Dynamic Advisor Solutions
Arizona
$1.88M +$557K +10,837 +42%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$1.34M +$226K +4,393 +20%
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$1.17M +$1.18M +22,907 New
FTUS
45
Flow Traders U.S.
New York
$751K +$758K +14,740 New
Jane Street
46
Jane Street
New York
$748K -$3.92M -76,285 -84%
WI
47
WBI Investments
New Jersey
$747K -$54.9K -1,068 -7%
MSL
48
MILLINGTON SECURITIES, LLC
New Jersey
$747K +$754K +14,671 New
SAI
49
Savvy Advisors Inc
New York
$616K -$586K -11,392 -48%
SI
50
Stephens Inc
Arkansas
$590K +$161K +3,125 +37%
1
2
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EVSD Hedge Fund Activity: Q1 2026 in Review

78 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Income ETF (EVSD) for Q1 2026, worth a combined $863M — up 47% from $586M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new EVSD positions and 6 closed out — a net gain of 15 holders — while 40 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $106M. The largest seller was MML Investors Services, exiting entirely with an estimated $4.64M sold.

  • 78 institutional investors held Eaton Vance Short Duration Income ETF (EVSD) as of Q1 2026, up from 65 in Q4 2025.
  • Funds reported $863M of Eaton Vance Short Duration Income ETF stock for Q1 2026, up 47% quarter-over-quarter.
  • 21 funds opened new Eaton Vance Short Duration Income ETF positions in Q1 2026 and 6 closed out, a net change of +15 holders.
  • The largest Eaton Vance Short Duration Income ETF buyer in Q1 2026 was Morgan Stanley, an estimated $106M added.
  • The largest Eaton Vance Short Duration Income ETF seller in Q1 2026 was MML Investors Services, an estimated $4.64M sold.

Based on aggregated 13F filings for Q1 2026.