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EVSD

Eaton Vance Short Duration Income ETF

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: 5165 (+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: 43 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
51
Chicago Partners Investment Group
Illinois
$316K -$246K -4,769 -44%
DC
52
Davenport & Co
Virginia
$314K +$54.8K +1,064 +21%
PI
53
PFG Investments
New York
$246K -$22.7K -440 -8%
SFGM
54
Stonebridge Financial Group (Missouri)
Missouri
$245K +$245K +4,758 New
NA
55
Note Advisors
New York
$225K +$225K +4,364 New
SIM
56
Studio Investment Management
Illinois
$208K +$209K +4,050 New
GRP
57
Global Retirement Partners
California
$178K +$1.24K +24 +0.7%
IA
58
IFP Advisors
Florida
$155K +$155K +3,018 New
FFA
59
Farther Finance Advisors
California
$110K -$18.5K -359 -14%
MCM
60
MidAtlantic Capital Management
Virginia
$76.8K +$76.9K +1,493 New
CAL
61
Capital Analysts LLC
Pennsylvania
$61K
CFG
62
Clayton Financial Group
Missouri
$59.1K +$59.1K +1,148 New
SPIA
63
Steward Partners Investment Advisory
New York
$31.3K
NA
64
NewEdge Advisors
Louisiana
$20.3K
Wells Fargo
65
Wells Fargo
California
$10.9K +$10.9K +212 New
AF
66
Allworth Financial
California
$23
VC
67
Vestor Capital
Illinois
-$47.9M -931,595 Closed
SG
68
StoneX Group
New York
-$1.21M -23,500 Closed
SFC
69
Strategic Financial Concepts
Texas
-$275K -5,356 Closed
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
-$4.58K -89 Closed

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.