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EVSD

Eaton Vance Short Duration Income ETF

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: 36 (+3)

47% more capital invested

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

20% more funds holding

Funds holding: 6578 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
FAB
51
First American Bank
Illinois
$571K +$576K +11,208 New
SG
52
StoneX Group
New York
$555K +$558K +10,849 New
CFFP
53
Center for Financial Planning
Michigan
$500K
CCIA
54
Cherry Creek Investment Advisors
Colorado
$492K +$2.52K +49 +0.5%
FHC
55
First Heartland Consultants
Missouri
$456K +$461K +8,960 New
NFP
56
NorthLanding Financial Partners
New York
$445K +$2.98K +58 +0.7%
MAM
57
MMA Asset Management
Pennsylvania
$412K +$51.5K +1,002 +14%
SFGM
58
Stonebridge Financial Group (Missouri)
Missouri
$377K +$136K +2,643 +56%
PA
59
PFG Advisors
Arizona
$336K +$7.25K +141 +2%
DC
60
Davenport & Co
Virginia
$325K +$14.1K +275 +5%
SFC
61
Strategic Financial Concepts
Texas
$289K +$292K +5,673 New
CPIG
62
Chicago Partners Investment Group
Illinois
$288K -$26.7K -520 -8%
PI
63
PFG Investments
New York
$281K +$38.5K +749 +16%
SIM
64
Studio Investment Management
Illinois
$271K +$64.6K +1,256 +31%
CAL
65
Capital Analysts LLC
Pennsylvania
$268K +$209K +4,060 +343%
CWAF
66
Core Wealth Advisors (Florida)
Florida
$244K -$250K -4,855 -50%
NA
67
Note Advisors
New York
$222K
IA
68
IFP Advisors
Florida
$160K +$6.32K +123 +4%
CAM
69
Clarity Asset Management
Iowa
$143K +$144K +2,806 New
FFA
70
Farther Finance Advisors
California
$110K +$771 +15 +0.7%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$80.4K +$81.1K +1,578 New
CFG
72
Clayton Financial Group
Missouri
$58.5K
WSFG
73
Wall Street Financial Group
Illinois
$58.2K +$58.7K +1,142 New
ASN
74
Advisory Services Network
Georgia
$56K +$56.6K +1,100 New
JP Morgan Chase
75
JP Morgan Chase
New York
$35.7K +$36K +700 New

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.