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EVSD

Eaton Vance Short Duration Income ETF

21 hedge funds and large institutions have $51.3M invested in Eaton Vance Short Duration Income ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

28.93% more ownership

Funds ownership: 0%28.93% (+29%)

11% more funds holding

Funds holding: 1921 (+2)

4% more capital invested

Capital invested by funds: $49.2M → $51.3M (+$2.08M)

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
7
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$31.3M +$1.8M +35,533 +6%
WA
2
Waverly Advisors
Alabama
$12.6M +$12.5M +247,359 New
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.41M +$1.13M +22,341 +422%
LPL Financial
4
LPL Financial
California
$1.39M +$329K +6,501 +31%
CPIG
5
Chicago Partners Investment Group
Illinois
$745K +$9.6K +190 +1%
Jane Street
6
Jane Street
New York
$630K -$14.5M -287,310 -96%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$623K -$62.8K -1,242 -9%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$555K +$1.01K +20 +0.2%
Osaic Holdings
9
Osaic Holdings
Arizona
$472K +$219K +4,325 +87%
NFP
10
NorthLanding Financial Partners
New York
$446K +$2.48K +49 +0.6%
MFG
11
Merit Financial Group
Georgia
$342K +$340K +6,724 New
DAS
12
Dynamic Advisor Solutions
Arizona
$292K
Citadel Advisors
13
Citadel Advisors
Florida
$275K +$273K +5,404 New
SPIA
14
Steward Partners Investment Advisory
New York
$97.4K -$5.81K -115 -6%
JFGIW
15
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$65.1K +$64.3K +1,273 New
UBS Group
16
UBS Group
Switzerland
$25.6K -$14.5K -287 -36%
RA
17
Rise Advisors
New York
$20.7K +$20.5K +406 New
GRP
18
Global Retirement Partners
California
$16.8K
CAL
19
Capital Analysts LLC
Pennsylvania
$7K
TRCT
20
Tower Research Capital (TRC)
New York
$4.79K +$4.75K +94 New
Fidelity Investments
21
Fidelity Investments
Massachusetts
$102 -$101 -2 -50%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
-$778K -15,627 Closed
MA
23
Mutual Advisors
Nebraska
-$204K -4,051 Closed
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
-$121K -2,424 Closed
HI
25
Harbour Investments
Wisconsin
-$16.2K -326 Closed

EVSD Hedge Fund Activity: Q3 2024 in Review

21 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Income ETF (EVSD) for Q3 2024, worth a combined $51.3M — up 4.2% from $49.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EVSD positions and 4 closed out — a net gain of 2 holders — while 7 added to existing stakes and 5 trimmed.

The largest buyer was Waverly Advisors, opening a new position worth an estimated $12.5M. The largest seller was Jane Street, cutting an estimated $14.5M.

  • 21 institutional investors held Eaton Vance Short Duration Income ETF (EVSD) as of Q3 2024, up from 19 in Q2 2024.
  • Funds reported $51.3M of Eaton Vance Short Duration Income ETF stock for Q3 2024, up 4.2% quarter-over-quarter.
  • 6 funds opened new Eaton Vance Short Duration Income ETF positions in Q3 2024 and 4 closed out, a net change of +2 holders.
  • The largest Eaton Vance Short Duration Income ETF buyer in Q3 2024 was Waverly Advisors, an estimated $12.5M added.
  • The largest Eaton Vance Short Duration Income ETF seller in Q3 2024 was Jane Street, an estimated $14.5M sold.

Based on aggregated 13F filings for Q3 2024.