Eaton Vance Short Duration Income ETF
EVSD
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.
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: 19 → 21 (+2)
4% more capital invested
Capital invested by funds: $49.2M → $51.3M (+$2.08M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$12.5M |
| 2 |
Morgan Stanley
New York
|
+$1.8M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.13M |
| 4 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$340K |
| 5 |
LPL Financial
San Diego,
California
|
+$329K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$14.5M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$778K |
| 3 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$204K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$121K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$62.8K |
EVSD Hedge Fund Activity: Q3 2024 in Review
21 of the 6,978 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.