Eaton Vance Short Duration Income ETF
EVSD
23 hedge funds and large institutions have $84.9M invested in Eaton Vance Short Duration Income ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
66% more capital invested
Capital invested by funds: $51.3M → $84.9M (+$33.6M)
12.09% more ownership
Funds ownership: 28.93% → 41.02% (+12%)
10% more funds holding
Funds holding: 21 → 23 (+2)
13% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$23.1M |
| 2 |
PTP
Platform Technology Partners
New York
|
+$6.96M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.63M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.98M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Waverly Advisors
Birmingham,
Alabama
|
-$3.08M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$102K |
| 3 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
-$75.7K |
| 4 |
JFGIW
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
-$64.3K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
-$61.9K |
EVSD Hedge Fund Activity: Q4 2024 in Review
23 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Income ETF (EVSD) for Q4 2024, worth a combined $84.9M — up 66% from $51.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new EVSD positions and 1 closed out — a net gain of 3 holders — while 7 added to existing stakes and 8 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $23.1M. The largest seller was Waverly Advisors, cutting an estimated $3.08M.
- 23 institutional investors held Eaton Vance Short Duration Income ETF (EVSD) as of Q4 2024, up from 21 in Q3 2024.
- Funds reported $84.9M of Eaton Vance Short Duration Income ETF stock for Q4 2024, up 66% quarter-over-quarter.
- 4 funds opened new Eaton Vance Short Duration Income ETF positions in Q4 2024 and 1 closed out, a net change of +3 holders.
- The largest Eaton Vance Short Duration Income ETF buyer in Q4 2024 was Morgan Stanley, an estimated $23.1M added.
- The largest Eaton Vance Short Duration Income ETF seller in Q4 2024 was Waverly Advisors, an estimated $3.08M sold.
Based on aggregated 13F filings for Q4 2024.