We are live on ! Find out more
EVSD

Eaton Vance Short Duration Income ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 2123 (+2)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
7
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$54M +$23.1M +455,785 +74%
WA
2
Waverly Advisors
Alabama
$9.42M -$3.08M -60,803 -25%
PTP
3
Platform Technology Partners
New York
$6.95M +$6.96M +137,628 New
LPL Financial
4
LPL Financial
California
$4.01M +$2.63M +52,059 +191%
Citadel Advisors
5
Citadel Advisors
Florida
$2.01M +$1.74M +34,418 +637%
PAG
6
Private Advisor Group
New Jersey
$1.97M +$1.98M +39,107 New
Raymond James Financial
7
Raymond James Financial
Florida
$1.93M +$1.94M +38,307 New
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$849K +$300K +5,935 +54%
Jane Street
9
Jane Street
New York
$757K +$133K +2,639 +21%
CPIG
10
Chicago Partners Investment Group
Illinois
$667K -$75.7K -1,497 -10%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$612K -$5.16K -102 -0.8%
NFP
12
NorthLanding Financial Partners
New York
$429K -$12.4K -246 -3%
Osaic Holdings
13
Osaic Holdings
Arizona
$367K -$102K -2,009 -22%
MFG
14
Merit Financial Group
Georgia
$339K
DAS
15
Dynamic Advisor Solutions
Arizona
$268K -$21.6K -426 -7%
GRP
16
Global Retirement Partners
California
$192K +$175K +3,468 +1,051%
MCM
17
MidAtlantic Capital Management
Virginia
$67K +$67.1K +1,327 New
SPIA
18
Steward Partners Investment Advisory
New York
$34.7K -$61.9K -1,224 -64%
RA
19
Rise Advisors
New York
$20.5K
CAL
20
Capital Analysts LLC
Pennsylvania
$7K
TRCT
21
Tower Research Capital (TRC)
New York
$6.41K +$1.67K +33 +35%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$101
JFGIW
23
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$26 -$64.3K -1,272 -100%
UBS Group
24
UBS Group
Switzerland
-$25.6K -503 Closed

EVSD Hedge Fund Activity: Q4 2024 in Review

23 of the 7,592 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.