We are live on ! Find out more
EVSD

Eaton Vance Short Duration Income ETF

25 hedge funds and large institutions have $162M invested in Eaton Vance Short Duration Income ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 4

91% more capital invested

Capital invested by funds: $84.9M → $162M (+$77.6M)

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

15.15% more ownership

Funds ownership: 41.02%56.16% (+15%)

9% more funds holding

Funds holding: 2325 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
12
Reduced
4
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
$87.6M +$33.2M +655,414 +61%
LPL Financial
2
LPL Financial
California
$16.8M +$12.7M +251,195 +316%
HighTower Advisors
3
HighTower Advisors
Illinois
$10M +$10M +197,557 New
PTP
4
Platform Technology Partners
New York
$8.1M +$1.12M +21,984 +16%
WA
5
Waverly Advisors
Alabama
$8.03M -$1.44M -28,328 -15%
IWM
6
IHT Wealth Management
Illinois
$6.18M +$6.18M +121,803 New
Jane Street
7
Jane Street
New York
$5.43M +$4.66M +91,961 +613%
MFG
8
Merit Financial Group
Georgia
$3.43M +$3.09M +60,919 +906%
WP
9
Wealthspan Partners
Iowa
$3.4M +$3.39M +66,926 New
Osaic Holdings
10
Osaic Holdings
Arizona
$3.11M +$2.74M +54,070 +744%
PAG
11
Private Advisor Group
New Jersey
$2.56M +$575K +11,339 +29%
Raymond James Financial
12
Raymond James Financial
Florida
$2.08M +$140K +2,760 +7%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.14M +$1.14M +22,460 New
MML Investors Services
14
MML Investors Services
Massachusetts
$911K +$911K +17,956 New
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$760K -$93.6K -1,846 -11%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$753K +$137K +2,693 +22%
CPIG
17
Chicago Partners Investment Group
Illinois
$714K +$42.6K +839 +6%
WI
18
WBI Investments
New Jersey
$587K +$587K +11,571 New
NFP
19
NorthLanding Financial Partners
New York
$433K +$1.06K +21 +0.2%
DAS
20
Dynamic Advisor Solutions
Arizona
$268K -$1.52K -30 -0.6%
FFA
21
Farther Finance Advisors
California
$125K +$124K +2,454 New
CAL
22
Capital Analysts LLC
Pennsylvania
$60K +$53.5K +1,054 +805%
SPIA
23
Steward Partners Investment Advisory
New York
$34.6K -$355 -7 -1%
RA
24
Rise Advisors
New York
$20.6K
JFGIW
25
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$51

EVSD Hedge Fund Activity: Q1 2025 in Review

25 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Income ETF (EVSD) for Q1 2025, worth a combined $162M — up 91% from $84.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new EVSD positions and 4 closed out — a net gain of 3 holders — while 12 added to existing stakes and 4 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $33.2M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.01M sold.

  • 25 institutional investors held Eaton Vance Short Duration Income ETF (EVSD) as of Q1 2025, up from 23 in Q4 2024.
  • Funds reported $162M of Eaton Vance Short Duration Income ETF stock for Q1 2025, up 91% quarter-over-quarter.
  • 7 funds opened new Eaton Vance Short Duration Income ETF positions in Q1 2025 and 4 closed out, a net change of +3 holders.
  • The largest Eaton Vance Short Duration Income ETF buyer in Q1 2025 was Morgan Stanley, an estimated $33.2M added.
  • The largest Eaton Vance Short Duration Income ETF seller in Q1 2025 was Citadel Advisors, an estimated $2.01M sold.

Based on aggregated 13F filings for Q1 2025.