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.

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 Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$87.6M 1,724,791 +655,414 +61%
LPL Financial
2
LPL Financial
California
$16.8M 330,580 +251,195 +316%
HighTower Advisors
3
HighTower Advisors
Illinois
$10M 197,557 +197,557 New
PTP
4
Platform Technology Partners
New York
$8.1M 159,612 +21,984 +16%
WA
5
Waverly Advisors
Alabama
$8.03M 158,228 -28,328 -15%
IWM
6
IHT Wealth Management
Illinois
$6.18M 121,803 +121,803 New
Jane Street
7
Jane Street
New York
$5.43M 106,962 +91,961 +613%
MFG
8
Merit Financial Group
Georgia
$3.43M 67,643 +60,919 +906%
WP
9
Wealthspan Partners
Iowa
$3.4M 66,926 +66,926 New
Osaic Holdings
10
Osaic Holdings
Arizona
$3.11M 61,336 +54,070 +744%
PAG
11
Private Advisor Group
New Jersey
$2.56M 50,446 +11,339 +29%
Raymond James Financial
12
Raymond James Financial
Florida
$2.08M 41,067 +2,760 +7%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.14M 22,460 +22,460 New
MML Investors Services
14
MML Investors Services
Massachusetts
$911K 17,956 +17,956 New
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$760K 14,980 -1,846 -11%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$753K 14,828 +2,693 +22%
CPIG
17
Chicago Partners Investment Group
Illinois
$714K 14,052 +839 +6%
WI
18
WBI Investments
New Jersey
$587K 11,571 +11,571 New
NFP
19
NorthLanding Financial Partners
New York
$433K 8,526 +21 +0.2%
DAS
20
Dynamic Advisor Solutions
Arizona
$268K 5,273 -30 -0.6%
FFA
21
Farther Finance Advisors
California
$125K 2,454 +2,454 New
CAL
22
Capital Analysts LLC
Pennsylvania
$60K 1,185 +1,054 +805%
SPIA
23
Steward Partners Investment Advisory
New York
$34.6K 681 -7 -1%
RA
24
Rise Advisors
New York
$20.6K 406
JFGIW
25
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$51 1