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EVSD

Eaton Vance Short Duration Income ETF

39 hedge funds and large institutions have $322M invested in Eaton Vance Short Duration Income ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 1

150% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 6

98% more capital invested

Capital invested by funds: $162M → $322M (+$159M)

56% more funds holding

Funds holding: 2539 (+14)

15.35% more ownership

Funds ownership: 56.16%71.52% (+15%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
39
Holders Change
+14
Holders Change %
+56%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
15
Reduced
6
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
$207M +$118M +2,327,684 +135%
LPL Financial
2
LPL Financial
California
$23M +$6.08M +119,530 +36%
PSCM
3
Per Stirling Capital Management
Texas
$12.4M +$12.4M +243,137 New
HighTower Advisors
4
HighTower Advisors
Illinois
$9.64M -$456K -8,959 -5%
PTP
5
Platform Technology Partners
New York
$8.51M +$344K +6,770 +4%
WA
6
Waverly Advisors
Alabama
$7.02M -$1.07M -20,982 -13%
IWM
7
IHT Wealth Management
Illinois
$6.84M +$607K +11,945 +10%
AssetMark Inc
8
AssetMark Inc
California
$5.99M +$5.95M +117,060 New
WP
9
Wealthspan Partners
Iowa
$5.53M +$2.1M +41,305 +62%
Jane Street
10
Jane Street
New York
$4.14M -$1.32M -25,912 -24%
MFG
11
Merit Financial Group
Georgia
$3.52M +$57.1K +1,122 +2%
PAG
12
Private Advisor Group
New Jersey
$3.16M +$577K +11,337 +22%
PIWA
13
Prevail Innovative Wealth Advisors
Kansas
$2.85M +$2.84M +55,751 New
SL
14
Systelligence LLC
Minnesota
$2.66M +$2.65M +52,107 New
Raymond James Financial
15
Raymond James Financial
Florida
$2.53M +$428K +8,414 +20%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.18M +$1.03M +20,225 +90%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.12M +$2.11M +41,411 New
MML Investors Services
18
MML Investors Services
Massachusetts
$1.91M +$982K +19,314 +108%
Comerica Bank
19
Comerica Bank
Texas
$1.47M +$1.46M +28,756 New
WI
20
WBI Investments
New Jersey
$1.3M +$702K +13,796 +119%
FTUS
21
Flow Traders U.S.
New York
$1.19M +$1.18M +23,253 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$860K +$101K +1,988 +13%
Osaic Holdings
23
Osaic Holdings
Arizona
$810K -$2.31M -45,496 -74%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$724K -$41.2K -811 -5%
CPIG
25
Chicago Partners Investment Group
Illinois
$562K -$156K -3,070 -22%

EVSD Hedge Fund Activity: Q2 2025 in Review

39 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Income ETF (EVSD) for Q2 2025, worth a combined $322M — up 98% from $162M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EVSD positions and 1 closed out — a net gain of 14 holders — while 15 added to existing stakes and 6 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $118M. The largest seller was Osaic Holdings, cutting an estimated $2.31M.

  • 39 institutional investors held Eaton Vance Short Duration Income ETF (EVSD) as of Q2 2025, up from 25 in Q1 2025.
  • Funds reported $322M of Eaton Vance Short Duration Income ETF stock for Q2 2025, up 98% quarter-over-quarter.
  • 15 funds opened new Eaton Vance Short Duration Income ETF positions in Q2 2025 and 1 closed out, a net change of +14 holders.
  • The largest Eaton Vance Short Duration Income ETF buyer in Q2 2025 was Morgan Stanley, an estimated $118M added.
  • The largest Eaton Vance Short Duration Income ETF seller in Q2 2025 was Osaic Holdings, an estimated $2.31M sold.

Based on aggregated 13F filings for Q2 2025.