EVSD

Eaton Vance Short Duration Income ETF

39 hedge funds and large institutions have $321M 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
Holders
39
Holders Change
+14
Holders Change %
+56%
% of All Funds
0.52%
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
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$207M +$119M +2,327,684 +135%
LPL Financial
2
LPL Financial
California
$23M +$6.11M +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 -$458K -8,959 -5%
PTP
5
Platform Technology Partners
New York
$8.51M +$346K +6,770 +4%
WA
6
Waverly Advisors
Alabama
$7.02M -$1.07M -20,982 -13%
IWM
7
IHT Wealth Management
Illinois
$6.84M +$611K +11,945 +10%
AssetMark Inc
8
AssetMark Inc
California
$5.99M +$5.99M +117,060 New
WP
9
Wealthspan Partners
Iowa
$5.53M +$2.11M +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 +$57.4K +1,122 +2%
PAG
12
Private Advisor Group
New Jersey
$3.16M +$580K +11,337 +22%
PIWA
13
Prevail Innovative Wealth Advisors
Kansas
$2.85M +$2.85M +55,751 New
SL
14
Systelligence LLC
Minnesota
$2.66M +$2.66M +52,107 New
Raymond James Financial
15
Raymond James Financial
Florida
$2.53M +$430K +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 +$2.12M +41,411 New
MML Investors Services
18
MML Investors Services
Massachusetts
$1.91M +$988K +19,314 +108%
Comerica Bank
19
Comerica Bank
Texas
$1.47M +$1.47M +28,756 New
WI
20
WBI Investments
New Jersey
$1.3M +$705K +13,796 +119%
FTUS
21
Flow Traders U.S.
New York
$1.19M +$1.19M +23,253 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$860K +$102K +1,988 +13%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$724K -$41.4K -811 -5%
CPIG
24
Chicago Partners Investment Group
Illinois
$562K -$157K -3,070 -22%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$560K +$560K +10,961 New