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EVSD

Eaton Vance Short Duration Income ETF

51 hedge funds and large institutions have $501M invested in Eaton Vance Short Duration Income ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

238% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 8

55% more capital invested

Capital invested by funds: $322M → $501M (+$179M)

31% more funds holding

Funds holding: 3951 (+12)

5.57% more ownership

Funds ownership: 71.52%77.09% (+5.6%)

Holders
51
Holders Change
+12
Holders Change %
+30.77%
% of All Funds
0.67%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
14
Increased
27
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$269M +$60.2M +1,172,198 +29%
VC
2
Vestor Capital
Illinois
$47.9M +$47.8M +931,595 New
LPL Financial
3
LPL Financial
California
$26.9M +$3.73M +72,642 +16%
PSCM
4
Per Stirling Capital Management
Texas
$16.3M +$3.81M +74,145 +30%
Ameriprise
5
Ameriprise
Minnesota
$15.9M +$15.7M +306,136 New
TFG
6
Tilson Financial Group
New Jersey
$14.8M +$14.5M +283,315 +6,274%
PTP
7
Platform Technology Partners
New York
$10.1M +$1.53M +29,746 +18%
HighTower Advisors
8
HighTower Advisors
Illinois
$10M +$348K +6,783 +4%
NRG
9
Nemes Rush Group
Michigan
$9.73M +$9.72M +189,323 New
IWM
10
IHT Wealth Management
Illinois
$7.38M +$503K +9,796 +7%
WP
11
Wealthspan Partners
Iowa
$6.31M +$741K +14,428 +13%
SL
12
Systelligence LLC
Minnesota
$6.29M +$3.61M +70,255 +135%
WA
13
Waverly Advisors
Alabama
$6.23M -$827K -16,105 -12%
DADC
14
D.A. Davidson & Co
Montana
$5.06M +$4.77M +92,925 +1,702%
Raymond James Financial
15
Raymond James Financial
Florida
$4.98M +$2.43M +47,411 +96%
AssetMark Inc
16
AssetMark Inc
California
$4.93M -$1.08M -21,091 -18%
PAG
17
Private Advisor Group
New Jersey
$4.47M +$1.3M +25,233 +41%
MFG
18
Merit Financial Group
Georgia
$3.58M +$43.9K +856 +1%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.32M +$1.13M +21,927 +51%
PIWA
20
Prevail Innovative Wealth Advisors
Kansas
$3.07M +$206K +4,015 +7%
Citadel Advisors
21
Citadel Advisors
Florida
$2.85M +$2.85M +55,435 New
MML Investors Services
22
MML Investors Services
Massachusetts
$2.84M +$918K +17,883 +48%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.15M +$22.2K +432 +1%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.75M +$938K +18,267 +115%
Comerica Bank
25
Comerica Bank
Texas
$1.63M +$149K +2,895 +10%

EVSD Hedge Fund Activity: Q3 2025 in Review

51 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Income ETF (EVSD) for Q3 2025, worth a combined $501M — up 55% from $322M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EVSD positions and 2 closed out — a net gain of 12 holders — while 27 added to existing stakes and 8 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $60.2M. The largest seller was Jane Street, cutting an estimated $3.01M.

  • 51 institutional investors held Eaton Vance Short Duration Income ETF (EVSD) as of Q3 2025, up from 39 in Q2 2025.
  • Funds reported $501M of Eaton Vance Short Duration Income ETF stock for Q3 2025, up 55% quarter-over-quarter.
  • 14 funds opened new Eaton Vance Short Duration Income ETF positions in Q3 2025 and 2 closed out, a net change of +12 holders.
  • The largest Eaton Vance Short Duration Income ETF buyer in Q3 2025 was Morgan Stanley, an estimated $60.2M added.
  • The largest Eaton Vance Short Duration Income ETF seller in Q3 2025 was Jane Street, an estimated $3.01M sold.

Based on aggregated 13F filings for Q3 2025.