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EVSD

Eaton Vance Short Duration Income ETF

65 hedge funds and large institutions have $586M invested in Eaton Vance Short Duration Income ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

150% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 12

27% more funds holding

Funds holding: 5165 (+14)

17% more capital invested

Capital invested by funds: $501M → $586M (+$85.8M)

6.63% less ownership

Funds ownership: 77.09%70.46% (-6.6%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
65
Holders Change
+14
Holders Change %
+27.45%
% of All Funds
0.79%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
18
Increased
30
Reduced
12
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
$302M +$33.4M +648,459 +12%
LPL Financial
2
LPL Financial
California
$38.4M +$11.5M +223,253 +43%
Ameriprise
3
Ameriprise
Minnesota
$37.8M +$22.1M +428,541 +140%
PSCM
4
Per Stirling Capital Management
Texas
$17.3M +$1.02M +19,708 +6%
TFG
5
Tilson Financial Group
New Jersey
$16.6M +$1.77M +34,349 +12%
PTP
6
Platform Technology Partners
New York
$12.8M +$2.74M +53,273 +27%
HighTower Advisors
7
HighTower Advisors
Illinois
$11.8M +$1.73M +33,518 +17%
NRG
8
Nemes Rush Group
Michigan
$10.1M +$352K +6,833 +4%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$10M +$9.05M +175,631 +894%
DADC
10
D.A. Davidson & Co
Montana
$9.95M +$4.89M +94,956 +97%
Raymond James Financial
11
Raymond James Financial
Florida
$8.86M +$3.88M +75,254 +78%
SL
12
Systelligence LLC
Minnesota
$8.4M +$2.11M +41,013 +34%
IWM
13
IHT Wealth Management
Illinois
$7.96M +$578K +11,232 +8%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$6.68M +$6.64M +128,934 +14,786%
MOS
15
MGO One Seven
Ohio
$6.61M +$6.62M +128,587 New
PAG
16
Private Advisor Group
New Jersey
$6.27M +$1.8M +34,930 +40%
WP
17
Wealthspan Partners
Iowa
$5.98M -$334K -6,489 -5%
WA
18
Waverly Advisors
Alabama
$5.65M -$580K -11,267 -9%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$4.98M +$1.66M +32,242 +50%
Jane Street
20
Jane Street
New York
$4.68M +$3.54M +68,640 +307%
MML Investors Services
21
MML Investors Services
Massachusetts
$4.64M +$1.81M +35,114 +64%
AssetMark Inc
22
AssetMark Inc
California
$3.73M -$1.2M -23,391 -24%
MFG
23
Merit Financial Group
Georgia
$3.69M +$107K +2,077 +3%
FH
24
FWG Holdings
Florida
$3.67M +$3.67M +71,250 New
SA
25
Sanctuary Advisors
Indiana
$3.08M +$3.08M +59,779 New

EVSD Hedge Fund Activity: Q4 2025 in Review

65 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Income ETF (EVSD) for Q4 2025, worth a combined $586M — up 17% from $501M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new EVSD positions and 4 closed out — a net gain of 14 holders — while 30 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $33.4M. The largest seller was Vestor Capital, exiting entirely with an estimated $47.9M sold.

  • 65 institutional investors held Eaton Vance Short Duration Income ETF (EVSD) as of Q4 2025, up from 51 in Q3 2025.
  • Funds reported $586M of Eaton Vance Short Duration Income ETF stock for Q4 2025, up 17% quarter-over-quarter.
  • 18 funds opened new Eaton Vance Short Duration Income ETF positions in Q4 2025 and 4 closed out, a net change of +14 holders.
  • The largest Eaton Vance Short Duration Income ETF buyer in Q4 2025 was Morgan Stanley, an estimated $33.4M added.
  • The largest Eaton Vance Short Duration Income ETF seller in Q4 2025 was Vestor Capital, an estimated $47.9M sold.

Based on aggregated 13F filings for Q4 2025.