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EVSD

Eaton Vance Short Duration Income ETF

78 hedge funds and large institutions have $863M invested in Eaton Vance Short Duration Income ETF in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

208% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 13

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

47% more capital invested

Capital invested by funds: $586M → $863M (+$276M)

20% more funds holding

Funds holding: 6578 (+13)

6.17% more ownership

Funds ownership: 70.46%76.62% (+6.2%)

Holders
78
Holders Change
+13
Holders Change %
+20%
% of All Funds
0.96%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
21
Increased
40
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$404M +$106M +2,058,594 +35%
Ameriprise
2
Ameriprise
Minnesota
$74M +$36.9M +717,502 +98%
LPL Financial
3
LPL Financial
California
$51.5M +$13.6M +264,643 +35%
Raymond James Financial
4
Raymond James Financial
Florida
$24.5M +$15.9M +309,760 +180%
DADC
5
D.A. Davidson & Co
Montana
$18.4M +$8.68M +168,806 +87%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$18.3M +$13.5M +262,448 +271%
PSCM
7
Per Stirling Capital Management
Texas
$17.3M +$105K +2,044 +0.6%
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$17.2M +$17.4M +337,629 New
TFG
9
Tilson Financial Group
New Jersey
$16.9M +$466K +9,060 +3%
BWAM
10
Blue Water Asset Management
Michigan
$16.8M +$15.8M +307,244 +1,402%
LWP
11
LeClair Wealth Partners
Ohio
$16.8M +$16.9M +329,166 New
PA
12
Prism Advisors
California
$15.2M +$15.4M +298,979 New
PTP
13
Platform Technology Partners
New York
$13.3M +$557K +10,833 +4%
NRG
14
Nemes Rush Group
Michigan
$11.1M +$1.17M +22,720 +12%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$10.3M +$392K +7,623 +4%
HighTower Advisors
16
HighTower Advisors
Illinois
$9.49M -$2.19M -42,529 -19%
IWM
17
IHT Wealth Management
Illinois
$8.1M +$218K +4,244 +3%
MOS
18
MGO One Seven
Ohio
$7.51M +$970K +18,858 +15%
CFD
19
Creative Financial Designs
Indiana
$7.1M +$7.17M +139,414 New
CTA
20
Clear Trail Advisors
Texas
$6.8M +$6.87M +133,525 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$6.62M +$5.86K +114 +0.1%
GWP
22
Gateway Wealth Partners
Wisconsin
$6.6M +$3.99M +77,583 +149%
WP
23
Wealthspan Partners
Iowa
$6.59M +$682K +13,265 +11%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$6.47M +$4.38M +85,211 +204%
PAG
25
Private Advisor Group
New Jersey
$6.27M +$54.4K +1,058 +0.9%

EVSD Hedge Fund Activity: Q1 2026 in Review

78 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Income ETF (EVSD) for Q1 2026, worth a combined $863M — up 47% from $586M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new EVSD positions and 6 closed out — a net gain of 15 holders — while 40 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $106M. The largest seller was MML Investors Services, exiting entirely with an estimated $4.64M sold.

  • 78 institutional investors held Eaton Vance Short Duration Income ETF (EVSD) as of Q1 2026, up from 65 in Q4 2025.
  • Funds reported $863M of Eaton Vance Short Duration Income ETF stock for Q1 2026, up 47% quarter-over-quarter.
  • 21 funds opened new Eaton Vance Short Duration Income ETF positions in Q1 2026 and 6 closed out, a net change of +15 holders.
  • The largest Eaton Vance Short Duration Income ETF buyer in Q1 2026 was Morgan Stanley, an estimated $106M added.
  • The largest Eaton Vance Short Duration Income ETF seller in Q1 2026 was MML Investors Services, an estimated $4.64M sold.

Based on aggregated 13F filings for Q1 2026.