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Eaton Vance Short Duration Municipal Income ETF
EVSM

93 hedge funds and large institutions have $413M invested in Eaton Vance Short Duration Municipal Income ETF in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 44 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 7

159% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 17

24% more funds holding

Funds holding: 75 → 93 (+18)

22% more capital invested

Capital invested by funds: $338M → $413M (+$74.8M)

8.36% more ownership

Funds ownership: 59.22% → 67.58% (+8.4%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
93
Holders Change
+18
Holders Change %
+24%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
27
Increased
44
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OA
Oasis Advisors
Iowa
+$39.9M
2
Morgan Stanley
Morgan Stanley
New York
+$25.8M
3
LPL Financial
LPL Financial
California
+$14.6M
4
Ameriprise
Ameriprise
Minnesota
+$13.1M
5
EC
Elequin Capital
New York
+$2.85M

Top Sellers

1
AI
Atria Investments
North Carolina
-$3.88M
2
Jane Street
Jane Street
New York
-$3.17M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.05M
4
BCI
Brinker Capital Investments
Pennsylvania
-$1.59M
5
MML Investors Services
MML Investors Services
Massachusetts
-$1.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$177M +$25.8M +509,474 +17%
Ameriprise
2
Ameriprise
Minnesota
$42M +$13.1M +259,253 +45%
LPL Financial
3
LPL Financial
California
$27.3M +$14.6M +289,607 +114%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$14.4M +$648K +12,814 +5%
GWAG
5
Garrett Wealth Advisory Group
Texas
$12.9M +$561K +11,088 +5%
P
6
&Partners
Tennessee
$12.3M +$1.78M +35,245 +17%
SB
7
Sunflower Bank
Texas
$10M +$441K +8,721 +5%
TFG
8
Tilson Financial Group
New Jersey
$9M +$153K +3,034 +2%
FFA
9
Farther Finance Advisors
California
$8M +$2.39M +47,227 +42%
SA
10
Sanctuary Advisors
Indiana
$5.61M -$33.5K -663 -0.6%
Osaic Holdings
11
Osaic Holdings
Arizona
$5.39M +$1.41M +27,926 +35%
DPI
12
Diversified Portfolios Inc
Michigan
$4.08M +$884K +17,476 +27%
SF
13
Summit Financial
New Jersey
$3.79M +$460K +9,100 +14%
OA
14
Oasis Advisors
Iowa
$3.48M +$39.9M +788,509 +1,704%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$2.99M +$2.14M +42,245 +244%
WP
16
Wealthspan Partners
Iowa
$2.93M +$351K +6,933 +13%
EC
17
Elequin Capital
New York
$2.82M +$2.85M +56,315 New
AWA
18
Arkadios Wealth Advisors
Georgia
$2.72M -$39.3K -777 -1%
MML Investors Services
19
MML Investors Services
Massachusetts
$2.61M -$1.34M -26,404 -34%
USCWA
20
U.S. Capital Wealth Advisors
Texas
$2.46M +$39.3K +778 +2%
FTUS
21
Flow Traders U.S.
New York
$2.31M -$1.28M -25,270 -35%
Bessemer Group
22
Bessemer Group
New Jersey
$2.3M +$2.32M +45,842 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.22M +$320K +6,330 +17%
NRG
24
Nemes Rush Group
Michigan
$2.21M +$596K +11,786 +37%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$2.09M +$236K +4,670 +13%
1
2 3 4

EVSM Hedge Fund Activity: Q1 2026 in Review

93 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Municipal Income ETF (EVSM) for Q1 2026, worth a combined $413M — up 22% from $338M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new EVSM positions and 7 closed out — a net gain of 20 holders — while 44 added to existing stakes and 17 trimmed.

The largest buyer was Oasis Advisors, adding an estimated $39.9M. The largest seller was Atria Investments, cutting an estimated $3.88M.

  • 93 institutional investors held Eaton Vance Short Duration Municipal Income ETF (EVSM) as of Q1 2026, up from 75 in Q4 2025.
  • Funds reported $413M of Eaton Vance Short Duration Municipal Income ETF stock for Q1 2026, up 22% quarter-over-quarter.
  • 27 funds opened new Eaton Vance Short Duration Municipal Income ETF positions in Q1 2026 and 7 closed out, a net change of +20 holders.
  • The largest Eaton Vance Short Duration Municipal Income ETF buyer in Q1 2026 was Oasis Advisors, an estimated $39.9M added.
  • The largest Eaton Vance Short Duration Municipal Income ETF seller in Q1 2026 was Atria Investments, an estimated $3.88M sold.

Based on aggregated 13F filings for Q1 2026.