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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
RF
26
Rossby Financial
Florida
$2.09M +$2.11M +41,624 New
OMC
27
Old Mission Capital
Illinois
$2.08M -$208K -4,110 -9%
ML
28
McAdam LLC
Pennsylvania
$2.06M +$1.05M +20,779 +102%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$2.04M -$478K -9,458 -19%
IWC
30
Integrated Wealth Concepts
Massachusetts
$1.84M +$1.85M +36,659 New
Jane Street
31
Jane Street
New York
$1.77M -$3.17M -62,764 -64%
DAS
32
Dynamic Advisor Solutions
Arizona
$1.7M +$262K +5,171 +18%
AAS
33
Asset Allocation Strategies
Michigan
$1.64M +$1.65M +32,598 New
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.57M -$2.05M -40,489 -56%
BWP
35
BlueStem Wealth Partners
Minnesota
$1.44M -$35.7K -705 -2%
GWP
36
Gateway Wealth Partners
Wisconsin
$1.43M +$1.05M +20,755 +272%
SAI
37
Savvy Advisors Inc
New York
$1.35M +$1.36M +26,916 New
HighTower Advisors
38
HighTower Advisors
Illinois
$1.33M +$619K +12,238 +86%
EFS
39
Essex Financial Services
Connecticut
$1.29M +$281K +5,550 +28%
VA
40
Valmark Advisers
Ohio
$1.21M +$975K +19,269 +394%
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$1.16M +$5.21K +103 +0.4%
WAM
42
WNY Asset Management
New York
$1.07M +$1.07M +21,235 New
SWP
43
Stratos Wealth Partners
Ohio
$1.05M +$1.06M +20,961 New
MA
44
MBA Advisors
Pennsylvania
$1.05M +$28.4K +561 +3%
PIA
45
Panoramic Investment Advisors
Colorado
$952K +$15.6K +309 +2%
FA
46
FSA Advisors
Michigan
$951K +$103K +2,040 +12%
Citadel Advisors
47
Citadel Advisors
Florida
$925K -$252K -4,989 -21%
QWM
48
Quadcap Wealth Management
Texas
$884K -$92.7K -1,832 -9%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$824K +$831K +16,424 New
AI
50
Atria Investments
North Carolina
$821K -$3.88M -76,643 -82%
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.