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Eaton Vance Short Duration Municipal Income ETF
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Overview Fund Activity

43 hedge funds and large institutions have $185M invested in Eaton Vance Short Duration Municipal Income ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 21 increasing their positions, 2 reducing their positions, and 4 closing their positions.

Holders
43
Holders Change
+12
Holders Change %
+38.71%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
21
Reduced
2
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$134M
2
AI
2
Atria Investments
North Carolina
$4.48M
3
LPL Financial
3
LPL Financial
California
$3.46M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$8.77M
5
P
5
&Partners
Tennessee
$7.44M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.21M
3
OMC
3
Old Mission Capital
Illinois
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$0
5
ASN
5
Advisory Services Network
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IA
26
Inspire Advisors
Idaho
$382K 7,635 +7,635 New
BFS
27
BridgePort Financial Solutions
Iowa
$350K 6,997 +6,997 New
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$302K 6,050 +6,050 New
DAS
29
Dynamic Advisor Solutions
Arizona
$300K 5,992 +5,992 New
Mariner
30
Mariner
Kansas
$297K 5,939 – –
USCWA
31
U.S. Capital Wealth Advisors
Texas
$275K 5,498 +5,498 New
DPI
32
Diversified Portfolios Inc
Michigan
$258K 5,163 +5,163 New
MF
33
Montis Financial
Massachusetts
$252K 5,040 +5,040 New
CAM
34
Cresset Asset Management
Illinois
$251K 5,000 – –
FA
35
FSA Advisors
Michigan
$240K 4,807 +4,807 New
KAS
36
Kestra Advisory Services
Texas
$239K 4,776 +4,776 New
Comerica Bank
37
Comerica Bank
Texas
$202K 4,034 +4,034 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$182K 3,647 +3,647 New
UBS Group
39
UBS Group
Switzerland
$127K 2,542 +1,980 +352%
CFD
40
Creative Financial Designs
Indiana
$111K 2,225 – –
GRP
41
Global Retirement Partners
California
$50.4K 1,007 +1,007 New
AWM
42
AE Wealth Management
Kansas
$36.5K 730 +730 New
PGAM
43
Princeton Global Asset Management
New Jersey
$30.8K 615 +5 +0.8%
Jane Street
44
Jane Street
New York
– – -86,446 Closed
OMC
45
Old Mission Capital
Illinois
– – -9,800 Closed
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
– – -8,294 Closed
ASN
47
Advisory Services Network
Georgia
– – -4,384 Closed
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