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Eaton Vance Short Duration Municipal Income ETF
EVSM

31 hedge funds and large institutions have $157M invested in Eaton Vance Short Duration Municipal Income ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 2

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

54% more capital invested

Capital invested by funds: $102M → $157M (+$54.9M)

29% more funds holding

Funds holding: 24 → 31 (+7)

2.73% more ownership

Funds ownership: 52.58% → 55.31% (+2.7%)

Holders
31
Holders Change
+7
Holders Change %
+29.17%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
17
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$40M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.61M
3
Jane Street
Jane Street
New York
+$2.6M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.59M
5
MML Investors Services
MML Investors Services
Massachusetts
+$1.25M

Top Sellers

1
HW
Hancock Whitney
Mississippi
-$496K
2
OMC
Old Mission Capital
Illinois
-$274K
3
HighTower Advisors
HighTower Advisors
Illinois
-$130K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$14K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
26
Cresset Asset Management
Illinois
$250K +$250K +5,000 New
ASN
27
Advisory Services Network
Georgia
$218K +$219K +4,384 New
CFD
28
Creative Financial Designs
Indiana
$111K +$111K +2,225 New
NA
29
NewEdge Advisors
Louisiana
$69.8K +$70K +1,400 New
PGAM
30
Princeton Global Asset Management
New Jersey
$30.4K +$150 +3 +0.5%
UBS Group
31
UBS Group
Switzerland
$28K +$27.7K +553 +6,144%
HW
32
Hancock Whitney
Mississippi
– -$496K -9,954 Closed
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
– -$14K -275 Closed
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