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Eaton Vance Short Duration Municipal Income ETF
EVSM

44 hedge funds and large institutions have $192M invested in Eaton Vance Short Duration Municipal Income ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 22 increasing their positions, 1 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,100% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 1

280% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 5

42% more funds holding

Funds holding: 31 → 44 (+13)

22% more capital invested

Capital invested by funds: $157M → $192M (+$34.7M)

1.73% more ownership

Funds ownership: 55.31% → 57.04% (+1.7%)

Holders
44
Holders Change
+13
Holders Change %
+41.94%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
22
Reduced
1
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$10.5M
2
SA
Sanctuary Advisors
Indiana
+$4.52M
3
AI
Atria Investments
North Carolina
+$4.46M
4
LPL Financial
LPL Financial
California
+$3.44M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.21M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$4.31M
2
OMC
Old Mission Capital
Illinois
-$488K
3
JP Morgan Chase
JP Morgan Chase
New York
-$413K
4
CAM
Cresset Asset Management
Illinois
-$250K
5
ASN
Advisory Services Network
Georgia
-$218K
Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
26
Tower Wealth Partners
Pennsylvania
$473K +$2.69K +54 +0.6%
NA
27
NewEdge Advisors
Louisiana
$391K +$320K +6,420 +459%
IA
28
Inspire Advisors
Idaho
$382K +$380K +7,635 New
BFS
29
BridgePort Financial Solutions
Iowa
$350K +$348K +6,997 New
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$302K +$301K +6,050 New
DAS
31
Dynamic Advisor Solutions
Arizona
$300K +$298K +5,992 New
Mariner
32
Mariner
Kansas
$297K – – –
USCWA
33
U.S. Capital Wealth Advisors
Texas
$275K +$274K +5,498 New
DPI
34
Diversified Portfolios Inc
Michigan
$258K +$257K +5,163 New
MF
35
Montis Financial
Massachusetts
$252K +$251K +5,040 New
FA
36
FSA Advisors
Michigan
$240K +$239K +4,807 New
KAS
37
Kestra Advisory Services
Texas
$239K +$238K +4,776 New
Comerica Bank
38
Comerica Bank
Texas
$202K +$201K +4,034 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$182K +$182K +3,647 New
UBS Group
40
UBS Group
Switzerland
$127K +$98.5K +1,980 +352%
CFD
41
Creative Financial Designs
Indiana
$111K – – –
GRP
42
Global Retirement Partners
California
$50.4K +$50.1K +1,007 New
AWM
43
AE Wealth Management
Kansas
$36.5K +$36.3K +730 New
PGAM
44
Princeton Global Asset Management
New Jersey
$30.8K +$249 +5 +0.8%
Jane Street
45
Jane Street
New York
– -$4.31M -86,446 Closed
OMC
46
Old Mission Capital
Illinois
– -$488K -9,800 Closed
JP Morgan Chase
47
JP Morgan Chase
New York
– -$413K -8,294 Closed
CAM
48
Cresset Asset Management
Illinois
– -$250K -5,000 Closed
ASN
49
Advisory Services Network
Georgia
– -$218K -4,384 Closed
1
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EVSM Hedge Fund Activity: Q2 2025 in Review

44 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Municipal Income ETF (EVSM) for Q2 2025, worth a combined $192M — up 22% from $157M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new EVSM positions and 5 closed out — a net gain of 14 holders — while 22 added to existing stakes and 1 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.5M. The largest seller was Jane Street, exiting entirely with an estimated $4.31M sold.

  • 44 institutional investors held Eaton Vance Short Duration Municipal Income ETF (EVSM) as of Q2 2025, up from 31 in Q1 2025.
  • Funds reported $192M of Eaton Vance Short Duration Municipal Income ETF stock for Q2 2025, up 22% quarter-over-quarter.
  • 19 funds opened new Eaton Vance Short Duration Municipal Income ETF positions in Q2 2025 and 5 closed out, a net change of +14 holders.
  • The largest Eaton Vance Short Duration Municipal Income ETF buyer in Q2 2025 was Morgan Stanley, an estimated $10.5M added.
  • The largest Eaton Vance Short Duration Municipal Income ETF seller in Q2 2025 was Jane Street, an estimated $4.31M sold.

Based on aggregated 13F filings for Q2 2025.