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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.

New
Increased
Maintained
Reduced
Closed
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
Morgan Stanley
New York
+$10.6M
2
AI
Atria Investments
North Carolina
+$4.48M
3
LPL Financial
LPL Financial
California
+$3.46M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.22M
5
P
&Partners
Tennessee
+$2.15M

Top Sellers

1
Jane Street
Jane Street
New York
-$4.31M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.09M
3
OMC
Old Mission Capital
Illinois
-$488K
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$413K
5
ASN
Advisory Services Network
Georgia
-$218K
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
26
Inspire Advisors
Idaho
$382K +$382K +7,635 New
BFS
27
BridgePort Financial Solutions
Iowa
$350K +$350K +6,997 New
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$302K +$302K +6,050 New
DAS
29
Dynamic Advisor Solutions
Arizona
$300K +$300K +5,992 New
Mariner
30
Mariner
Kansas
$297K – – –
USCWA
31
U.S. Capital Wealth Advisors
Texas
$275K +$275K +5,498 New
DPI
32
Diversified Portfolios Inc
Michigan
$258K +$258K +5,163 New
MF
33
Montis Financial
Massachusetts
$252K +$252K +5,040 New
CAM
34
Cresset Asset Management
Illinois
$251K – – –
FA
35
FSA Advisors
Michigan
$240K +$240K +4,807 New
KAS
36
Kestra Advisory Services
Texas
$239K +$239K +4,776 New
Comerica Bank
37
Comerica Bank
Texas
$202K +$202K +4,034 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$182K +$182K +3,647 New
UBS Group
39
UBS Group
Switzerland
$127K +$99K +1,980 +352%
CFD
40
Creative Financial Designs
Indiana
$111K – – –
GRP
41
Global Retirement Partners
California
$50.4K +$50.4K +1,007 New
AWM
42
AE Wealth Management
Kansas
$36.5K +$36.5K +730 New
PGAM
43
Princeton Global Asset Management
New Jersey
$30.8K +$250 +5 +0.8%
Jane Street
44
Jane Street
New York
– -$4.31M -86,446 Closed
OMC
45
Old Mission Capital
Illinois
– -$488K -9,800 Closed
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
– -$413K -8,294 Closed
ASN
47
Advisory Services Network
Georgia
– -$218K -4,384 Closed
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