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Eaton Vance Short Duration Municipal Income ETF
EVSM

63 hedge funds and large institutions have $283M invested in Eaton Vance Short Duration Municipal Income ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 29 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

667% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 3

480% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 5

47% more capital invested

Capital invested by funds: $192M → $283M (+$90.7M)

43% more funds holding

Funds holding: 44 → 63 (+19)

4.68% more ownership

Funds ownership: 57.04% → 61.72% (+4.7%)

Holders
63
Holders Change
+19
Holders Change %
+43.18%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
29
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$21.6M
2
GWAG
Garrett Wealth Advisory Group
Texas
+$10.9M
3
Morgan Stanley
Morgan Stanley
New York
+$10.8M
4
TFG
Tilson Financial Group
New Jersey
+$8.57M
5
LPL Financial
LPL Financial
California
+$5.28M

Top Sellers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
-$2M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$163K
3
UBS Group
UBS Group
Switzerland
-$127K
4
NA
NewEdge Advisors
Louisiana
-$111K
5
QWM
Quadcap Wealth Management
Texas
-$108K
Name Holding Trade Value Shares
Change 		Change in
Stake
NRG
26
Nemes Rush Group
Michigan
$1.01M +$1.01M +19,972 New
QWM
27
Quadcap Wealth Management
Texas
$983K -$108K -2,140 -10%
Jane Street
28
Jane Street
New York
$970K +$968K +19,234 New
PIA
29
Panoramic Investment Advisors
Colorado
$929K +$50.9K +1,011 +6%
EFS
30
Essex Financial Services
Connecticut
$868K – – –
DAS
31
Dynamic Advisor Solutions
Arizona
$834K +$531K +10,550 +176%
AWA
32
Arete Wealth Advisors
Illinois
$757K – – –
MPIA
33
Milestones Private Investment Advisors
New York
$747K +$91.1K +1,811 +14%
MA
34
MBA Advisors
Pennsylvania
$736K +$90.8K +1,805 +14%
HighTower Advisors
35
HighTower Advisors
Illinois
$713K +$109K +2,171 +18%
FTUS
36
Flow Traders U.S.
New York
$658K -$7.3K -145 -1%
TWP
37
Tower Wealth Partners
Pennsylvania
$477K – – –
KAS
38
Kestra Advisory Services
Texas
$444K +$203K +4,037 +85%
FA
39
FSA Advisors
Michigan
$435K +$192K +3,825 +80%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$425K +$424K +8,432 New
IA
41
Inspire Advisors
Idaho
$388K +$3.27K +65 +0.9%
BFS
42
BridgePort Financial Solutions
Iowa
$353K – – –
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$331K +$26.2K +521 +9%
BIG
44
Brookwood Investment Group
Arizona
$316K +$315K +6,267 New
Truist Financial
45
Truist Financial
North Carolina
$303K +$302K +6,000 New
Mariner
46
Mariner
Kansas
$300K – – –
NA
47
NewEdge Advisors
Louisiana
$283K -$111K -2,199 -28%
MF
48
Montis Financial
Massachusetts
$283K +$29K +576 +11%
NF
49
Nvest Financial
New Hampshire
$250K +$249K +4,958 New
VA
50
Valmark Advisers
Ohio
$244K +$243K +4,837 New
1
2
3

EVSM Hedge Fund Activity: Q3 2025 in Review

63 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Municipal Income ETF (EVSM) for Q3 2025, worth a combined $283M — up 47% from $192M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new EVSM positions and 3 closed out — a net gain of 20 holders — while 29 added to existing stakes and 5 trimmed.

The largest buyer was Ameriprise, opening a new position worth an estimated $21.6M. The largest seller was Neuberger Berman Group, exiting entirely with an estimated $2M sold.

  • 63 institutional investors held Eaton Vance Short Duration Municipal Income ETF (EVSM) as of Q3 2025, up from 44 in Q2 2025.
  • Funds reported $283M of Eaton Vance Short Duration Municipal Income ETF stock for Q3 2025, up 47% quarter-over-quarter.
  • 23 funds opened new Eaton Vance Short Duration Municipal Income ETF positions in Q3 2025 and 3 closed out, a net change of +20 holders.
  • The largest Eaton Vance Short Duration Municipal Income ETF buyer in Q3 2025 was Ameriprise, an estimated $21.6M added.
  • The largest Eaton Vance Short Duration Municipal Income ETF seller in Q3 2025 was Neuberger Berman Group, an estimated $2M sold.

Based on aggregated 13F filings for Q3 2025.