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Eaton Vance Short Duration Municipal Income ETF
EVSM

75 hedge funds and large institutions have $338M invested in Eaton Vance Short Duration Municipal Income ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 45 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

463% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 8

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

20% more capital invested

Capital invested by funds: $283M → $338M (+$55.3M)

19% more funds holding

Funds holding: 63 → 75 (+12)

2.5% less ownership

Funds ownership: 61.72% → 59.22% (-2.5%)

Holders
75
Holders Change
+12
Holders Change %
+19.05%
% of All Funds
0.91%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
18
Increased
45
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SB
Sunflower Bank
Texas
+$9.62M
2
Ameriprise
Ameriprise
Minnesota
+$7.44M
3
Morgan Stanley
Morgan Stanley
New York
+$5.3M
4
LPL Financial
LPL Financial
California
+$4M
5
Jane Street
Jane Street
New York
+$3.97M

Top Sellers

Rank Fund Capital Flow
1
AI
Atria Investments
North Carolina
-$1.42M
2
RWA
Redhawk Wealth Advisors
Minnesota
-$1.12M
3
GPW
Genesis Private Wealth
Virginia
-$478K
4
TWP
Tower Wealth Partners
Pennsylvania
-$477K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$425K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.91M +$564K +11,192 +42%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$1.86M +$387K +7,687 +26%
NRG
28
Nemes Rush Group
Michigan
$1.62M +$618K +12,261 +61%
BWP
29
BlueStem Wealth Partners
Minnesota
$1.49M +$1.49M +29,488 New
DAS
30
Dynamic Advisor Solutions
Arizona
$1.44M +$608K +12,060 +73%
Citadel Advisors
31
Citadel Advisors
Florida
$1.18M +$1.18M +23,411 New
WAP
32
Wealthcare Advisory Partners
Pennsylvania
$1.16M +$85.6K +1,699 +8%
ML
33
McAdam LLC
Pennsylvania
$1.03M +$1.03M +20,364 New
MA
34
MBA Advisors
Pennsylvania
$1.02M +$288K +5,705 +39%
Goldman Sachs
35
Goldman Sachs
New York
$1.02M +$1.02M +20,216 New
EFS
36
Essex Financial Services
Connecticut
$1.02M +$149K +2,950 +17%
QWM
37
Quadcap Wealth Management
Texas
$959K -$1.71K -34 -0.2%
PIA
38
Panoramic Investment Advisors
Colorado
$940K +$11.6K +231 +1%
GPW
39
Genesis Private Wealth
Virginia
$926K -$478K -9,476 -34%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$872K +$852K +16,906 +4,227%
FA
41
FSA Advisors
Michigan
$852K +$417K +8,283 +96%
AWA
42
Arete Wealth Advisors
Illinois
$789K +$33.1K +656 +4%
MPIA
43
Milestones Private Investment Advisors
New York
$764K +$17.8K +354 +2%
HighTower Advisors
44
HighTower Advisors
Illinois
$721K +$8.77K +174 +1%
OWA
45
ORBA Wealth Advisors
Illinois
$649K +$649K +12,876 New
NEPWA
46
New England Private Wealth Advisors
Massachusetts
$607K +$608K +12,056 New
KAS
47
Kestra Advisory Services
Texas
$536K +$92.2K +1,829 +21%
IA
48
Inspire Advisors
Idaho
$439K +$51.4K +1,020 +13%
NA
49
NewEdge Advisors
Louisiana
$435K +$152K +3,023 +54%
PAG
50
Private Advisor Group
New Jersey
$409K +$208K +4,129 +103%
1
2
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EVSM Hedge Fund Activity: Q4 2025 in Review

75 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Municipal Income ETF (EVSM) for Q4 2025, worth a combined $338M — up 20% from $283M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new EVSM positions and 6 closed out — a net gain of 12 holders — while 45 added to existing stakes and 8 trimmed.

The largest buyer was Sunflower Bank, opening a new position worth an estimated $9.62M. The largest seller was Atria Investments, cutting an estimated $1.42M.

  • 75 institutional investors held Eaton Vance Short Duration Municipal Income ETF (EVSM) as of Q4 2025, up from 63 in Q3 2025.
  • Funds reported $338M of Eaton Vance Short Duration Municipal Income ETF stock for Q4 2025, up 20% quarter-over-quarter.
  • 18 funds opened new Eaton Vance Short Duration Municipal Income ETF positions in Q4 2025 and 6 closed out, a net change of +12 holders.
  • The largest Eaton Vance Short Duration Municipal Income ETF buyer in Q4 2025 was Sunflower Bank, an estimated $9.62M added.
  • The largest Eaton Vance Short Duration Municipal Income ETF seller in Q4 2025 was Atria Investments, an estimated $1.42M sold.

Based on aggregated 13F filings for Q4 2025.