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Eaton Vance Short Duration Municipal Income ETF

93 hedge funds and large institutions have $413M invested in Eaton Vance Short Duration Municipal Income ETF in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 44 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 7

159% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 17

24% more funds holding

Funds holding: 7593 (+18)

22% more capital invested

Capital invested by funds: $338M → $413M (+$74.8M)

8.36% more ownership

Funds ownership: 59.22%67.58% (+8.4%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
93
Holders Change
+18
Holders Change %
+24%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
27
Increased
44
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
51
Arete Wealth Advisors
Illinois
$818K +$32.5K +642 +4%
MPIA
52
Milestones Private Investment Advisors
New York
$763K +$2.73K +54 +0.4%
BCI
53
Brinker Capital Investments
Pennsylvania
$750K -$1.59M -31,449 -68%
Goldman Sachs
54
Goldman Sachs
New York
$695K -$322K -6,376 -32%
FSAG
55
Financial Solutions Advisory Group
Illinois
$678K +$683K +13,500 New
GPW
56
Genesis Private Wealth
Virginia
$669K -$256K -5,058 -28%
NEPWA
57
New England Private Wealth Advisors
Massachusetts
$640K +$34.8K +689 +6%
ASN
58
Advisory Services Network
Georgia
$620K +$387K +7,661 +163%
PE
59
PCM Encore
Colorado
$617K +$304K +6,010 +96%
KAS
60
Kestra Advisory Services
Texas
$536K +$2.33K +46 +0.4%
OWA
61
ORBA Wealth Advisors
Illinois
$497K -$151K -2,978 -23%
PCM
62
Parsons Capital Management
Rhode Island
$488K +$492K +9,721 New
Bank of America
63
Bank of America
North Carolina
$470K +$474K +9,370 New
NA
64
NewEdge Advisors
Louisiana
$453K +$19.7K +390 +5%
IA
65
Inspire Advisors
Idaho
$438K
IAA
66
Independent Advisor Alliance
North Carolina
$437K +$440K +8,705 New
PAG
67
Private Advisor Group
New Jersey
$428K +$21K +415 +5%
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$409K +$412K +8,149 New
Raymond James Financial
69
Raymond James Financial
Florida
$407K +$410K +8,106 New
Truist Financial
70
Truist Financial
North Carolina
$401K +$100K +1,981 +33%
M&T Bank
71
M&T Bank
New York
$389K +$392K +7,751 New
CFD
72
Creative Financial Designs
Indiana
$358K +$248K +4,900 +220%
BFS
73
BridgePort Financial Solutions
Iowa
$351K
BIG
74
Brookwood Investment Group
Arizona
$315K
BEI
75
Benjamin Edwards Inc
Missouri
$277K +$11K +217 +4%