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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SB
Sunflower Bank
Dallas,
Texas
|
+$9.62M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$7.44M |
| 3 |
Morgan Stanley
New York
|
+$5.3M |
| 4 |
LPL Financial
San Diego,
California
|
+$4M |
| 5 |
Jane Street
New York
|
+$3.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.42M |
| 2 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
-$1.12M |
| 3 |
GPW
Genesis Private Wealth
Ashburn,
Virginia
|
-$478K |
| 4 |
TWP
Tower Wealth Partners
Lewisburg,
Pennsylvania
|
-$477K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$425K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RWA
76
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| – | -$1.12M | -22,235 | Closed |
|
|
TWP
77
Tower Wealth Partners
Lewisburg,
Pennsylvania
| – | -$477K | -9,455 | Closed |
|
|
78
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$425K | -8,432 | Closed |
|
79
Mariner
Overland Park,
Kansas
| – | -$300K | -5,939 | Closed |
|
|
CQWA
80
Chokshi & Queen Wealth Advisors
San Diego,
California
| – | -$202K | -4,006 | Closed |
|
|
PS
81
Principal Securities
Des Moines,
Iowa
| – | -$20.1K | -399 | Closed |
|
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.