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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
HWM
76
Howard Wealth Management
Connecticut
$267K +$15.8K +313 +6%
TAM
77
Titleist Asset Management
Texas
$254K +$256K +5,065 New
NF
78
Nvest Financial
New Hampshire
$252K +$1.16K +23 +0.5%
NFG
79
Nations Financial Group
Iowa
$250K +$252K +4,975 New
WMWM
80
Whitaker-Myers Wealth Managers
Ohio
$248K +$250K +4,945 New
CQWA
81
Chokshi & Queen Wealth Advisors
California
$240K +$242K +4,786 New
SIM
82
Synergy Investment Management
Florida
$202K +$204K +4,028 New
SPIA
83
Steward Partners Investment Advisory
New York
$196K
HI
84
Harbour Investments
Wisconsin
$187K +$188K +3,726 New
AWM
85
AE Wealth Management
Kansas
$160K +$161K +3,187 New
Jones Financial Companies
86
Jones Financial Companies
Missouri
$156K +$157K +3,104 New
AF
87
Advisornet Financial
Minnesota
$135K -$7.59K -150 -5%
TRCT
88
Tower Research Capital (TRC)
New York
$129K
ACA
89
Aptus Capital Advisors
Alabama
$75.5K +$76.1K +1,504 New
Royal Bank of Canada
90
Royal Bank of Canada
Ontario, Canada
$71K +$28.9K +571 +68%
IA
91
IFP Advisors
Florida
$35.1K +$35.4K +700 New
PGAM
92
Princeton Global Asset Management
New Jersey
$31.6K +$152 +3 +0.5%
UBS Group
93
UBS Group
Switzerland
$2.51K +$2.53K +50 New
Wealth Enhancement Advisory Services
94
Wealth Enhancement Advisory Services
Minnesota
-$327K -6,489 Closed
MF
95
Montis Financial
Massachusetts
-$286K -5,687 Closed
EWP
96
Evergreen Wealth Partners
Montana
-$203K -4,040 Closed
US Bancorp
97
US Bancorp
Minnesota
-$95.1K -1,889 Closed
AF
98
Allworth Financial
California
-$5.79K -115 Closed
JP Morgan Chase
99
JP Morgan Chase
New York
-$5.79K -115 Closed
Fidelity Investments
100
Fidelity Investments
Massachusetts
-$50 -1 Closed