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Eaton Vance Short Duration Municipal Income ETF

2 hedge funds and large institutions have $61.4M invested in Eaton Vance Short Duration Municipal Income ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

49.25% more ownership

Funds ownership: 0%49.25% (+49%)

Holders
2
Holders Change
+2
Holders Change %
% of All Funds
0.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$61.3M
2
HW
Hancock Whitney
Mississippi
+$293K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$61.1M +$61.3M +1,225,484 New
HW
2
Hancock Whitney
Mississippi
$293K +$293K +5,865 New

EVSM Hedge Fund Activity: Q1 2024 in Review

2 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Municipal Income ETF (EVSM) for Q1 2024, worth a combined $61.4M.

Buyers outnumbered sellers: 2 funds opened new EVSM positions and 0 closed out — a net gain of 2 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Morgan Stanley, opening a new position worth an estimated $61.3M.

  • 2 institutional investors held Eaton Vance Short Duration Municipal Income ETF (EVSM) as of Q1 2024, up from 0 in Q4 2023.
  • Funds reported $61.4M of Eaton Vance Short Duration Municipal Income ETF stock for Q1 2024.
  • 2 funds opened new Eaton Vance Short Duration Municipal Income ETF positions in Q1 2024 and 0 closed out, a net change of +2 holders.
  • The largest Eaton Vance Short Duration Municipal Income ETF buyer in Q1 2024 was Morgan Stanley, an estimated $61.3M added.

Based on aggregated 13F filings for Q1 2024.