Eaton Vance Short Duration Municipal Income ETF
EVSM
6 hedge funds and large institutions have $62.4M invested in Eaton Vance Short Duration Municipal Income ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, increasing their positions, 2 reducing their positions, and closing their positions.
200% more funds holding
Funds holding: 2 → 6 (+4)
1.04% more ownership
Funds ownership: 49.25% → 50.29% (+1%)
2% more capital invested
Capital invested by funds: $61.4M → $62.4M (+$955K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$1.56M |
| 2 |
Jane Street
New York
|
+$1.37M |
| 3 |
TWP
Tower Wealth Partners
Lewisburg,
Pennsylvania
|
+$434K |
| 4 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$7.32K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.07M |
| 2 |
HW
Hancock Whitney
Gulfport,
Mississippi
|
-$10K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $58.7M | -$2.07M | -41,613 | -3% |
|
|
2
Goldman Sachs
New York
| $1.56M | +$1.56M | +31,427 | New |
|
|
3
Jane Street
New York
| $1.36M | +$1.37M | +27,476 | New |
|
|
TWP
4
Tower Wealth Partners
Lewisburg,
Pennsylvania
| $433K | +$434K | +8,728 | New |
|
|
HW
5
Hancock Whitney
Gulfport,
Mississippi
| $281K | -$10K | -201 | -3% |
|
|
BFEC
6
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $7K | +$7.32K | +147 | New |
|
EVSM Hedge Fund Activity: Q2 2024 in Review
6 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Municipal Income ETF (EVSM) for Q2 2024, worth a combined $62.4M — up 1.6% from $61.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new EVSM positions and 0 closed out — a net gain of 4 holders — while 0 added to existing stakes and 2 trimmed.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $1.56M. The largest seller was Morgan Stanley, cutting an estimated $2.07M.
- 6 institutional investors held Eaton Vance Short Duration Municipal Income ETF (EVSM) as of Q2 2024, up from 2 in Q1 2024.
- Funds reported $62.4M of Eaton Vance Short Duration Municipal Income ETF stock for Q2 2024, up 1.6% quarter-over-quarter.
- 4 funds opened new Eaton Vance Short Duration Municipal Income ETF positions in Q2 2024 and 0 closed out, a net change of +4 holders.
- The largest Eaton Vance Short Duration Municipal Income ETF buyer in Q2 2024 was Goldman Sachs, an estimated $1.56M added.
- The largest Eaton Vance Short Duration Municipal Income ETF seller in Q2 2024 was Morgan Stanley, an estimated $2.07M sold.
Based on aggregated 13F filings for Q2 2024.