EVSM icon

Eaton Vance Short Duration Municipal Income ETF
EVSM

Overview Fund Activity

17 hedge funds and large institutions have $74.9M invested in Eaton Vance Short Duration Municipal Income ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
17
Holders Change
+11
Holders Change %
+183.33%
% of All Funds
0.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
3
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$64M
2
P
&Partners
Tennessee
$2.38M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.38M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$973K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$796K

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$0
2
Jane Street
Jane Street
New York
$300K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$64M +$4.55M +90,497 +8%
P
2
&Partners
Tennessee
$2.38M +$2.38M +47,037 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.38M +$2.38M +47,445 New
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$973K +$973K +19,357 New
HW
5
Hancock Whitney
Mississippi
$880K +$596K +11,854 +209%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$796K +$796K +15,837 New
Osaic Holdings
7
Osaic Holdings
Arizona
$542K +$542K +10,778 New
QWM
8
Quadcap Wealth Management
Texas
$517K +$517K +10,292 New
TWP
9
Tower Wealth Partners
Pennsylvania
$442K +$3.12K +62 +0.7%
PIA
10
Panoramic Investment Advisors
Colorado
$385K +$385K +7,660 New
HighTower Advisors
11
HighTower Advisors
Illinois
$383K +$383K +7,647 New
Jane Street
12
Jane Street
New York
$300K -$1.08M -21,510 -78%
AAS
13
Avantax Advisory Services
Texas
$291K +$291K +5,800 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$281K +$281K +5,600 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$203K +$203K +4,034 New
PGAM
16
Princeton Global Asset Management
New Jersey
$30.1K +$30.1K +600 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$28K +$28K +553 New
Goldman Sachs
18
Goldman Sachs
New York
– -$1.56M -31,427 Closed