Eaton Vance Short Duration Municipal Income ETF
EVSM
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.
1,200% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 1
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
183% more funds holding
Funds holding: 6 → 17 (+11)
20% more capital invested
Capital invested by funds: $62.4M → $74.9M (+$12.5M)
2.33% more ownership
Funds ownership: 50.29% → 52.62% (+2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.54M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.38M |
| 3 |
P
&Partners
Nashville,
Tennessee
|
+$2.36M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$970K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$794K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$1.56M |
| 2 |
Jane Street
New York
|
-$1.08M |
EVSM Hedge Fund Activity: Q3 2024 in Review
17 of the 6,977 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Municipal Income ETF (EVSM) for Q3 2024, worth a combined $74.9M — up 20% from $62.4M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new EVSM positions and 1 closed out — a net gain of 12 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.54M. The largest seller was Goldman Sachs, exiting entirely with an estimated $1.56M sold.
- 17 institutional investors held Eaton Vance Short Duration Municipal Income ETF (EVSM) as of Q3 2024, up from 6 in Q2 2024.
- Funds reported $74.9M of Eaton Vance Short Duration Municipal Income ETF stock for Q3 2024, up 20% quarter-over-quarter.
- 13 funds opened new Eaton Vance Short Duration Municipal Income ETF positions in Q3 2024 and 1 closed out, a net change of +12 holders.
- The largest Eaton Vance Short Duration Municipal Income ETF buyer in Q3 2024 was Morgan Stanley, an estimated $4.54M added.
- The largest Eaton Vance Short Duration Municipal Income ETF seller in Q3 2024 was Goldman Sachs, an estimated $1.56M sold.
Based on aggregated 13F filings for Q3 2024.