Eaton Vance Short Duration Municipal Income ETF
EVSM
24 hedge funds and large institutions have $102M invested in Eaton Vance Short Duration Municipal Income ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 0 closing their positions.
225% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 4
41% more funds holding
Funds holding: 17 → 24 (+7)
37% more capital invested
Capital invested by funds: $74.9M → $102M (+$27.4M)
19.84% more ownership
Funds ownership: 52.62% → 72.46% (+20%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$20.2M |
| 2 |
P
&Partners
Nashville,
Tennessee
|
+$1.69M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.57M |
| 4 |
Jane Street
New York
|
+$1.42M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$765K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HW
Hancock Whitney
Gulfport,
Mississippi
|
-$379K |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$195K |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$29.3K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$13.9K |
EVSM Hedge Fund Activity: Q4 2024 in Review
24 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Municipal Income ETF (EVSM) for Q4 2024, worth a combined $102M — up 37% from $74.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new EVSM positions and 0 closed out — a net gain of 7 holders — while 13 added to existing stakes and 4 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $20.2M. The largest seller was Hancock Whitney, cutting an estimated $379K.
- 24 institutional investors held Eaton Vance Short Duration Municipal Income ETF (EVSM) as of Q4 2024, up from 17 in Q3 2024.
- Funds reported $102M of Eaton Vance Short Duration Municipal Income ETF stock for Q4 2024, up 37% quarter-over-quarter.
- 7 funds opened new Eaton Vance Short Duration Municipal Income ETF positions in Q4 2024 and 0 closed out, a net change of +7 holders.
- The largest Eaton Vance Short Duration Municipal Income ETF buyer in Q4 2024 was Morgan Stanley, an estimated $20.2M added.
- The largest Eaton Vance Short Duration Municipal Income ETF seller in Q4 2024 was Hancock Whitney, an estimated $379K sold.
Based on aggregated 13F filings for Q4 2024.