Eaton Vance Short Duration Municipal Income ETF
EVSM
31 hedge funds and large institutions have $157M invested in Eaton Vance Short Duration Municipal Income ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 2 reducing their positions, and 2 closing their positions.
750% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 2
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
54% more capital invested
Capital invested by funds: $102M → $157M (+$54.9M)
29% more funds holding
Funds holding: 24 → 31 (+7)
2.73% more ownership
Funds ownership: 52.58% → 55.31% (+2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$40M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.61M |
| 3 |
Jane Street
New York
|
+$2.6M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.59M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HW
Hancock Whitney
Gulfport,
Mississippi
|
-$496K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$274K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$130K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$14K |
EVSM Hedge Fund Activity: Q1 2025 in Review
31 of the 7,469 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Municipal Income ETF (EVSM) for Q1 2025, worth a combined $157M — up 54% from $102M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new EVSM positions and 2 closed out — a net gain of 8 holders — while 17 added to existing stakes and 2 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $40M. The largest seller was Hancock Whitney, exiting entirely with an estimated $496K sold.
- 31 institutional investors held Eaton Vance Short Duration Municipal Income ETF (EVSM) as of Q1 2025, up from 24 in Q4 2024.
- Funds reported $157M of Eaton Vance Short Duration Municipal Income ETF stock for Q1 2025, up 54% quarter-over-quarter.
- 10 funds opened new Eaton Vance Short Duration Municipal Income ETF positions in Q1 2025 and 2 closed out, a net change of +8 holders.
- The largest Eaton Vance Short Duration Municipal Income ETF buyer in Q1 2025 was Morgan Stanley, an estimated $40M added.
- The largest Eaton Vance Short Duration Municipal Income ETF seller in Q1 2025 was Hancock Whitney, an estimated $496K sold.
Based on aggregated 13F filings for Q1 2025.