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Eaton Vance Short Duration Municipal Income ETF

44 hedge funds and large institutions have $192M invested in Eaton Vance Short Duration Municipal Income ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 22 increasing their positions, 1 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,100% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 1

280% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 5

42% more funds holding

Funds holding: 3144 (+13)

22% more capital invested

Capital invested by funds: $157M → $192M (+$34.7M)

1.73% more ownership

Funds ownership: 55.31%57.04% (+1.7%)

Holders
44
Holders Change
+13
Holders Change %
+41.94%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
22
Reduced
1
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$134M +$10.5M +211,835 +9%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$8.77M +$2.21M +44,470 +34%
P
3
&Partners
Tennessee
$7.44M +$2.14M +42,953 +41%
SA
4
Sanctuary Advisors
Indiana
$4.54M +$4.52M +90,878 New
AI
5
Atria Investments
North Carolina
$4.48M +$4.46M +89,525 New
LPL Financial
6
LPL Financial
California
$3.46M +$3.44M +69,120 New
Osaic Holdings
7
Osaic Holdings
Arizona
$2.82M +$519K +10,424 +23%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$2.45M +$1.42M +28,513 +139%
FFA
9
Farther Finance Advisors
California
$2.27M +$1.51M +30,432 +203%
WP
10
Wealthspan Partners
Iowa
$2.11M +$2.1M +42,255 New
Neuberger Berman Group
11
Neuberger Berman Group
New York
$2M +$828K +16,640 +71%
MML Investors Services
12
MML Investors Services
Massachusetts
$1.5M +$247K +4,970 +20%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$1.5M +$283K +5,695 +24%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$1.19M +$95.8K +1,924 +9%
QWM
15
Quadcap Wealth Management
Texas
$1.08M -$74.9K -1,505 -7%
BCI
16
Brinker Capital Investments
Pennsylvania
$954K +$208K +4,170 +28%
PIA
17
Panoramic Investment Advisors
Colorado
$871K +$126K +2,529 +17%
EFS
18
Essex Financial Services
Connecticut
$860K +$322K +6,460 +60%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$769K +$240K +4,821 +46%
AWA
20
Arete Wealth Advisors
Illinois
$750K +$747K +15,000 New
FTUS
21
Flow Traders U.S.
New York
$660K +$194K +3,900 +42%
MPIA
22
Milestones Private Investment Advisors
New York
$650K +$647K +12,993 New
MA
23
MBA Advisors
Pennsylvania
$640K +$84.1K +1,690 +15%
HighTower Advisors
24
HighTower Advisors
Illinois
$598K +$104K +2,094 +21%
AAS
25
Avantax Advisory Services
Texas
$540K +$103K +2,076 +24%

EVSM Hedge Fund Activity: Q2 2025 in Review

44 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Municipal Income ETF (EVSM) for Q2 2025, worth a combined $192M — up 22% from $157M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new EVSM positions and 5 closed out — a net gain of 14 holders — while 22 added to existing stakes and 1 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.5M. The largest seller was Jane Street, exiting entirely with an estimated $4.31M sold.

  • 44 institutional investors held Eaton Vance Short Duration Municipal Income ETF (EVSM) as of Q2 2025, up from 31 in Q1 2025.
  • Funds reported $192M of Eaton Vance Short Duration Municipal Income ETF stock for Q2 2025, up 22% quarter-over-quarter.
  • 19 funds opened new Eaton Vance Short Duration Municipal Income ETF positions in Q2 2025 and 5 closed out, a net change of +14 holders.
  • The largest Eaton Vance Short Duration Municipal Income ETF buyer in Q2 2025 was Morgan Stanley, an estimated $10.5M added.
  • The largest Eaton Vance Short Duration Municipal Income ETF seller in Q2 2025 was Jane Street, an estimated $4.31M sold.

Based on aggregated 13F filings for Q2 2025.