Eaton Vance Short Duration Municipal Income ETF
EVSM
63 hedge funds and large institutions have $283M invested in Eaton Vance Short Duration Municipal Income ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 29 increasing their positions, 5 reducing their positions, and 3 closing their positions.
667% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 3
480% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 5
47% more capital invested
Capital invested by funds: $192M → $283M (+$90.7M)
43% more funds holding
Funds holding: 44 → 63 (+19)
4.68% more ownership
Funds ownership: 57.04% → 61.72% (+4.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$21.6M |
| 2 |
GWAG
Garrett Wealth Advisory Group
Weatherford,
Texas
|
+$10.9M |
| 3 |
Morgan Stanley
New York
|
+$10.8M |
| 4 |
TFG
Tilson Financial Group
New Providence,
New Jersey
|
+$8.57M |
| 5 |
LPL Financial
San Diego,
California
|
+$5.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
-$2M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$163K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$127K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$111K |
| 5 |
QWM
Quadcap Wealth Management
Frisco,
Texas
|
-$108K |
EVSM Hedge Fund Activity: Q3 2025 in Review
63 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Municipal Income ETF (EVSM) for Q3 2025, worth a combined $283M — up 47% from $192M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new EVSM positions and 3 closed out — a net gain of 20 holders — while 29 added to existing stakes and 5 trimmed.
The largest buyer was Ameriprise, opening a new position worth an estimated $21.6M. The largest seller was Neuberger Berman Group, exiting entirely with an estimated $2M sold.
- 63 institutional investors held Eaton Vance Short Duration Municipal Income ETF (EVSM) as of Q3 2025, up from 44 in Q2 2025.
- Funds reported $283M of Eaton Vance Short Duration Municipal Income ETF stock for Q3 2025, up 47% quarter-over-quarter.
- 23 funds opened new Eaton Vance Short Duration Municipal Income ETF positions in Q3 2025 and 3 closed out, a net change of +20 holders.
- The largest Eaton Vance Short Duration Municipal Income ETF buyer in Q3 2025 was Ameriprise, an estimated $21.6M added.
- The largest Eaton Vance Short Duration Municipal Income ETF seller in Q3 2025 was Neuberger Berman Group, an estimated $2M sold.
Based on aggregated 13F filings for Q3 2025.