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Eaton Vance Short Duration Municipal Income ETF
EVSM

75 hedge funds and large institutions have $338M invested in Eaton Vance Short Duration Municipal Income ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 45 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

463% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 8

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

20% more capital invested

Capital invested by funds: $283M → $338M (+$55.3M)

19% more funds holding

Funds holding: 63 → 75 (+12)

2.5% less ownership

Funds ownership: 61.72% → 59.22% (-2.5%)

Holders
75
Holders Change
+12
Holders Change %
+19.05%
% of All Funds
0.91%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
18
Increased
45
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SB
Sunflower Bank
Texas
+$9.62M
2
Ameriprise
Ameriprise
Minnesota
+$7.44M
3
Morgan Stanley
Morgan Stanley
New York
+$5.3M
4
LPL Financial
LPL Financial
California
+$4M
5
Jane Street
Jane Street
New York
+$3.97M

Top Sellers

1
AI
Atria Investments
North Carolina
-$1.42M
2
RWA
Redhawk Wealth Advisors
Minnesota
-$1.12M
3
GPW
Genesis Private Wealth
Virginia
-$478K
4
TWP
Tower Wealth Partners
Pennsylvania
-$477K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$425K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$152M +$5.3M +105,174 +4%
Ameriprise
2
Ameriprise
Minnesota
$29M +$7.44M +147,515 +34%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$13.8M +$1.4M +27,742 +11%
LPL Financial
4
LPL Financial
California
$12.8M +$4M +79,354 +46%
GWAG
5
Garrett Wealth Advisory Group
Texas
$12.4M +$1.44M +28,494 +13%
P
6
&Partners
Tennessee
$10.5M +$1.07M +21,211 +11%
SB
7
Sunflower Bank
Texas
$9.61M +$9.62M +190,799 New
TFG
8
Tilson Financial Group
New Jersey
$8.88M +$299K +5,935 +3%
SA
9
Sanctuary Advisors
Indiana
$5.66M +$467K +9,266 +9%
FFA
10
Farther Finance Advisors
California
$5.65M +$434K +8,603 +8%
Jane Street
11
Jane Street
New York
$4.94M +$3.97M +78,785 +410%
AI
12
Atria Investments
North Carolina
$4.68M -$1.42M -28,155 -23%
Osaic Holdings
13
Osaic Holdings
Arizona
$4M +$566K +11,236 +16%
MML Investors Services
14
MML Investors Services
Massachusetts
$3.95M +$744K +14,761 +23%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.62M +$614K +12,190 +20%
FTUS
16
Flow Traders U.S.
New York
$3.59M +$2.93M +58,228 +446%
SF
17
Summit Financial
New Jersey
$3.34M +$727K +14,421 +28%
DPI
18
Diversified Portfolios Inc
Michigan
$3.21M +$2M +39,585 +164%
AWA
19
Arkadios Wealth Advisors
Georgia
$2.77M -$10.1K -201 -0.4%
WP
20
Wealthspan Partners
Iowa
$2.59M -$207K -4,107 -7%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$2.52M -$154K -3,060 -6%
USCWA
22
U.S. Capital Wealth Advisors
Texas
$2.43M +$172K +3,410 +8%
BCI
23
Brinker Capital Investments
Pennsylvania
$2.34M +$535K +10,613 +30%
OA
24
Oasis Advisors
Iowa
$2.33M +$2.33M +46,283 New
OMC
25
Old Mission Capital
Illinois
$2.3M +$2.3M +45,564 New
1
2 3 4

EVSM Hedge Fund Activity: Q4 2025 in Review

75 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Short Duration Municipal Income ETF (EVSM) for Q4 2025, worth a combined $338M — up 20% from $283M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new EVSM positions and 6 closed out — a net gain of 12 holders — while 45 added to existing stakes and 8 trimmed.

The largest buyer was Sunflower Bank, opening a new position worth an estimated $9.62M. The largest seller was Atria Investments, cutting an estimated $1.42M.

  • 75 institutional investors held Eaton Vance Short Duration Municipal Income ETF (EVSM) as of Q4 2025, up from 63 in Q3 2025.
  • Funds reported $338M of Eaton Vance Short Duration Municipal Income ETF stock for Q4 2025, up 20% quarter-over-quarter.
  • 18 funds opened new Eaton Vance Short Duration Municipal Income ETF positions in Q4 2025 and 6 closed out, a net change of +12 holders.
  • The largest Eaton Vance Short Duration Municipal Income ETF buyer in Q4 2025 was Sunflower Bank, an estimated $9.62M added.
  • The largest Eaton Vance Short Duration Municipal Income ETF seller in Q4 2025 was Atria Investments, an estimated $1.42M sold.

Based on aggregated 13F filings for Q4 2025.