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Eaton Vance Short Duration Municipal Income ETF

64 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.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$146M
Ameriprise
2
Ameriprise
Minnesota
$21.6M
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$12.4M
GWAG
4
Garrett Wealth Advisory Group
Texas
$10.9M
P
5
&Partners
Tennessee
$9.5M
LPL Financial
6
LPL Financial
California
$8.78M
TFG
7
Tilson Financial Group
New Jersey
$8.59M
AI
8
Atria Investments
North Carolina
$6.11M
FFA
9
Farther Finance Advisors
California
$5.22M
SA
10
Sanctuary Advisors
Indiana
$5.2M
Osaic Holdings
11
Osaic Holdings
Arizona
$3.44M
MML Investors Services
12
MML Investors Services
Massachusetts
$3.21M
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$3.01M
WP
14
Wealthspan Partners
Iowa
$2.8M
AWA
15
Arkadios Wealth Advisors
Georgia
$2.78M
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$2.68M
SF
17
Summit Financial
New Jersey
$2.61M
USCWA
18
U.S. Capital Wealth Advisors
Texas
$2.26M
BCI
19
Brinker Capital Investments
Pennsylvania
$1.8M
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$1.48M
GPW
21
Genesis Private Wealth
Virginia
$1.4M
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.35M
DPI
23
Diversified Portfolios Inc
Michigan
$1.22M
RWA
24
Redhawk Wealth Advisors
Minnesota
$1.12M
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$1.07M