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Eaton Vance Short Duration Municipal Income ETF

93 hedge funds and large institutions have $413M invested in Eaton Vance Short Duration Municipal Income ETF in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 44 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 7

159% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 17

24% more funds holding

Funds holding: 7593 (+18)

22% more capital invested

Capital invested by funds: $338M → $413M (+$74.8M)

8.36% more ownership

Funds ownership: 59.22%67.58% (+8.4%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
93
Holders Change
+18
Holders Change %
+24%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
27
Increased
44
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$177M +$25.8M +509,474 +17%
Ameriprise
2
Ameriprise
Minnesota
$42M +$13.1M +259,253 +45%
LPL Financial
3
LPL Financial
California
$27.3M +$14.6M +289,607 +114%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$14.4M +$648K +12,814 +5%
GWAG
5
Garrett Wealth Advisory Group
Texas
$12.9M +$561K +11,088 +5%
P
6
&Partners
Tennessee
$12.3M +$1.78M +35,245 +17%
SB
7
Sunflower Bank
Texas
$10M +$441K +8,721 +5%
TFG
8
Tilson Financial Group
New Jersey
$9M +$153K +3,034 +2%
FFA
9
Farther Finance Advisors
California
$8M +$2.39M +47,227 +42%
SA
10
Sanctuary Advisors
Indiana
$5.61M -$33.5K -663 -0.6%
Osaic Holdings
11
Osaic Holdings
Arizona
$5.39M +$1.41M +27,926 +35%
DPI
12
Diversified Portfolios Inc
Michigan
$4.08M +$884K +17,476 +27%
SF
13
Summit Financial
New Jersey
$3.79M +$460K +9,100 +14%
OA
14
Oasis Advisors
Iowa
$3.48M +$39.9M +788,509 +1,704%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$2.99M +$2.14M +42,245 +244%
WP
16
Wealthspan Partners
Iowa
$2.93M +$351K +6,933 +13%
EC
17
Elequin Capital
New York
$2.82M +$2.85M +56,315 New
AWA
18
Arkadios Wealth Advisors
Georgia
$2.72M -$39.3K -777 -1%
MML Investors Services
19
MML Investors Services
Massachusetts
$2.61M -$1.34M -26,404 -34%
USCWA
20
U.S. Capital Wealth Advisors
Texas
$2.46M +$39.3K +778 +2%
FTUS
21
Flow Traders U.S.
New York
$2.31M -$1.28M -25,270 -35%
Bessemer Group
22
Bessemer Group
New Jersey
$2.3M +$2.32M +45,842 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.22M +$320K +6,330 +17%
NRG
24
Nemes Rush Group
Michigan
$2.21M +$596K +11,786 +37%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$2.09M +$236K +4,670 +13%