Who Owns EVIM?
Eaton Vance Intermediate Municipal Income ETF — Institutional Ownership & 13F Holdings
$53.01
-0.12 (-0.23%)
Market Cap
$112.4M
Shares Outstanding
2,099,268
Institutional Holders
8
Total Inst. Value
$22.8M
% of Float Held
—
QoQ Holder Change
+6
Institutional data as of Q1 2025
New Positions
3
Closed Positions
3
Increased
4
Decreased
1
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $21.2M | 411,089 |
| 2 | Coign Capital Advisors LLCNew | $974K | 18,895 |
| 3 | Janney Montgomery Scott LLCNew | $348K | 6,747 |
| 4 | CREATIVE FINANCIAL DESIGNS INC /ADVNew | $149K | 2,888 |
| 5 | UBS Group AG | $67K | 1,300 |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $30K | 585,652 |
| 7 | &PARTNERS | $30K | 579,399 |
| 8 | OSAIC HOLDINGS, INC. | $5K | 100 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +77K | $21.2M |
| Coign Capital Advisors LLCNew | +19K | $974K |
| Janney Montgomery Scott LLCNew | +7K | $348K |
| CREATIVE FINANCIAL DESIGNS INC /ADVNew | +3K | $149K |
| UBS Group AG | +1K | $67K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| OSAIC HOLDINGS, INC. | -52 | $5K |
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Frequently Asked Questions
How many institutional investors hold EVIM?
As of Q1 2025, 8 institutional investors report holding EVIM (Eaton Vance Intermediate Municipal Income ETF) in their 13F filings.
Which hedge fund owns the most EVIM?
The largest institutional holder of EVIM is MORGAN STANLEY with $21.2M in shares.
Are institutions buying or selling EVIM?
This quarter, 3 institutions opened new positions in EVIM and 3 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.