Who Owns EVSB?
Eaton Vance Ultra-Short Income ETF — Institutional Ownership & 13F Holdings
$50.91
-0.01 (-0.02%)
Market Cap
$266.1M
Shares Outstanding
5,230,842
Institutional Holders
19
Total Inst. Value
$192.0M
% of Float Held
—
QoQ Holder Change
+7
Institutional data as of Q1 2025
New Positions
4
Closed Positions
3
Increased
5
Decreased
5
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $85.4M | 1,681,171 |
| 2 | MORGAN STANLEY | $39.2M | 770,968 |
| 3 | Wealthcare Advisory Partners LLC | $37.4M | 736,545 |
| 4 | Karpus Management, Inc. | $22.2M | 1,216,913 |
| 5 | FLOW TRADERS U.S. LLCNew | $1.6M | 32,358 |
| 6 | ELCO Management Co., LLC | $1.3M | 114,995 |
| 7 | Janney Montgomery Scott LLCNew | $1.3M | 25,655 |
| 8 | FRANKLIN STREET ADVISORS INC /NC | $1.2M | 150,334 |
| 9 | JANE STREET GROUP, LLC | $852K | 16,782 |
| 10 | COMMONWEALTH EQUITY SERVICES, LLCNew | $425K | 8,373 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | +1.5M | $85.4M |
| MORGAN STANLEY | +191K | $39.2M |
| Wealthcare Advisory Partners LLC | +700K | $37.4M |
| FLOW TRADERS U.S. LLCNew | +32K | $1.6M |
| Janney Montgomery Scott LLCNew | +26K | $1.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Karpus Management, Inc. | -66K | $22.2M |
| JANE STREET GROUP, LLC | -30K | $852K |
| ELCO Management Co., LLC | -7K | $1.3M |
| Kingsview Wealth Management, LLC | -1K | $250K |
| CITADEL ADVISORS LLC | -281 | $1K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold EVSB?
As of Q1 2025, 19 institutional investors report holding EVSB (Eaton Vance Ultra-Short Income ETF) in their 13F filings.
Which hedge fund owns the most EVSB?
The largest institutional holder of EVSB is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC with $85.4M in shares.
Are institutions buying or selling EVSB?
This quarter, 4 institutions opened new positions in EVSB 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.