Who Owns EVSD?
Eaton Vance Short Duration Income ETF — Institutional Ownership & 13F Holdings
$51.25
-0.03 (-0.06%)
Market Cap
$548.5M
Shares Outstanding
10,676,047
Institutional Holders
25
Total Inst. Value
$141.2M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $87.5M | 1,724,791 |
| 2 | HighTower Advisors, LLC | $10.0M | 197,557 |
| 3 | Platform Technology Partners | $8.1M | 159,612 |
| 4 | Waverly Advisors, LLC | $8.0M | 158,228 |
| 5 | IHT Wealth Management, LLC | $6.2M | 121,803 |
| 6 | JANE STREET GROUP, LLC | $5.4M | 106,962 |
| 7 | WEALTHSPAN PARTNERS, LLC | $3.4M | 66,926 |
| 8 | OSAIC HOLDINGS, INC. | $3.1M | 61,336 |
| 9 | Private Advisor Group, LLC | $2.6M | 50,446 |
| 10 | RAYMOND JAMES FINANCIAL INC | $2.1M | 41,067 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +655K | $87.5M |
| JANE STREET GROUP, LLC | +92K | $5.4M |
| OSAIC HOLDINGS, INC. | +52K | $3.1M |
| Private Advisor Group, LLC | +11K | $2.6M |
| RAYMOND JAMES FINANCIAL INC | +3K | $2.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Waverly Advisors, LLC | -28K | $8.0M |
| Dynamic Advisor Solutions LLC | -30 | $268K |
| Steward Partners Investment Advisory, LLC | -7 | $35K |
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Frequently Asked Questions
How many institutional investors hold EVSD?
As of Q1 2025, 25 institutional investors report holding EVSD (Eaton Vance Short Duration Income ETF) in their 13F filings.
Which hedge fund owns the most EVSD?
The largest institutional holder of EVSD is MORGAN STANLEY with $87.5M in shares.
Are institutions buying or selling EVSD?
This quarter, 11 institutions opened new positions in EVSD and 5 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.