Who Owns EVSM?
Eaton Vance Short Duration Municipal Income ETF — Institutional Ownership & 13F Holdings
$50.40
-0.05 (-0.10%)
Market Cap
$375.5M
Shares Outstanding
7,423,348
Institutional Holders
29
Total Inst. Value
$143.9M
% of Float Held
—
QoQ Holder Change
+26
Institutional data as of Q1 2025
New Positions
11
Closed Positions
4
Increased
14
Decreased
2
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $123.5M | 2,477,719 |
| 2 | JANE STREET GROUP, LLC | $4.3M | 86,446 |
| 3 | OSAIC HOLDINGS, INC. | $2.3M | 45,999 |
| 4 | MML INVESTORS SERVICES, LLCNew | $1.2M | 24,953 |
| 5 | Janney Montgomery Scott LLCNew | $1.2M | 24,231 |
| 6 | Neuberger Berman Group LLCNew | $1.2M | 23,452 |
| 7 | Quadcap Wealth Management, LLC | $1.2M | 23,134 |
| 8 | Cetera Investment Advisers | $1.1M | 21,820 |
| 9 | Cambridge Investment Research Advisors, Inc. | $1.0M | 20,570 |
| 10 | Farther Finance Advisors, LLC | $748K | 14,975 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +800K | $123.5M |
| JANE STREET GROUP, LLC | +52K | $4.3M |
| OSAIC HOLDINGS, INC. | +34K | $2.3M |
| MML INVESTORS SERVICES, LLCNew | +25K | $1.2M |
| Janney Montgomery Scott LLCNew | +24K | $1.2M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| OLD MISSION CAPITAL LLC | -5K | $488K |
| HighTower Advisors, LLC | -3K | $492K |
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Frequently Asked Questions
How many institutional investors hold EVSM?
As of Q1 2025, 29 institutional investors report holding EVSM (Eaton Vance Short Duration Municipal Income ETF) in their 13F filings.
Which hedge fund owns the most EVSM?
The largest institutional holder of EVSM is MORGAN STANLEY with $123.5M in shares.
Are institutions buying or selling EVSM?
This quarter, 11 institutions opened new positions in EVSM and 4 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.