Eaton Vance Intermediate Municipal Income

EVIM • ARCA

Eaton Vance Intermediate Municipal Income is an exchange-traded fund on ARCA. As of Q3 2025, 18 institutional investors hold shares in this ETF, with total holdings valued at $158.7M. WILEY BROS.-AINTREE CAPITAL, LLC is the largest holder with a position valued at $59.5M.

Overview

Overview of institutional ownership in EVIM as of Q3 2025

All Institutions

Institutions: 18
Value Held: $158.7M
Shares Held: 3.0M
Avg Position: $8.8M
Median Position: $394.9K

Hedge Funds

Hedge Funds: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Biggest Investors

Institutions with the largest positions in EVIM as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
W WILEY BROS.-AINTREE CAPITAL, LLC Institution	-	$59.5M 0.38% of portfolio	1.1M shares	Q3 2024 Held for 1y 2m	$15.5B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$57.1M 0.02% of portfolio	1.1M shares	Q3 2024 Held for 1y 2m	$341.99B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$31.0M 0.00% of portfolio	590.1K shares	Q4 2023 Held for 1y 11m	$1.65T
Coign Capital Advisors LLC RIA/Wealth	James Matthew Zundel Managing Partner	$3.9M 2.43% of portfolio	75.1K shares	Q1 2025 Held for 8 months	$162.5M
L Legacy Private Trust Co. Institution	-	$3.1M 0.19% of portfolio	59.0K shares	Q3 2025 Held for 2 months	$1.7B
SK Wealth Management, LLC RIA/Wealth	Jason Eric Archambault CEO	$1.1M 0.44% of portfolio	21.7K shares	Q3 2025 Held for 2 months	$262.2M
J JANE STREET GROUP, LLC Institution	-	$632.9K 0.00% of portfolio	12.1K shares	Q4 2023 Held for 1y 11m	$84.1B
L LPL Financial LLC Institution	-	$561.4K 0.00% of portfolio	10.7K shares	Q3 2025 Held for 2 months	$340.07B
F FLOW TRADERS U.S. LLC Institution	-	$425.3K 0.02% of portfolio	8.1K shares	Q3 2025 Held for 2 months	$2.1B
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	Wayne Michael Bloom CEO	$364.5K 0.00% of portfolio	6.9K shares	Q3 2025 Held for 2 months	$71.1B

Net Capital Flow

Institutional buying and selling activity for EVIM in Q3 2025

Traded: +$23.7M
Buyers: 12
Sellers: 5
Total Bought: +$30.3M
Total Sold: −$6.6M
Avg Position: $7.9M

Biggest Buyers

Institution	Net Bought	Current Position
W WILEY BROS.-AINTREE CAPITAL, LLC Institution	+$12.4M +235.8K shares	$59.5M 1.1M shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$10.1M +192.9K shares	$57.1M 1.1M shares
L Legacy Private Trust Co. Institution	+$3.1M +59.0K shares	$3.1M 59.0K shares
Coign Capital Advisors LLC RIA/Wealth	+$2.0M +39.0K shares	$3.9M 75.1K shares
SK Wealth Management, LLC RIA/Wealth	+$1.1M +21.7K shares	$1.1M 21.7K shares
L LPL Financial LLC Institution	+$561.4K +10.7K shares	$561.4K 10.7K shares
F FLOW TRADERS U.S. LLC Institution	+$425.3K +8.1K shares	$425.3K 8.1K shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	+$364.5K +6.9K shares	$364.5K 6.9K shares
C CLEAR INVESTMENT RESEARCH, LLC RIA/Wealth	+$135.4K +2.6K shares	$135.4K 2.6K shares
Janney Montgomery Scott LLC RIA/Wealth	+$25.5K +485.0 shares	$245.9K 4.7K shares

Biggest Sellers

Institution	Net Sold	Current Position
J JANE STREET GROUP, LLC Institution	−$3.3M −62.3K shares	$632.9K 12.1K shares
MORGAN STANLEY RIA/Wealth	−$2.5M −48.1K shares	$31.0M 590.1K shares
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	−$327.8K −6.2K shares	$334.1K 6.4K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$256.4K −5.0K shares	Sold Off 0 shares
Landmark Wealth Management, LLC RIA/Wealth	−$234.2K −4.6K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited EVIM in Q3 2025

New Positions: 6
New Value: $5.7M
Exited Positions: 2
Exited Value: $490.7K

New Positions

Institution	Position Value
L Legacy Private Trust Co. Institution	$3.1M 59.0K shares
SK Wealth Management, LLC RIA/Wealth	$1.1M 21.7K shares
L LPL Financial LLC Institution	$561.4K 10.7K shares
F FLOW TRADERS U.S. LLC Institution	$425.3K 8.1K shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	$364.5K 6.9K shares
C CLEAR INVESTMENT RESEARCH, LLC RIA/Wealth	$135.4K 2.6K shares

Exited Positions

Institution	Previous Position
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$256.4K 5.0K shares
Landmark Wealth Management, LLC RIA/Wealth	$234.2K 4.6K shares

Options Activity

Institutions with the largest Call and Put options positions in EVIM as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with EVIM as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Coign Capital Advisors LLC RIA/Wealth	James Matthew Zundel Managing Partner	2.43% $3.9M	75.1K shares	Q1 2025 Held for 8 months	$162.5M
SK Wealth Management, LLC RIA/Wealth	Jason Eric Archambault CEO	0.44% $1.1M	21.7K shares	Q3 2025 Held for 2 months	$262.2M
W WILEY BROS.-AINTREE CAPITAL, LLC Institution	-	0.38% $59.5M	1.1M shares	Q3 2024 Held for 1y 2m	$15.5B
L Legacy Private Trust Co. Institution	-	0.19% $3.1M	59.0K shares	Q3 2025 Held for 2 months	$1.7B
C CLEAR INVESTMENT RESEARCH, LLC RIA/Wealth	Joseph Brian Jennings CCO	0.18% $135.4K	2.6K shares	Q3 2025 Held for 2 months	$74.6M
F FLOW TRADERS U.S. LLC Institution	-	0.02% $425.3K	8.1K shares	Q3 2025 Held for 2 months	$2.1B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	0.02% $57.1M	1.1M shares	Q3 2024 Held for 1y 2m	$341.99B
CREATIVE FINANCIAL DESIGNS INC /ADV RIA/Wealth	Brent Anthony Owens President	0.01% $147.2K	2.8K shares	Q1 2025 Held for 8 months	$1.5B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	0.00% $31.0M	590.1K shares	Q4 2023 Held for 1y 11m	$1.65T
J JANE STREET GROUP, LLC Institution	-	0.00% $632.9K	12.1K shares	Q4 2023 Held for 1y 11m	$84.1B