Eaton Vance Short Duration Income is an exchange-traded fund on NASDAQ. As of Q3 2025, 52 institutional investors hold shares in this ETF, with total holdings valued at $500.6M. MORGAN STANLEY is the largest holder with a position valued at $268.6M.
Overview of institutional ownership in EVSD as of Q3 2025
Institutions with the largest positions in EVSD as of Q3 2025
| Institution | Position Value |
|---|---|
MORGAN STANLEY RIA/Wealth | $268.6M 0.02% of portfolio |
VESTOR CAPITAL CORP RIA/Wealth | $47.9M 3.19% of portfolio |
L LPL Financial LLC Institution | $26.9M 0.01% of portfolio |
Per Stirling Capital Management, LLC. RIA/Wealth | $16.3M 1.96% of portfolio |
AMERIPRISE FINANCIAL INC Institution | $15.9M 0.00% of portfolio |
Tilson Financial Group, Inc. RIA/Wealth | $14.8M 4.86% of portfolio |
P Platform Technology Partners RIA/Wealth | $10.1M 2.41% of portfolio |
HighTower Advisors, LLC RIA/Wealth | $10.0M 0.01% of portfolio |
N Nemes Rush Group LLC Institution | $9.7M 0.97% of portfolio |
IHT Wealth Management, LLC RIA/Wealth | $7.4M 0.19% of portfolio |
Institutional buying and selling activity for EVSD in Q3 2025
| Institution | Net Bought |
|---|---|
MORGAN STANLEY RIA/Wealth | +$60.3M +1.2M shares |
VESTOR CAPITAL CORP RIA/Wealth | +$47.9M +931.6K shares |
AMERIPRISE FINANCIAL INC Institution | +$15.9M +306.1K shares |
Tilson Financial Group, Inc. RIA/Wealth | +$14.6M +283.3K shares |
N Nemes Rush Group LLC Institution | +$9.7M +189.3K shares |
D DAVIDSON D A & CO Institution | +$4.8M +92.9K shares |
Per Stirling Capital Management, LLC. RIA/Wealth | +$3.8M +74.1K shares |
L LPL Financial LLC Institution | +$3.7M +72.6K shares |
S Systelligence, LLC Institution | +$3.6M +70.3K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$2.8M +55.4K shares |
| Institution | Net Sold |
|---|---|
J JANE STREET GROUP, LLC Institution | −$3.0M −58.7K shares |
F FLOW TRADERS U.S. LLC Institution | −$1.2M −23.3K shares |
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager | −$1.1M −21.1K shares |
Warren Averett Asset Management, LLC RIA/Wealth | −$827.9K −16.1K shares |
R ROYAL BANK OF CANADA Institution | −$253.3K −4.9K shares |
WBI INVESTMENTS ETF Provider | −$240.4K −4.7K shares |
Rise Advisors, LLC RIA/Wealth | −$20.8K −406.0 shares |
Chicago Partners Investment Group LLC RIA/Wealth | −$3.8K −73.0 shares |
−$3.8K −73.0 shares | |
NorthLanding Financial Partners, LLC RIA/Wealth | −$3.0K −58.0 shares |
Institutions that initiated new positions or completely exited EVSD in Q3 2025
| Institution | Position Value |
|---|---|
VESTOR CAPITAL CORP RIA/Wealth | $47.9M 931.6K shares |
AMERIPRISE FINANCIAL INC Institution | $15.9M 306.1K shares |
N Nemes Rush Group LLC Institution | $9.7M 189.3K shares |
INTL FCSTONE INC. Institution | $1.2M 23.5K shares |
Eldridge Investment Advisors, Inc. RIA/Wealth | $1.2M 22.8K shares |
Opal Wealth Advisors, LLC RIA/Wealth | $996.2K 19.4K shares |
MMA ASSET MANAGEMENT LLC Pension/Endowment | $425.2K 8.3K shares |
S Strategic Financial Concepts, LLC RIA/Wealth | $275.3K 5.4K shares |
DAVENPORT & Co LLC RIA/Wealth | $259.4K 5.0K shares |
Savvy Advisors, Inc. RIA/Wealth | $252.6K 4.9K shares |
| Institution | Previous Position |
|---|---|
F FLOW TRADERS U.S. LLC Institution | $1.2M 23.3K shares |
Rise Advisors, LLC RIA/Wealth | $20.8K 406.0 shares |
Institutions with the largest Call and Put options positions in EVSD as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with EVSD as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Tilson Financial Group, Inc. RIA/Wealth | 4.86% $14.8M |
VESTOR CAPITAL CORP RIA/Wealth | 3.19% $47.9M |
WEALTHSPAN PARTNERS, LLC RIA/Wealth | 2.43% $6.3M |
P Platform Technology Partners RIA/Wealth | 2.41% $10.1M |
Per Stirling Capital Management, LLC. RIA/Wealth | 1.96% $16.3M |
S Systelligence, LLC Institution | 1.19% $6.3M |
N Nemes Rush Group LLC Institution | 0.97% $9.7M |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC RIA/Wealth | 0.60% $3.1M |
NorthLanding Financial Partners, LLC RIA/Wealth | 0.38% $454.0K |
Opal Wealth Advisors, LLC RIA/Wealth | 0.28% $996.2K |
Discover hedge funds investing in EVSD

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
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