E
Eaton Vance Short Duration Municipal Income
EVSM • ARCA
Eaton Vance Short Duration Municipal Income is an exchange-traded fund on ARCA. As of Q3 2025, 63 institutional investors hold shares in this ETF, with total holdings valued at $277.7M. MORGAN STANLEY is the largest holder with a position valued at $146.5M.
Overview
Overview of institutional ownership in EVSM as of Q3 2025
All Institutions
- Institutions
- 63
- Value Held
- $277.7M
- Shares Held
- 5.5M
- Avg Position
- $4.4M
- Median Position
- $746.6K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in EVSM as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $146.5M 0.01% of portfolio |
 AMERIPRISE FINANCIAL INC Institution | $21.6M 0.00% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $12.4M 0.00% of portfolio |
 Garrett Wealth Advisory Group, LLC RIA/Wealth | $10.9M 2.13% of portfolio |
W WILEY BROS.-AINTREE CAPITAL, LLC Institution | $9.5M 0.06% of portfolio |
L LPL Financial LLC Institution | $8.8M 0.00% of portfolio |
 Tilson Financial Group, Inc. RIA/Wealth | $8.6M 2.82% of portfolio |
A ATRIA INVESTMENTS LLC Institution | $6.1M 0.07% of portfolio |
 Farther Finance Advisors, LLC RIA/Wealth | $5.2M 0.08% of portfolio |
A Advisor Group Holdings, Inc. Institution | $3.4M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for EVSM in Q3 2025
- Traded
- +$89.0M
- Buyers
- 51
- Sellers
- 8
- Total Bought
- +$91.6M
- Total Sold
- −$2.6M
- Avg Position
- $4.2M
Biggest Buyers
| Institution | Net Bought |
|---|---|
AMERIPRISE FINANCIAL INC Institution | +$21.6M +429.0K shares |
Garrett Wealth Advisory Group, LLC RIA/Wealth | +$10.9M +217.1K shares |
MORGAN STANLEY RIA/Wealth | +$10.8M +214.3K shares |
Tilson Financial Group, Inc. RIA/Wealth | +$8.6M +170.3K shares |
L LPL Financial LLC Institution | +$5.3M +104.9K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$3.6M +71.3K shares |
Farther Finance Advisors, LLC RIA/Wealth | +$2.9M +58.1K shares |
 Arkadios Wealth Advisors RIA/Wealth | +$2.8M +55.2K shares |
 Summit Financial, LLC RIA/Wealth | +$2.6M +51.8K shares |
U U.S. Capital Wealth Advisors, LLC RIA/Wealth | +$2.0M +39.3K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
N Neuberger Berman Group LLC Institution | −$2.0M −40.1K shares |
R ROYAL BANK OF CANADA Institution | −$163.1K −3.2K shares |
 UBS Group AG Institution | −$127.1K −2.5K shares |
 Goss Wealth Management LLC RIA/Wealth | −$110.9K −2.2K shares |
 Quadcap Wealth Management, LLC RIA/Wealth | −$107.9K −2.1K shares |
 AE Wealth Management LLC RIA/Wealth | −$36.5K −730.0 shares |
 Janney Montgomery Scott LLC RIA/Wealth | −$31.6K −627.0 shares |
F FLOW TRADERS U.S. LLC Institution | −$7.3K −145.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited EVSM in Q3 2025
- New Positions
- 21
- New Value
- $53.5M
- Exited Positions
- 3
- Exited Value
- $2.2M
New Positions
| Institution | Position Value |
|---|---|
AMERIPRISE FINANCIAL INC Institution | $21.6M 429.0K shares |
Garrett Wealth Advisory Group, LLC RIA/Wealth | $10.9M 217.1K shares |
Tilson Financial Group, Inc. RIA/Wealth | $8.6M 170.3K shares |
Arkadios Wealth Advisors RIA/Wealth | $2.8M 55.2K shares |
Summit Financial, LLC RIA/Wealth | $2.6M 51.8K shares |
G GENESIS PRIVATE WEALTH, LLC Institution | $1.4M 27.9K shares |
 Redhawk Wealth Advisors, Inc. RIA/Wealth | $1.1M 22.2K shares |
 Wealthcare Advisory Partners LLC RIA/Wealth | $1.1M 21.3K shares |
N Nemes Rush Group LLC Institution | $1.0M 20.0K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $425.3K 8.4K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
N Neuberger Berman Group LLC Institution | $2.0M 40.1K shares |
UBS Group AG Institution | $127.1K 2.5K shares |
AE Wealth Management LLC RIA/Wealth | $36.5K 730.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in EVSM 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 EVSM as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Tilson Financial Group, Inc. RIA/Wealth | 2.82% $8.6M |
Garrett Wealth Advisory Group, LLC RIA/Wealth | 2.13% $10.9M |
 WEALTHSPAN PARTNERS, LLC RIA/Wealth | 1.08% $2.8M |
G GENESIS PRIVATE WEALTH, LLC Institution | 0.59% $1.4M |
 PANORAMIC INVESTMENT ADVISORS, LLC RIA/Wealth | 0.53% $929.4K |
M | 0.51% $746.6K |
F FSA Advisors, Inc. Institution | 0.37% $435.4K |
 MBA Advisors LLC RIA/Wealth | 0.31% $736.1K |
 Tower Wealth Partners, Inc. RIA/Wealth | 0.26% $476.9K |
 Nvest Financial, LLC RIA/Wealth | 0.14% $250.1K |