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Eaton Vance Short Duration Municipal Income ETF (EVSM) Institutional Ownership

$50.25 +0.14 (+0.28%)
Closing price 08/1/2025 04:10 PM Eastern
Extended Trading
$50.24 -0.01 (-0.01%)
As of 08/1/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Eaton Vance Short Duration Municipal Income ETF (NYSEARCA:EVSM)

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$5.37M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$272.72K
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EVSM Institutional Buying and Selling by Quarter

Eaton Vance Short Duration Municipal Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025FSA Advisors Inc.4,807$240K0.2%N/A0.066%
7/17/2025 Janney Montgomery Scott LLC29,926$1.50M0.0%+23.5%0.418%
7/11/2025 Farther Finance Advisors LLC45,407$2.27M0.0%+203.2%0.644%
5/15/2025OLD Mission Capital LLC9,800$488K0.0%-35.8%0.159%
5/14/2025Flow Traders U.S. LLC9,299$463K0.0%N/A0.151%
4/23/2025Creative Financial Designs Inc. ADV2,225$111K0.0%N/A0.037%
4/17/2025 Janney Montgomery Scott LLC24,231$1.21M0.0%+18.7%0.407%
4/14/2025 Farther Finance Advisors LLC14,975$748K0.0%+149.5%0.252%
2/12/2025OLD Mission Capital LLC15,272$761K0.0%N/A0.604%
2/10/2025 Farther Finance Advisors LLC6,001$299K0.0%N/A0.237%
1/17/2025 Janney Montgomery Scott LLC20,415$1.02M0.0%+28.9%0.807%
10/29/2024 Janney Montgomery Scott LLC15,837$796K0.0%N/A0.626%
10/29/2024 Princeton Global Asset Management LLC600$30K0.0%N/A0.024%
(Data available from 1/1/2016 forward)

EVSM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EVSM shares?

During the previous two years, the following institutional investors and hedge funds held shares of Eaton Vance Short Duration Municipal Income ETF shares: Farther Finance Advisors LLC ($2.27M), Janney Montgomery Scott LLC ($1.50M), OLD Mission Capital LLC ($488K), Flow Traders U.S. LLC ($463K), FSA Advisors Inc. ($240K), and Creative Financial Designs Inc. ADV ($111K), and Princeton Global Asset Management LLC ($30K).Learn more on Eaton Vance Short Duration Municipal Income ETF's institutional investors.

Which institutional investors have been buying Eaton Vance Short Duration Municipal Income ETF's stock?

The following institutional investors have purchased Eaton Vance Short Duration Municipal Income ETF's stock in the last 24 months: Farther Finance Advisors LLC ($45.41K), Janney Montgomery Scott LLC ($29.93K), OLD Mission Capital LLC ($15.27K), Flow Traders U.S. LLC ($9.30K), FSA Advisors Inc. ($4.81K), Creative Financial Designs Inc. ADV ($2.23K), and Princeton Global Asset Management LLC ($600.00).

How much institutional buying is happening at Eaton Vance Short Duration Municipal Income ETF?

Institutional investors have bought a total of 107,536 shares in the last 24 months. This purchase volume represents approximately $5.37M in transactions.

Which of Eaton Vance Short Duration Municipal Income ETF's major shareholders have been selling company stock?

The following institutional investors have sold Eaton Vance Short Duration Municipal Income ETF stock in the last 24 months: OLD Mission Capital LLC ($5.47K).

How much institutional selling is happening at Eaton Vance Short Duration Municipal Income ETF?

Institutional investors have sold a total of 5,472 shares in the last 24 months. This volume of shares sold represents approximately $272.72K in transactions.



This page (NYSEARCA:EVSM) was last updated on 8/2/2025 by MarketBeat.com Staff
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