Eaton Vance Ult-SHRT IncomeEVSBETF

13F holders, Q1 2024 (March 31)
7holders
$50.36avg. 13F price*

At the end of Q1 2024, 7 institutions reported holding Eaton Vance Ult-SHRT Income (EVSB) in their 13F filings. The largest holders were Morgan Stanley ($19.4M), Wealth Enhancement Advisory Services, LLC ($13.2M) and Wealthcare Advisory Partners LLC ($1.3M).

Company
Eaton Vance Ult-SHRT Income
Filed as
MORGAN STANLEY ETF TRUST (Q1 2024)
CUSIP
61774R700
Latest filing quarter
Q2 2026

History

Number of 13F holders

0510152025 Q1 2024: 7Q1 2024Q2 2024: 8Q2 2024Q3 2024: 9Q3 2024Q4 2024: 10Q4 2024Q1 2025: 12Q1 2025Q2 2025: 16Q2 2025Q3 2025: 15Q3 2025Q4 2025: 23Q4 2025Q1 2026: 18Q1 2026Q2 2026: 20Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions6$16.4M
Exits0$0

Ownership 7 holders

Morgan Stanley 0.00% Add +5.7% 385,931 $19.4M
Wealth Enhancement Advisory Services, LLC 0.03% New 262,780 $13.2M
Wealthcare Advisory Partners LLC 0.04% New 25,497 $1.3M
Jane Street Group, LLC 0.00% New 20,987 $1.1M
Flow Traders U.S. LLC 0.03% New 11,436 $576K
Royal Bank of Canada 0.00% New 4,000 $201K
UBS Group AG 0.00% New 63 $3K

"% of holder's portfolio" is EVSB's weight in each manager's 13F, not the share of Eaton Vance Ult-SHRT Income the manager owns.