Eaton Vance Ult-SHRT IncomeEVSBETF
13F holders, Q2 2024 (June 30)8holders +1
2new positions
1sold out
1famous investor
$50.41avg. 13F price*
At the end of Q2 2024, 8 institutions reported holding Eaton Vance Ult-SHRT Income (EVSB) in their 13F filings, up 1 from Q1 2024. 2 opened new positions and 1 sold out. The largest holders were Morgan Stanley ($21.6M), Wealth Enhancement Advisory Services, LLC ($14.3M) and Wealthcare Advisory Partners LLC ($1.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Eaton Vance Ult-SHRT Income
- Filed as
- MORGAN STANLEY ETF TRUST (Q2 2024)
- CUSIP
- 61774R700
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $753K |
| Exits | 1 | $201K |
All 13F filers, Q1 2024 → Q2 2024: 89,069 shares bought and 4,573 shares sold, net +84,496 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Morgan Stanley | 0.00% | Add +11.2% | 429,011 | $21.6M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +7.9% | 283,479 | $14.3M |
| Wealthcare Advisory Partners LLC | 0.04% | Reduce -2.3% | 24,924 | $1.3M |
| Jane Street Group, LLC | 0.00% | Add +9.2% | 22,911 | $1.2M |
| Flow Traders U.S. LLC | 0.05% | Add +72.0% | 19,667 | $991K |
| Citadel Advisors | 0.00% | New | 14,787 | $745K |
| UBS Group AG | 0.00% | Add +306.4% | 256 | $13K |
| Osaic Holdings, Inc. | 0.00% | New | 155 | $8K |
"% 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.