Eaton Vance Ult-SHRT IncomeEVSBETF
13F holders, Q3 2024 (September 30)9holders +1
1new positions
0sold out
1famous investor
$50.72avg. 13F price*
At the end of Q3 2024, 9 institutions reported holding Eaton Vance Ult-SHRT Income (EVSB) in their 13F filings, up 1 from Q2 2024. 1 opened new positions and 0 sold out. The largest holders were Morgan Stanley ($23.1M), Wealth Enhancement Advisory Services, LLC ($10.1M) and Wealthcare Advisory Partners LLC ($1.4M). 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 (Q3 2024)
- CUSIP
- 61774R700
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1.1M |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 56,934 shares bought and 85,811 shares sold, net −28,877 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Morgan Stanley | 0.00% | Add +6.2% | 455,377 | $23.1M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -29.8% | 198,879 | $10.1M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +9.0% | 27,175 | $1.4M |
| Jane Street Group, LLC | 0.00% | Add +14.0% | 26,127 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | New | 22,419 | $1.1M |
| Flow Traders U.S. LLC | 0.06% | Add +13.6% | 22,349 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -6.6% | 13,805 | $700K |
| Osaic Holdings, Inc. | 0.00% | Reduce -38.7% | 95 | $5K |
| UBS Group AG | 0.00% | Reduce -66.0% | 87 | $4K |
"% 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.