Eaton Vance Ult-SHRT IncomeEVSBETF
13F holders, Q4 2024 (December 31)10holders +1
2new positions
1sold out
1famous investor
$50.69avg. 13F price*
At the end of Q4 2024, 10 institutions reported holding Eaton Vance Ult-SHRT Income (EVSB) in their 13F filings, up 1 from Q3 2024. 2 opened new positions and 1 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($79.2M), Morgan Stanley ($29.4M) and Jane Street Group, LLC ($2.4M). 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 (Q4 2024)
- CUSIP
- 61774R700
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $326K |
| Exits | 1 | $1.1M |
All 13F filers, Q3 2024 → Q4 2024: 1,545,918 shares bought and 22,349 shares sold, net +1,523,569 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Wealth Enhancement Advisory Services, LLC | 0.15% | Add +685.9% | 1,563,034 | $79.2M |
| Morgan Stanley | 0.00% | Add +27.3% | 579,783 | $29.4M |
| Jane Street Group, LLC | 0.00% | Add +79.5% | 46,908 | $2.4M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +34.5% | 36,553 | $1.9M |
| Citadel Advisors | 0.00% | Add +114.5% | 29,605 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Add +14.9% | 25,770 | $1.3M |
| Kingsview Wealth Management, LLC | 0.01% | New | 6,234 | $316K |
| UBS Group AG | 0.00% | Add +1455.2% | 1,353 | $69K |
| Osaic Holdings, Inc. | 0.00% | Add +372.6% | 449 | $23K |
| Laurel Wealth Advisors LLC | 0.00% | New | 193 | $10K |
"% 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.