Eaton Vance SHRT DurEVSDETF
13F holders, Q3 2024 (September 30)21holders +2
6new positions
4sold out
1famous investor
$50.93avg. 13F price*
At the end of Q3 2024, 21 institutions reported holding Eaton Vance SHRT Dur Inc. (EVSD) in their 13F filings, up 2 from Q2 2024. 6 opened new positions and 4 sold out. The largest holders were Morgan Stanley ($31.3M), Waverly Advisors, LLC ($12.6M) and Raymond James Financial Services Advisors, Inc. ($1.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Eaton Vance SHRT Dur Inc.
- Filed as
- MORGAN STANLEY ETF TRUST (Q3 2024)
- CUSIP
- 61774R825
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $13.3M |
| Exits | 4 | $1.1M |
All 13F filers, Q2 2024 → Q3 2024: 330,219 shares bought and 311,384 shares sold, net +18,835 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| Morgan Stanley | 0.00% | Add +6.2% | 613,592 | $31.3M |
| Waverly Advisors, LLC | 0.23% | New | 247,359 | $12.6M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +421.8% | 27,638 | $1.4M |
| LPL Financial LLC | 0.00% | Add +31.2% | 27,326 | $1.4M |
| Chicago Partners Investment Group LLC | 0.03% | Add +1.3% | 14,710 | $745K |
| Jane Street Group, LLC | 0.00% | Reduce -95.9% | 12,362 | $630K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -9.2% | 12,237 | $623K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.2% | 10,891 | $555K |
| Osaic Holdings, Inc. | 0.00% | Add +87.4% | 9,275 | $472K |
| NorthLanding Financial Partners, LLC | 0.44% | Add +0.6% | 8,751 | $446K |
| Merit Financial Group, LLC | 0.01% | New | 6,724 | $342K |
| Dynamic Advisor Solutions LLC | 0.01% | No change | 5,729 | $292K |
| Citadel Advisors | 0.00% | New | 5,404 | $275K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -5.7% | 1,912 | $97K |
| Johnson Financial Group, Inc. | 0.00% | New | 1,273 | $65K |
| UBS Group AG | 0.00% | Reduce -36.3% | 503 | $26K |
| Rise Advisors, LLC | 0.01% | New | 406 | $21K |
| Global Retirement Partners, LLC | 0.00% | No change | 330 | $17K |
| Capital Analysts, LLC | 0.00% | No change | 131 | $7K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 94 | $5K |
| FMR LLC | 0.00% | Reduce -50.0% | 2 | $102 |
"% of holder's portfolio" is EVSD's weight in each manager's 13F, not the share of Eaton Vance SHRT Dur Inc. the manager owns.