Eaton Vance SHRT DurEVSDETF
13F holders, Q4 2024 (December 31)23holders +2
3new positions
1sold out
1famous investor
$50.47avg. 13F price*
At the end of Q4 2024, 23 institutions reported holding Eaton Vance SHRT Dur Inc. (EVSD) in their 13F filings, up 2 from Q3 2024. 3 opened new positions and 1 sold out. The largest holders were Morgan Stanley ($54.0M), Waverly Advisors, LLC ($9.4M) and Platform Technology Partners ($6.9M). 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 (Q4 2024)
- CUSIP
- 61774R825
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $9.0M |
| Exits | 1 | $26K |
All 13F filers, Q3 2024 → Q4 2024: 732,399 shares bought and 68,082 shares sold, net +664,317 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 23 holders
| Morgan Stanley | 0.00% | Add +74.3% | 1,069,377 | $54.0M |
| Waverly Advisors, LLC | 0.15% | Reduce -24.6% | 186,556 | $9.4M |
| Platform Technology Partners | 2.10% | New | 137,628 | $6.9M |
| LPL Financial LLC | 0.00% | Add +190.5% | 79,385 | $4.0M |
| Citadel Advisors | 0.00% | Add +636.9% | 39,822 | $2.0M |
| Private Advisor Group, LLC | 0.01% | New | 39,107 | $2.0M |
| Raymond James Financial Inc. | 0.00% | — | 38,307 | $1.9M |
| Janney Montgomery Scott LLC | 0.00% | Add +54.5% | 16,826 | $849K |
| Jane Street Group, LLC | 0.00% | Add +21.4% | 15,001 | $757K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -10.2% | 13,213 | $667K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.8% | 12,135 | $612K |
| NorthLanding Financial Partners, LLC | 0.43% | Reduce -2.8% | 8,505 | $429K |
| Osaic Holdings, Inc. | 0.00% | Reduce -21.7% | 7,266 | $367K |
| Merit Financial Group, LLC | 0.01% | No change | 6,724 | $339K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -7.4% | 5,303 | $268K |
| Global Retirement Partners, LLC | 0.01% | Add +1050.9% | 3,798 | $192K |
| MidAtlantic Capital Management, Inc. | 0.05% | New | 1,327 | $67K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -64.0% | 688 | $35K |
| Rise Advisors, LLC | 0.01% | No change | 406 | $20K |
| Capital Analysts, LLC | 0.00% | No change | 131 | $7K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +35.1% | 127 | $6K |
| FMR LLC | 0.00% | No change | 2 | $101 |
| Johnson Financial Group, Inc. | 0.00% | Reduce -99.9% | 1 | $26 |
"% 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.