Eaton Vance SHRT Dur MuniEVSMETF

13F holders, Q2 2024 (June 30)
6holders +4
4new positions
0sold out
$49.61avg. 13F price*

At the end of Q2 2024, 6 institutions reported holding Eaton Vance SHRT Dur Muni (EVSM) in their 13F filings, up 4 from Q1 2024. 4 opened new positions and 0 sold out. The largest holders were Morgan Stanley ($58.7M), Goldman Sachs Group Inc. ($1.6M) and Jane Street Group, LLC ($1.4M).

Company
Eaton Vance SHRT Dur Muni
Filed as
MORGAN STANLEY ETF TRUST (Q2 2024)
CUSIP
61774R858
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 2Q1 2024Q2 2024: 6Q2 2024Q3 2024: 17Q3 2024Q4 2024: 24Q4 2024Q1 2025: 31Q1 2025Q2 2025: 44Q2 2025Q3 2025: 63Q3 2025Q4 2025: 75Q4 2025Q1 2026: 93Q1 2026Q2 2026: 105Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions4$3.4M
Exits0$0

All 13F filers, Q1 2024 → Q2 2024: 67,778 shares bought and 41,814 shares sold, net +25,964 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 6 holders

Morgan Stanley 0.00% Reduce -3.4% 1,183,871 $58.7M
Goldman Sachs Group Inc. 0.00% New 31,427 $1.6M
Jane Street Group, LLC 0.00% New 27,476 $1.4M
Tower Wealth Partners, Inc. 0.27% New 8,728 $433K
Hancock Whitney Corp. 0.01% Reduce -3.4% 5,664 $281K
Benjamin F. Edwards & Company, Inc. 0.00% New 147 $7K

"% of holder's portfolio" is EVSM's weight in each manager's 13F, not the share of Eaton Vance SHRT Dur Muni the manager owns.