Eaton Vance SHRT Dur MuniEVSMETF
13F holders, Q3 2024 (September 30)17holders +11
12new positions
1sold out
$50.26avg. 13F price*
At the end of Q3 2024, 17 institutions reported holding Eaton Vance SHRT Dur Muni (EVSM) in their 13F filings, up 11 from Q2 2024. 12 opened new positions and 1 sold out. The largest holders were Morgan Stanley ($64.0M), &partners ($2.4M) and Envestnet Asset Management Inc. ($2.4M).
- Company
- Eaton Vance SHRT Dur Muni
- Filed as
- MORGAN STANLEY ETF TRUST (Q3 2024)
- CUSIP
- 61774R858
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $8.8M |
| Exits | 1 | $1.6M |
All 13F filers, Q2 2024 → Q3 2024: 277,393 shares bought and 52,937 shares sold, net +224,456 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| Morgan Stanley | 0.00% | Add +7.6% | 1,274,368 | $64.0M |
| &partners | 0.05% | New | 47,037 | $2.4M |
| Envestnet Asset Management Inc. | 0.00% | New | 47,445 | $2.4M |
| Cetera Investment Advisers | 0.00% | New | 19,357 | $973K |
| Hancock Whitney Corp. | 0.03% | Add +209.3% | 17,518 | $880K |
| Janney Montgomery Scott LLC | 0.00% | New | 15,837 | $796K |
| Osaic Holdings, Inc. | 0.00% | New | 10,778 | $542K |
| Quadcap Wealth Management, LLC | 0.08% | New | 10,292 | $517K |
| Tower Wealth Partners, Inc. | 0.26% | Add +0.7% | 8,790 | $442K |
| Panoramic Investment Advisors, LLC | 0.27% | — | 7,660 | $385K |
| HighTower Advisors, LLC | 0.00% | New | 7,647 | $383K |
| Jane Street Group, LLC | 0.00% | Reduce -78.3% | 5,966 | $300K |
| Avantax Advisory Services, Inc. | 0.00% | New | 5,800 | $291K |
| Commonwealth Equity Services, LLC | 0.00% | New | 5,600 | $281K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 4,034 | $203K |
| Princeton Global Asset Management LLC | 0.01% | New | 600 | $30K |
| Royal Bank of Canada | 0.00% | New | 553 | $28K |
"% 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.