Eaton Vance SHRT Dur MuniEVSMETF
13F holders, Q4 2024 (December 31)24holders +7
7new positions
0sold out
$49.86avg. 13F price*
At the end of Q4 2024, 24 institutions reported holding Eaton Vance SHRT Dur Muni (EVSM) in their 13F filings, up 7 from Q3 2024. 7 opened new positions and 0 sold out. The largest holders were Morgan Stanley ($83.7M), &partners ($4.0M) and Envestnet Asset Management Inc. ($3.9M).
- Company
- Eaton Vance SHRT Dur Muni
- Filed as
- MORGAN STANLEY ETF TRUST (Q4 2024)
- CUSIP
- 61774R858
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.9M |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 573,675 shares bought and 12,313 shares sold, net +561,362 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 24 holders
| Morgan Stanley | 0.01% | Add +31.7% | 1,677,867 | $83.7M |
| &partners | 0.05% | Add +71.9% | 80,872 | $4.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +66.1% | 78,819 | $3.9M |
| Jane Street Group, LLC | 0.00% | Add +476.4% | 34,388 | $1.7M |
| Janney Montgomery Scott LLC | 0.00% | Add +28.9% | 20,415 | $1.0M |
| Quadcap Wealth Management, LLC | 0.12% | Add +54.6% | 15,908 | $793K |
| Cetera Investment Advisers | 0.00% | Reduce -20.1% | 15,472 | $771K |
| Old Mission Capital LLC | 0.02% | New | 15,272 | $761K |
| Osaic Holdings, Inc. | 0.00% | Add +32.5% | 14,277 | $712K |
| Panoramic Investment Advisors, LLC | 0.45% | Add +80.8% | 13,850 | $691K |
| HighTower Advisors, LLC | 0.00% | Add +63.0% | 12,465 | $622K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +195.6% | 11,924 | $595K |
| Commonwealth Equity Services, LLC | 0.00% | Add +78.9% | 10,017 | $499K |
| Hancock Whitney Corp. | 0.02% | Reduce -43.2% | 9,954 | $496K |
| Tower Wealth Partners, Inc. | 0.25% | Add +7.0% | 9,401 | $469K |
| Essex Financial Services, Inc. | 0.02% | New | 7,000 | $349K |
| Farther Finance Advisors, LLC | 0.01% | New | 6,001 | $299K |
| Mariner, LLC | 0.00% | New | 5,939 | $296K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -10.1% | 5,214 | $260K |
| MBA Advisors LLC | 0.12% | New | 4,597 | $229K |
| Princeton Global Asset Management LLC | 0.01% | Add +1.2% | 607 | $30K |
| Royal Bank of Canada | 0.00% | Reduce -50.3% | 275 | $14K |
| Global Retirement Partners, LLC | 0.00% | New | 101 | $5K |
| UBS Group AG | 0.00% | New | 9 | $449 |
"% 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.