Eaton Vance SHRT Dur MuniEVSMETF
13F holders, Q1 2025 (March 31)31holders +7
10new positions
2sold out
$49.85avg. 13F price*
At the end of Q1 2025, 31 institutions reported holding Eaton Vance SHRT Dur Muni (EVSM) in their 13F filings, up 7 from Q4 2024. 10 opened new positions and 2 sold out. The largest holders were Morgan Stanley ($123.5M), Envestnet Asset Management Inc. ($6.5M) and &partners ($5.3M).
- Company
- Eaton Vance SHRT Dur Muni
- Filed as
- MORGAN STANLEY ETF TRUST (Q1 2025)
- CUSIP
- 61774R858
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $5.4M |
| Exits | 2 | $510K |
All 13F filers, Q4 2024 → Q1 2025: 1,120,400 shares bought and 18,297 shares sold, net +1,102,103 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 31 holders
| Morgan Stanley | 0.01% | Add +47.7% | 2,477,719 | $123.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +66.2% | 130,997 | $6.5M |
| &partners | 0.06% | Add +30.8% | 105,747 | $5.3M |
| Jane Street Group, LLC | 0.01% | Add +151.4% | 86,446 | $4.3M |
| Osaic Holdings, Inc. | 0.01% | Add +222.2% | 45,999 | $2.3M |
| MML Investors Services, LLC | 0.00% | New | 24,953 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Add +18.7% | 24,231 | $1.2M |
| Neuberger Berman Group LLC | 0.00% | New | 23,452 | $1.2M |
| Quadcap Wealth Management, LLC | 0.17% | Add +45.4% | 23,134 | $1.2M |
| Cetera Investment Advisers | 0.00% | Add +41.0% | 21,820 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +72.5% | 20,570 | $1.0M |
| Farther Finance Advisors, LLC | 0.02% | Add +149.5% | 14,975 | $748K |
| Orion Porfolio Solutions, LLC | 0.01% | New | 14,904 | $743K |
| Orion Portfolio Solutions, LLC | 0.01% | New | 14,904 | $743K |
| Panoramic Investment Advisors, LLC | 0.50% | Add +7.5% | 14,888 | $742K |
| MBA Advisors LLC | 0.27% | Add +141.5% | 11,100 | $553K |
| Essex Financial Services, Inc. | 0.04% | Add +53.5% | 10,745 | $536K |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.4% | 10,555 | $526K |
| HighTower Advisors, LLC | 0.00% | Reduce -20.8% | 9,869 | $492K |
| Old Mission Capital LLC | 0.01% | Reduce -35.8% | 9,800 | $488K |
| Tower Wealth Partners, Inc. | 0.25% | No change | 9,401 | $469K |
| Flow Traders U.S. LLC | 0.02% | New | 9,299 | $463K |
| Avantax Advisory Services, Inc. | 0.00% | Add +67.3% | 8,724 | $435K |
| JPMorgan Chase & Co. | 0.00% | New | 8,294 | $413K |
| Mariner, LLC | 0.00% | No change | 5,939 | $296K |
| Cresset Asset Management, LLC | 0.00% | New | 5,000 | $250K |
| Advisory Services Network, LLC | 0.00% | New | 4,384 | $218K |
| Creative Financial Designs Inc. | 0.01% | New | 2,225 | $111K |
| NewEdge Advisors, LLC | 0.00% | New | 1,400 | $70K |
| Princeton Global Asset Management LLC | 0.01% | Add +0.5% | 610 | $30K |
| UBS Group AG | 0.00% | Add +6144.4% | 562 | $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.