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Eaton Vance Short Duration Municipal Income ETF (EVSM) Institutional Ownership

$50.20 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Eaton Vance Short Duration Municipal Income ETF (NYSEARCA:EVSM)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$50.01M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$49.12K
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Skip Chart & View Institutional Buying and Selling Data

EVSM Institutional Buying and Selling by Quarter

Eaton Vance Short Duration Municipal Income ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Arkadios Wealth Advisors54,223$2.72M0.0%-1.4%0.390%
5/6/2026 FSA Advisors Inc.18,955$951K0.6%+12.1%0.136%
5/6/2026 Bessemer Group Inc.45,842$2.30M0.0%N/A0.330%
4/22/2026 Janney Montgomery Scott LLC41,656$2.09M0.0%+12.6%0.300%
4/15/2026 Nations Financial Group Inc. IA ADV4,975$250K0.0%N/A0.036%
2/17/2026 Advisory Services Network LLC4,689$236K0.0%+18.2%0.038%
2/13/2026 Arkadios Wealth Advisors55,000$2.77M0.1%-0.4%0.451%
2/11/2026 Janney Montgomery Scott LLC36,986$1.86M0.0%+26.2%0.303%
2/11/2026 Nemes Rush Group LLC32,233$1.62M0.2%+61.4%0.264%
2/9/2026 Diversified Portfolios Inc.63,765$3.21M0.3%+163.7%0.523%
2/6/2026 BlueStem Wealth Partners LLC29,488$1.49M0.2%N/A0.242%
2/2/2026 FSA Advisors Inc.16,915$852K0.1%+96.0%0.140%
1/23/2026 Farther Finance Advisors LLC112,109$5.65M0.1%+8.3%0.950%
1/9/2026 Sunflower Bank N.A.190,799$9.61M2.4%N/A1.662%
11/17/2025 Ameriprise Financial Inc.429,036$21.63M0.0%N/A4.186%
11/13/2025 Nemes Rush Group LLC19,972$1.01M0.1%N/A0.195%
11/12/2025 Diversified Portfolios Inc.24,180$1.22M0.1%+368.3%0.236%
11/12/2025 FSA Advisors Inc.8,632$435K0.3%+79.6%0.084%
10/29/2025 Arkadios Wealth Advisors55,201$2.78M0.1%N/A0.547%
10/14/2025 Farther Finance Advisors LLC103,506$5.22M0.1%+128.0%1.067%
10/9/2025 AdvisorNet Financial Inc2,410$122K0.0%N/A0.025%
8/13/2025 Flow Traders U.S. LLC13,199$660K0.0%+41.9%0.177%
8/11/2025 Diversified Portfolios Inc.5,163$258K0.0%N/A0.071%
8/1/2025 FSA Advisors Inc.4,807$240K0.2%N/A0.066%
7/17/2025 Janney Montgomery Scott LLC29,926$1.50M0.0%+23.5%0.418%
7/11/2025 Farther Finance Advisors LLC45,407$2.27M0.0%+203.2%0.644%
5/15/2025OLD Mission Capital LLC9,800$488K0.0%-35.8%0.159%
5/14/2025Flow Traders U.S. LLC9,299$463K0.0%N/A0.151%
4/23/2025Creative Financial Designs Inc. ADV2,225$111K0.0%N/A0.037%
4/17/2025Janney Montgomery Scott LLC24,231$1.21M0.0%+18.7%0.407%
4/14/2025Farther Finance Advisors LLC14,975$748K0.0%+149.5%0.252%
2/12/2025OLD Mission Capital LLC15,272$761K0.0%N/A0.604%
2/10/2025Farther Finance Advisors LLC6,001$299K0.0%N/A0.237%
1/17/2025Janney Montgomery Scott LLC20,415$1.02M0.0%+28.9%0.807%
10/29/2024Janney Montgomery Scott LLC15,837$796K0.0%N/A0.626%
10/29/2024Princeton Global Asset Management LLC600$30K0.0%N/A0.024%


EVSM Institutional Ownership - Frequently Asked Questions

During the previous two years, 17 institutional investors and hedge funds held shares of Eaton Vance Short Duration Municipal Income ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($21.63M), Sunflower Bank N.A. ($9.61M), Farther Finance Advisors LLC ($5.65M), Diversified Portfolios Inc. ($3.21M), Arkadios Wealth Advisors ($2.72M), Bessemer Group Inc. ($2.30M), and Janney Montgomery Scott LLC ($2.09M).Learn more on Eaton Vance Short Duration Municipal Income ETF's institutional investors.

Of the 17 institutional investors that purchased Eaton Vance Short Duration Municipal Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Ameriprise Financial Inc. ($429.04K), Sunflower Bank N.A. ($190.80K), Farther Finance Advisors LLC ($112.11K), Diversified Portfolios Inc. ($63.77K), Arkadios Wealth Advisors ($55.20K), Bessemer Group Inc. ($45.84K), and Janney Montgomery Scott LLC ($42.28K).

Institutional investors have bought a total of 992,511 shares in the last 24 months. This purchase volume represents approximately $50.01M in transactions.

The following institutional investors have sold Eaton Vance Short Duration Municipal Income ETF stock in the last 24 months: Arkadios Wealth Advisors ($978.00).

Institutional investors have sold a total of 978 shares in the last 24 months. This volume of shares sold represents approximately $49.12K in transactions.


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This page (NYSEARCA:EVSM) was last updated on 5/25/2026 by MarketBeat.com Staff.
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