EATON VANCE SHRT DUR MUNI (EVSM) Institutional Ownership Changes & 13F Activity
EATON VANCE SHRT DUR MUNI (EVSM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Rockefeller Capital Management L.P., Per Stirling Capital Management, Llc., Elequin Capital, Lp, and Raymond James Financial Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +25,711 | +8.9% | 313,014 | $15.75M | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Sell | -459 | -1.3% | 36,200 | $1.82M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +25,183 | +136.7% | 43,605 | $2.19M | Q2 2026 | Sep 02, 2026 |
| Wny Asset Management, Llc | Buy | +21,477 | — | 21,477 | $1.08M | Q2 2026 | Aug 17, 2026 |
| Asset Allocation Strategies Llc | Buy | +8,016 | +24.6% | 40,614 | $2.04M | Q2 2026 | Aug 17, 2026 |
| Fsa Advisors, Inc. | Sell | -2,858 | -15.1% | 16,097 | $809.85K | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +898,046 | — | 898,046 | $45.16M | Q2 2026 | Aug 14, 2026 |
| Per Stirling Capital Management, Llc. | Buy | +53,927 | — | 53,927 | $2.71M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +42,252 | +521.2% | 50,358 | $2.53M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +38,953 | — | 38,953 | $1.96M | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +24,013 | +9.8% | 267,880 | $13.49M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -17,983 | -51.0% | 17,272 | $868.96K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +16,794 | +15.6% | 124,112 | $6.24M | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, Llc | Buy | +7,100 | — | 7,100 | $357.20K | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, Llc | Buy | +6,609 | — | 6,609 | $333.35K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +6,348 | — | 6,348 | $319.35K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +6,237 | +200.9% | 9,341 | $471.16K | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Buy | +6,235 | — | 6,235 | $313.69K | Q2 2026 | Aug 14, 2026 |
| Nemes Rush Group Llc | Sell | -4,882 | -11.1% | 39,137 | $1.97M | Q2 2026 | Aug 14, 2026 |
| Sunflower Bank, N.A. | Sell | -2,652 | -1.3% | 196,868 | $9.90M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -880 | -62.6% | 526 | $26.00K | Q2 2026 | Aug 14, 2026 |
| Synergy Investment Management, Llc | Buy | +560 | +13.9% | 4,588 | $230.82K | Q2 2026 | Aug 14, 2026 |
| Chokshi & Queen Wealth Advisors, Inc | Buy | +29 | +0.6% | 4,815 | $242.24K | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | Buy | +97,400 | — | 97,400 | $4.90M | Q2 2026 | Aug 13, 2026 |
| Elequin Capital, Lp | Sell | -47,417 | -84.2% | 8,898 | $447.66K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +30,665 | +0.9% | 3,549,162 | $178.56M | Q2 2026 | Aug 13, 2026 |
| Panoramic Investment Advisors, Llc | Buy | +21,598 | — | 21,598 | $1.09M | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Sell | -6,004 | -5.4% | 105,711 | $5.32M | Q2 2026 | Aug 13, 2026 |
| Arete Wealth Advisors, Llc | Buy | +793 | +4.9% | 17,091 | $859.85K | Q2 2026 | Aug 13, 2026 |
| Inspire Advisors, Llc | Sell | -75 | -0.9% | 8,645 | $434.93K | Q2 2026 | Aug 13, 2026 |
Frequently asked questions about EVSM activity
Which institutional owners are buying EVSM?
Institutional owners buying EVSM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in EVSM activity?
"Buy" means an investor increased their reported position in EVSM compared to the prior reporting period. This reflects growing exposure to EATON VANCE SHRT DUR MUNI (EVSM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in EVSM increasing?
Institutional interest in EVSM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.