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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+25,711+8.9%313,014$15.75MQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcSell-459-1.3%36,200$1.82MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+25,183+136.7%43,605$2.19MQ2 2026Sep 02, 2026
Wny Asset Management, LlcBuy+21,477—21,477$1.08MQ2 2026Aug 17, 2026
Asset Allocation Strategies LlcBuy+8,016+24.6%40,614$2.04MQ2 2026Aug 17, 2026
Fsa Advisors, Inc.Sell-2,858-15.1%16,097$809.85KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+898,046—898,046$45.16MQ2 2026Aug 14, 2026
Per Stirling Capital Management, Llc.Buy+53,927—53,927$2.71MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+42,252+521.2%50,358$2.53MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+38,953—38,953$1.96MQ2 2026Aug 14, 2026
&PartnersBuy+24,013+9.8%267,880$13.49MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-17,983-51.0%17,272$868.96KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+16,794+15.6%124,112$6.24MQ2 2026Aug 14, 2026
Western Wealth Management, LlcBuy+7,100—7,100$357.20KQ2 2026Aug 14, 2026
Cresset Asset Management, LlcBuy+6,609—6,609$333.35KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+6,348—6,348$319.35KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+6,237+200.9%9,341$471.16KQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+6,235—6,235$313.69KQ2 2026Aug 14, 2026
Nemes Rush Group LlcSell-4,882-11.1%39,137$1.97MQ2 2026Aug 14, 2026
Sunflower Bank, N.A.Sell-2,652-1.3%196,868$9.90MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-880-62.6%526$26.00KQ2 2026Aug 14, 2026
Synergy Investment Management, LlcBuy+560+13.9%4,588$230.82KQ2 2026Aug 14, 2026
Chokshi & Queen Wealth Advisors, IncBuy+29+0.6%4,815$242.24KQ2 2026Aug 14, 2026
Rockefeller Capital Management L.P.Buy+97,400—97,400$4.90MQ2 2026Aug 13, 2026
Elequin Capital, LpSell-47,417-84.2%8,898$447.66KQ2 2026Aug 13, 2026
Morgan StanleyBuy+30,665+0.9%3,549,162$178.56MQ2 2026Aug 13, 2026
Panoramic Investment Advisors, LlcBuy+21,598—21,598$1.09MQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcSell-6,004-5.4%105,711$5.32MQ2 2026Aug 13, 2026
Arete Wealth Advisors, LlcBuy+793+4.9%17,091$859.85KQ2 2026Aug 13, 2026
Inspire Advisors, LlcSell-75-0.9%8,645$434.93KQ2 2026Aug 13, 2026
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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.