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EVSM MORGAN STANLEY ETF TRUST

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EATON VANCE SHRT (fund)

25 managers (25 13F filers) reported a position in EVSM shares at 2024-12-31, 2,050,644 shares in all. 7 filers opened a position and 0 filers sold out during the quarter.

Managers
25
13F filers
25
New
7
Added
13
Reduced
4
Sold out
0
Shares held by filers
2,050,644

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY1,677,867$83.7M0.01%+403,49913F-HR/ATimelineGroup
&PARTNERS80,872$4.04M0.05%+33,83513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC78,819$3.93M<0.01%+31,37413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC34,388$1.71M<0.01%+28,42213F-HRTimelineGroup
Janney Montgomery Scott LLC20,415$1.02M<0.01%+4,57813F-HRTimeline
Quadcap Wealth Management, LLC15,908$793K0.12%+5,61613F-HRTimeline
Cetera Investment Advisers15,472$771K<0.01%-3,88513F-HRTimeline
OLD MISSION CAPITAL LLC15,272$761K0.02%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.14,277$712K<0.01%+3,49913F-HR/ATimelineGroup
PANORAMIC INVESTMENT ADVISORS, LLC13,850$691K0.45%+6,19013F-HRTimeline
HighTower Advisors, LLC12,465$622K<0.01%+4,81813F-HRTimeline
Cambridge Investment Research Advisors,…11,924$595K<0.01%+7,89013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC10,017$499K<0.01%+4,41713F-HRTimeline
HANCOCK WHITNEY CORP9,954$496K0.02%-7,56413F-HRTimeline
Tower Wealth Partners, Inc.9,401$469K0.25%+61113F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.7,000$349K0.02%new13F-HRTimelineGroup
Farther Finance Advisors, LLC6,001$299K0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC5,939$296K<0.01%new13F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.5,214$260K<0.01%-58613F-HRTimeline
MBA Advisors LLC4,597$229K0.12%new13F-HRTimeline
Princeton Global Asset Management LLC607$30.3K0.01%+713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA275$14K<0.01%-27813F-HRTimelineGroup
Global Retirement Partners, LLC101$5.03K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG9$449<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.