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EVSM MORGAN STANLEY ETF TRUST

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EATON VANCE SHRT (fund)

32 managers (32 13F filers) reported a position in EVSM shares at 2025-03-31, 3,152,646 shares in all. 10 filers opened a position and 2 filers sold out during the quarter.

Managers
32
13F filers
32
New
10
Added
17
Reduced
2
Sold out
2
Shares held by filers
3,152,646

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY2,477,719$123M0.01%+799,85213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC130,997$6.53M<0.01%+52,17813F-HRTimelineGroup
&PARTNERS105,747$5.31M0.06%+24,87513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC86,446$4.31M0.01%+52,05813F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.45,999$2.29M0.01%+31,72213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC24,953$1.24M<0.01%new13F-HRTimeline
Janney Montgomery Scott LLC24,231$1.21M<0.01%+3,81613F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC23,452$1.17M<0.01%new13F-HRTimelineGroup
Quadcap Wealth Management, LLC23,134$1.15M0.17%+7,22613F-HRTimeline
Cetera Investment Advisers21,820$1.09M<0.01%+6,34813F-HRTimeline
Cambridge Investment Research Advisors,…20,570$1.02M<0.01%+8,64613F-HRTimeline
Farther Finance Advisors, LLC14,975$748K0.02%+8,97413F-HRTimeline
Orion Porfolio Solutions, LLC14,904$743K0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC14,904$743K0.01%new13F-HR/ATimeline
PANORAMIC INVESTMENT ADVISORS, LLC14,888$742K0.5%+1,03813F-HRTimeline
MBA Advisors LLC11,100$553K0.27%+6,50313F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.10,745$536K0.04%+3,74513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC10,555$526K<0.01%+53813F-HRTimeline
HighTower Advisors, LLC9,869$492K<0.01%-2,59613F-HRTimeline
OLD MISSION CAPITAL LLC9,800$488K0.01%-5,47213F-HRTimeline
Tower Wealth Partners, Inc.9,401$469K0.25%013F-HRTimeline
FLOW TRADERS U.S. LLC9,299$463K0.02%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.8,724$435K<0.01%+3,51013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,294$413K<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC5,939$296K<0.01%013F-HRTimelineGroup
Cresset Asset Management, LLC5,000$250K<0.01%new13F-HRTimeline
Advisory Services Network, LLC4,384$218K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,225$111K0.01%new13F-HRTimeline
NewEdge Advisors, LLC1,400$69.8K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC610$30.4K0.01%+313F-HRTimeline
UBS Group AGin group UBS Group AG562$28K<0.01%+55313F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.