EVSD
Eaton Vance Short Duration Income ETFEVSD
EVSD
0
Funds holding %
of 6,815 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
28.93% more ownership
Funds ownership: 0% [Q2] → 28.93% (+28.93%) [Q3]
11% more funds holding
Funds holding: 19 [Q2] → 21 (+2) [Q3]
0% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 6
34% less capital invested
Capital invested by funds: $78M [Q2] → $51.3M (-$26.7M) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for EVSD.
Financial journalist opinion
Positive
ETF Trends
1 month ago
Capitalize on Low Corporate Bond Spreads With EVSD
Investors still have a little over a month before the new year kicks in, creating a great opportunity to curate bond investments. Many experts and analysts have mixed opinions about what the U.S. economy will look like in 2025.
Neutral
ETF Trends
2 months ago
Navigating Risks & Rewards in Fixed Income Strategies
With the Fed's agenda underway, investors are trying to figure out how to best position their fixed income portfolio for long-term results.
Neutral
ETF Trends
2 months ago
The Case for Lowering Duration in Fixed Income ETFs
With the Federal Reserve's next interest rate meeting about a month away, investors may wish to take this time to reassess the duration of their bond portfolios and consider short-duration fixed income ETFs. As of now, it may be for the benefit of investors to keep their bond duration relatively low.
Positive
ETF Trends
3 months ago
Make the Most of the Rate Cut Cycle With Short Duration Bonds
With the Federal Reserve due to meet in less than a week, investors are confident that we will see the first interest rate cut of the year very soon. One efficient means to capitalize on the upcoming rate cycle is to use short duration bonds and bond ETFs.
Neutral
ETF Trends
4 months ago
3 Key Considerations for Fixed Income in Months Ahead
Market outlooks and expectations continue to evolve in the second half on changing economic data, risks, and investor sentiment. Albert Giroux, portfolio specialist, broad markets fixed income at Morgan Stanley Investment Management, discussed what the team sees looking ahead for bond markets in a recent video.
Neutral
ETF Trends
4 months ago
Short Duration ETFs Still Have Place in Bond Portfolios
With all the talk about the Federal Reserve nearing its first interest rate cut in September, it's unsurprising that many fixed income investors are considering adding more duration to their portfolios. Some experts are even encouraging that move.
Positive
ETF Trends
5 months ago
Look to the Eaton Vance ETF Suite When Bond Investing
Flows into fixed income ETFs continue this week on interest rate cut hopes. Investors looking to increase allocations to their bond portfolio would do well to consider the actively managed fixed income ETF suite from Eaton Vance.
Positive
ETF Trends
5 months ago
Balance Longer Duration With EVSD While Capturing Income
Investors and markets appear enormously optimistic regarding the potential for an interest rate cut this September. As bond investors move further out in duration, there is value in maintaining or adding short duration alongside these exposures.
Positive
ETF Trends
6 months ago
Eaton Vance Converts Short Duration Mutual Fund to ETF
Eaton Vance launched the Eaton Vance Short Duration Income ETF (EVSD) today on the Nasdaq. The fund is a conversion of an existing short-duration bond mutual fund strategy and offers bond exposure while limiting duration risk.
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