Eaton Vance Short Duration Municipal Income ETFEVSM
EVSM
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
550% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 2
183% more funds holding
Funds holding: 6 [Q2] → 17 (+11) [Q3]
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
38% less capital invested
Capital invested by funds: $121M [Q2] → $74.9M (-$46.3M) [Q3]
45.02% less ownership
Funds ownership: 97.65% [Q2] → 52.62% (-45.02%) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for EVSM.
Financial journalist opinion
Neutral
Seeking Alpha
6 days ago
End Of 2024 Trending Exchange-Traded Funds
I updated my universe of exchange-traded funds to track based on superior long-term performance. Nearly 450 ETFs are ranked based on short-term monthly returns, exponential moving average, and money flows into funds. With valuations and concentrations high, I select twenty trending ETFs Lipper Categories with less risk of correction in 2025 for further analysis.
Positive
ETF Trends
2 months ago
The Great Mutual-Fund-to-ETF Migration
The growth of active ETFs has propelled a wave of mutual fund-to-ETF conversions. Nearly 80% of all new product launches in both the third quarter and for the full year have been actively managed.
Positive
ETF Trends
2 months ago
Fundamentals Remain Strong For Muni Bond ETF Strategies
It's no secret that the commercial real estate market has been struggling for a while now. However, muni bond fundamentals remain strong.
Neutral
ETF Trends
3 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.
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
EVSM Brings Track Record of Outperformance to ETF Investors
The first half of 2024 saw increased mutual fund to ETF conversions. These funds bring the benefits of established track records to ETF investors.
Positive
ETF Trends
7 months ago
As Muni Bonds Hum Along, Consider This ETF Duo
Looking for options in fixed income? The space is offering significant appeal, especially for those nearing retirement.
Positive
ETF Trends
8 months ago
EVSM: Short Duration With Income Tax Benefits
Ongoing market volatility, uncertainty regarding inflation, and rate hikes keep many investors camped in short duration or cash. Investors looking to broaden their short-duration exposures should look to municipal bonds for the tax benefits they offer.
Positive
ETF Trends
8 months ago
Morgan Stanley Converts 2 Mutual Funds Into Active ETFs
On Monday, Morgan Stanley Investment Management added two new ETFs to their extensive fund portfolio. The Eaton Vance Total Return Bond ETF (NYSE Arca: EVTR) and the Eaton Vance Short Duration Municipal Income ETF (NYSE Arca: EVSM) were both converted from existing mutual funds into the ETF wrapper.
Neutral
Business Wire
8 months ago
MSIM ETF Assets Surpass $1 Billion with the Conversion of Two Mutual Funds to ETFs
NEW YORK--(BUSINESS WIRE)--Morgan Stanley Investment Management (“MSIM”) today announced it has completed the conversion of two fixed income mutual funds to exchange-traded funds (“ETFs”). With these two additions, MSIM has introduced 14 ETFs since the launch of the ETF platform last year and has more than $1 billion in assets under management. The below two strategies are available as ETFs as of today: Mutual Fund ETF ETF Ticker MSIFT Core Plus Fixed Income Portfolio Eaton Vance Total Return B.
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