Eaton Vance Short Duration Municipal Income ETFEVSM
EVSM
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
225% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 4
41% more funds holding
Funds holding: 17 [Q3] → 24 (+7) [Q4]
36% more capital invested
Capital invested by funds: $74.9M [Q3] → $102M (+$27.3M) [Q4]
0.11% less ownership
Funds ownership: 52.62% [Q3] → 52.51% (-0.11%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for EVSM.
Financial journalist opinion
Positive
ETF Trends
3 weeks ago
Make Eaton Vance Your One-Stop Shop for Bond ETFs
Investors increasingly seek refuge in bonds at the end of the first quarter as economic uncertainty grows. With recession and inflation risks on the rise, bonds hold strong appeal for their low correlations to equities.
Neutral
ETF Trends
1 month ago
3 Fixed Income ETFs for Uncertain Markets
Markets plummeted Thursday as continuously changing U.S. trade policies heighten investor uncertainty across equities and fixed income. Major equity indexes fell, while the dollar weakened further.
Positive
ETF Trends
1 month ago
New ETF From Eaton Vance Offers High Yield Muni Exposure
Today, Eaton Vance expanded its muni fund lineup with the launch of the Eaton Vance High Income Municipal ETF (EVYM). EVYM's objective is to generate a high degree of current income that is exempt from regular federal income tax.
Neutral
ETF Trends
2 months ago
Tap Into Muni Bond Momentum With EVSM
More evidence is mounting that investors are increasingly looking to fill their portfolios with muni bonds. Last week, VettaFi hosted its Q1 2025 Fixed Income Symposium.
Positive
ETF Trends
3 months ago
How and Why Muni Credit Quality Still Looks Strong
It's certainly no secret that municipal bonds enjoyed a relatively strong performance in 2024. That being said, the question remains: how will munis stack up against other fixed income categories in 2025?
Neutral
Seeking Alpha
4 months 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
6 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
6 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
7 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
9 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.
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