EVIM Institutional Ownership
Eaton Vance Intermediate Municipal Income ETF
1W: +0.0%
1M: -3.0%
3M: -5.7%
YTD: -4.7%
1Y: -3.7%
$50.29
-0.24 (-0.47%)
Weekly Expected Move ±0.9%
$49
$50
$50
$51
$51
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — EVIM
49
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
296M
Total Invested
10
New Positions
22
Increased
14
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (51 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | &PARTNERS | 1,589,828 | $80M | +136,712 | +9.4% | 8Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 1,475,220 | $74M | +127,881 | +9.5% | 8Q | SEC ↗ |
| 3 | MORGAN STANLEY | 563,243 | $28M | +139,220 | +32.8% | 11Q | SEC ↗ |
| 4 | LPL Financial LLC | 388,734 | $20M | +305,966 | +369.7% | 4Q | SEC ↗ |
| 5 | FWG Holdings, LLC | 219,770 | $11M | +23,384 | +11.9% | 3Q | SEC ↗ |
| 6 | RAYMOND JAMES FINANCIAL INC | 156,097 | $8M | -27,986 | -15.2% | 3Q | SEC ↗ |
| 7 | SK Wealth Management, LLC | 122,772 | $6M | -45,531 | -27.1% | 4Q | SEC ↗ |
| 8 | Clear Trail Advisors, LLC | 118,166 | $6M | +26,667 | +29.1% | 2Q | SEC ↗ |
| 9 | Legacy Private Trust Co. | 117,220 | $6M | +28,440 | +32.0% | 4Q | SEC ↗ |
| 10 | Spartan Wealth Advisory Services LLC | 108,605 | $5M | +9,375 | +9.4% | 2Q | SEC ↗ |
| 11 | Coign Capital Advisors LLC | 95,445 | $5M | +2,154 | +2.3% | 6Q | SEC ↗ |
| 12 | OSAIC HOLDINGS, INC. | 88,118 | $4M | +54,961 | +165.8% | 8Q | SEC ↗ |
| 13 | Crumly & Associates Inc. | 76,536 | $4M | +59,558 | +350.8% | 2Q | SEC ↗ |
| 14 | Crusonia Wealth Advisors LLC | 64,318 | $3M | +4,052 | +6.7% | 3Q | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. NEW | 57,800 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 16 | Elequin Capital, LP NEW | 57,568 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | 42,697 | $2M | +29,721 | +229.0% | 4Q | SEC ↗ |
| 18 | Integrated Wealth Concepts LLC | 40,245 | $2M | +2,541 | +6.7% | 2Q | SEC ↗ |
| 19 | Interchange Capital Partners, LLC | 35,637 | $2M | +28,075 | +371.3% | 3Q | SEC ↗ |
| 20 | JANE STREET GROUP, LLC | 34,032 | $2M | -14,726 | -30.2% | 2Q | SEC ↗ |
| 21 | Sanctuary Advisors, LLC | 20,324 | $1M | +10,404 | +104.9% | 4Q | SEC ↗ |
| 22 | Janney Montgomery Scott LLC | 13,990 | $704K | +8,251 | +143.8% | 7Q | SEC ↗ |
| 23 | FSA Advisors, Inc. | 10,340 | $520K | -599 | -5.5% | 3Q | SEC ↗ |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 9,053 | $455K | — | +0.0% | 1Q | SEC ↗ |
| 25 | CITADEL ADVISORS LLC NEW | 8,183 | $412K | — | +0.0% | 1Q | SEC ↗ |
| 26 | STIFEL FINANCIAL CORP NEW | 8,000 | $402K | — | +0.0% | 1Q | SEC ↗ |
| 27 | Cornerstone Wealth Management, LLC | 7,625 | $383K | — | +0.0% | 3Q | SEC ↗ |
| 28 | Miller Financial Services LLC | 6,860 | $345K | +1,620 | +30.9% | 3Q | SEC ↗ |
| 29 | Regal Investment Advisors LLC | 5,360 | $270K | — | +0.0% | 2Q | SEC ↗ |
| 30 | FIDUCIARY FINANCIAL ADVISORS NEW | 5,200 | $262K | — | +0.0% | 1Q | SEC ↗ |
| 31 | Private Advisor Group, LLC | 4,776 | $240K | -3,715 | -43.8% | 2Q | SEC ↗ |
| 32 | MERCER GLOBAL ADVISORS INC /ADV | 4,652 | $234K | -1,826 | -28.2% | 5Q | SEC ↗ |
| 33 | TCFG WEALTH MANAGEMENT, LLC | 4,400 | $221K | — | +0.0% | 2Q | SEC ↗ |
| 34 | Cambridge Investment Research Advisors | 4,034 | $203K | +218 | +5.7% | 2Q | SEC ↗ |
| 35 | Steward Partners Investment Advisory, NEW | 4,000 | $201K | — | +0.0% | 1Q | SEC ↗ |
| 36 | CREATIVE FINANCIAL DESIGNS INC /ADV | 3,804 | $191K | -1,800 | -32.1% | 6Q | SEC ↗ |
| 37 | IFP Advisors, Inc | 3,631 | $183K | +1,077 | +42.2% | 3Q | SEC ↗ |
| 38 | Aptus Capital Advisors, LLC | 2,383 | $120K | +107 | +4.7% | 2Q | SEC ↗ |
| 39 | FIFTH THIRD BANCORP | 2,234 | $112K | +900 | +67.5% | 2Q | SEC ↗ |
| 40 | IFG Advisory, LLC NEW | 1,951 | $98K | — | +0.0% | 1Q | SEC ↗ |
| 41 | UBS Group AG NEW | 271 | $14K | — | +0.0% | 1Q | SEC ↗ |
| 42 | PRIVATE TRUST CO NA | 250 | $13K | — | +0.0% | 3Q | SEC ↗ |
| 43 | Global Retirement Partners, LLC NEW | 52 | $3K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Clarity Asset Management, Inc. | 0 | $0K | -491 | -100.0% | 2Q | SEC ↗ |
| 45 | NewEdge Advisors, LLC | 0 | $0K | -5,011 | -100.0% | 2Q | SEC ↗ |
| 46 | Rossby Financial, LCC | 0 | $0K | -845 | -100.0% | 1Q | SEC ↗ |
| 47 | FLOW TRADERS U.S. LLC | 0 | $0K | -18,527 | -100.0% | 3Q | SEC ↗ |
| 48 | OLD MISSION CAPITAL LLC | 0 | $0K | -16,857 | -100.0% | 1Q | SEC ↗ |
| 49 | Advisory Services Network, LLC | 0 | $0K | -340 | -100.0% | 1Q | SEC ↗ |
| 50 | CLEAR INVESTMENT RESEARCH, LLC | 0 | $0K | -2,626 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| Rockefeller Capital Management L.P. | 57,800 | $3M |
| Elequin Capital, LP | 57,568 | $3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 9,053 | $455K |
| CITADEL ADVISORS LLC | 8,183 | $412K |
| STIFEL FINANCIAL CORP | 8,000 | $402K |
| FIDUCIARY FINANCIAL ADVISORS | 5,200 | $262K |
| Steward Partners Investment Advisor | 4,000 | $201K |
| IFG Advisory, LLC | 1,951 | $98K |
| UBS Group AG | 271 | $14K |
| Global Retirement Partners, LLC | 52 | $3K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FLOW TRADERS U.S. LLC | 18,527 | $932K |
| OLD MISSION CAPITAL LLC | 16,857 | $848K |
| NewEdge Advisors, LLC | 5,011 | $252K |
| TCFG Investment Advisors, LLC | 4,400 | $221K |
| CLEAR INVESTMENT RESEARCH, LLC | 2,626 | $132K |
| Rossby Financial, LCC | 845 | $42K |
| Clarity Asset Management, Inc. | 491 | $25K |
| Advisory Services Network, LLC | 340 | $17K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +305,966 | +369.7% | 388,734 |
| MORGAN STANLEY | +139,220 | +32.8% | 563,243 |
| &PARTNERS | +136,712 | +9.4% | 1,589,828 |
| ENVESTNET ASSET MANAGEMENT INC | +127,881 | +9.5% | 1,475,220 |
| Crumly & Associates Inc. | +59,558 | +350.8% | 76,536 |
| OSAIC HOLDINGS, INC. | +54,961 | +165.8% | 88,118 |
| COMMONWEALTH EQUITY SERVICES, LLC | +29,721 | +229.0% | 42,697 |
| Legacy Private Trust Co. | +28,440 | +32.0% | 117,220 |
| Interchange Capital Partners, LLC | +28,075 | +371.3% | 35,637 |
| Clear Trail Advisors, LLC | +26,667 | +29.1% | 118,166 |
| FWG Holdings, LLC | +23,384 | +11.9% | 219,770 |
| Sanctuary Advisors, LLC | +10,404 | +104.9% | 20,324 |
| Spartan Wealth Advisory Services LL | +9,375 | +9.4% | 108,605 |
| Janney Montgomery Scott LLC | +8,251 | +143.8% | 13,990 |
| Crusonia Wealth Advisors LLC | +4,052 | +6.7% | 64,318 |
| Integrated Wealth Concepts LLC | +2,541 | +6.7% | 40,245 |
| Coign Capital Advisors LLC | +2,154 | +2.3% | 95,445 |
| Miller Financial Services LLC | +1,620 | +30.9% | 6,860 |
| IFP Advisors, Inc | +1,077 | +42.2% | 3,631 |
| FIFTH THIRD BANCORP | +900 | +67.5% | 2,234 |
Biggest Decreases (7)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| SK Wealth Management, LLC | -45,531 | -27.1% | 122,772 |
| RAYMOND JAMES FINANCIAL INC | -27,986 | -15.2% | 156,097 |
| JANE STREET GROUP, LLC | -14,726 | -30.2% | 34,032 |
| Private Advisor Group, LLC | -3,715 | -43.8% | 4,776 |
| MERCER GLOBAL ADVISORS INC /ADV | -1,826 | -28.2% | 4,652 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | -1,800 | -32.1% | 3,804 |
| FSA Advisors, Inc. | -599 | -5.5% | 10,340 |