EVYM Institutional Ownership
Eaton Vance High Income Municipal ETF
1W: -0.8%
1M: -4.8%
3M: -8.3%
YTD: -5.7%
1Y: -5.0%
$46.77
-0.09 (-0.20%)
Weekly Expected Move ±1.1%
$46
$46
$47
$47
$48
Overview
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Institutional Ownership — EVYM
14
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
40M
Total Invested
4
New Positions
5
Increased
5
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (16 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 511,515 | $24M | -2,000 | -0.4% | 6Q | SEC ↗ |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 113,660 | $5M | +32,504 | +40.1% | 5Q | SEC ↗ |
| 3 | Elequin Capital, LP NEW | 52,842 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | 41,977 | $2M | +19,368 | +85.7% | 5Q | SEC ↗ |
| 5 | Prentice Wealth Management LLC | 33,060 | $2M | -2,537 | -7.1% | 5Q | SEC ↗ |
| 6 | SeaCrest Wealth Management, LLC | 12,722 | $595K | +3,546 | +38.6% | 4Q | SEC ↗ |
| 7 | NATURAL INVESTMENTS, LLC NEW | 9,379 | $439K | — | +0.0% | 1Q | SEC ↗ |
| 8 | Cambridge Investment Research Advisors | 7,200 | $337K | +1,200 | +20.0% | 3Q | SEC ↗ |
| 9 | JANE STREET GROUP, LLC | 6,328 | $296K | -25,737 | -80.3% | 3Q | SEC ↗ |
| 10 | Farther Finance Advisors, LLC NEW | 1,122 | $52K | — | +0.0% | 1Q | SEC ↗ |
| 11 | AdvisorNet Financial, Inc | 1,021 | $48K | +13 | +1.3% | 2Q | SEC ↗ |
| 12 | Steward Partners Investment Advisory, NEW | 960 | $45K | — | +0.0% | 1Q | SEC ↗ |
| 13 | UBS Group AG | 59 | $3K | -64 | -52.0% | 2Q | SEC ↗ |
| 14 | FMR LLC | 0 | $0K | -1 | -100.0% | 1Q | SEC ↗ |
| 15 | Beta Wealth Group, Inc. | 0 | $0K | -23,660 | -100.0% | 2Q | SEC ↗ |
| 16 | ROYAL BANK OF CANADA | 0 | $0K | -23,307 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| Elequin Capital, LP | 52,842 | $2M |
| NATURAL INVESTMENTS, LLC | 9,379 | $439K |
| Farther Finance Advisors, LLC | 1,122 | $52K |
| Steward Partners Investment Advisor | 960 | $45K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Beta Wealth Group, Inc. | 23,660 | $1M |
| ROYAL BANK OF CANADA | 23,307 | $1M |
| FMR LLC | 1 | $0K |
Biggest Increases (5)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICE | +32,504 | +40.1% | 113,660 |
| COMMONWEALTH EQUITY SERVICES, LLC | +19,368 | +85.7% | 41,977 |
| SeaCrest Wealth Management, LLC | +3,546 | +38.6% | 12,722 |
| Cambridge Investment Research Advis | +1,200 | +20.0% | 7,200 |
| AdvisorNet Financial, Inc | +13 | +1.3% | 1,021 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -25,737 | -80.3% | 6,328 |
| Prentice Wealth Management LLC | -2,537 | -7.1% | 33,060 |
| MORGAN STANLEY | -2,000 | -0.4% | 511,515 |
| UBS Group AG | -64 | -52.0% | 59 |