Jim Simons
EVTR icon

Jim Simons’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Jim Simons’s Portfolio EVTR Stock Details EVTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.49M Buy
+29,300
New +$1.51M ﹤0.01% 2052
2025
Q4 		– Sell
-5,600
Closed -$288K – 3854
2025
Q3 		$288K Buy
+5,600
New +$286K ﹤0.01% 3012

Other funds holding EVTR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAM
Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jim Simons's EVTR Position: Q1 2026 in Review

Jim Simons opened a new position in Eaton Vance Total Return Bond ETF (EVTR) in Q1 2026: 29,300 shares worth $1.49M. The stake represents ﹤0.01% of the portfolio and ranks #2052 among its holdings. This is a return to the name: Jim Simons previously reported a position in EVTR as recently as Q3 2025.

Jim Simons first reported a position in EVTR in Q3 2025 and has held it in 2 quarters since. 177 funds tracked by Wall St. Rank hold EVTR as of Q1 2026.

  • Jim Simons held 29,300 shares of Eaton Vance Total Return Bond ETF worth $1.49M as of Q1 2026.
  • Eaton Vance Total Return Bond ETF was a new Jim Simons position in Q1 2026.
  • Eaton Vance Total Return Bond ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2052 holding.
  • Jim Simons first reported a position in Eaton Vance Total Return Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • 177 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.