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
Q2 		$837K Sell
16,500
-12,800
-44% -$651K ﹤0.01% 2396
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 $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Prodigy Asset Management
Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jim Simons's EVTR Position: Q2 2026 in Review

Jim Simons reduced its Eaton Vance Total Return Bond ETF (EVTR) stake by 44% in Q2 2026, selling an estimated $651K and leaving 16,500 shares worth $837K. The position accounts for ﹤0.01% of the portfolio, ranked #2396.

Jim Simons first reported a position in EVTR in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.49M in Q1 2026. 187 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

  • Jim Simons held 16,500 shares of Eaton Vance Total Return Bond ETF worth $837K as of Q2 2026.
  • Jim Simons sold 12,800 Eaton Vance Total Return Bond ETF shares in Q2 2026, an estimated $651K.
  • Eaton Vance Total Return Bond ETF made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #2396 holding.
  • Jim Simons first reported a position in Eaton Vance Total Return Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Jim Simons's Eaton Vance Total Return Bond ETF position peaked at $1.49M in Q1 2026.
  • 187 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.