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Eaton Vance High Yield ETF

5 hedge funds and large institutions have $18.4M invested in Eaton Vance High Yield ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, 2 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding

Funds holding: 35 (+2)

51% less capital invested

Capital invested by funds: $37.8M → $18.4M (-$19.4M)

91.33% less ownership

Funds ownership: 178.45%87.12% (-91%)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

Holders
5
Holders Change
+2
Holders Change %
+66.67%
% of All Funds
0.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
Reduced
2
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$19.6M
2
Jane Street
Jane Street
New York
-$731K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$15.9M -$19.6M -370,000 -55%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$1.24M +$1.25M +23,740 New
Osaic Holdings
3
Osaic Holdings
Arizona
$969K +$969K +18,326 New
Jane Street
4
Jane Street
New York
$337K -$731K -13,835 -68%
S
5
SignatureFD
Georgia
$1K +$1K +19 New

EVHY Hedge Fund Activity: Q1 2024 in Review

5 of the 6,945 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance High Yield ETF (EVHY) for Q1 2024, worth a combined $18.4M — down 51% from $37.8M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new EVHY positions and 0 closed out — a net gain of 3 holders — while 0 added to existing stakes and 2 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $1.25M. The largest seller was Morgan Stanley, cutting an estimated $19.6M.

  • 5 institutional investors held Eaton Vance High Yield ETF (EVHY) as of Q1 2024, up from 3 in Q4 2023.
  • Funds reported $18.4M of Eaton Vance High Yield ETF stock for Q1 2024, down 51% quarter-over-quarter.
  • 3 funds opened new Eaton Vance High Yield ETF positions in Q1 2024 and 0 closed out, a net change of +3 holders.
  • The largest Eaton Vance High Yield ETF buyer in Q1 2024 was Focus Partners Wealth, an estimated $1.25M added.
  • The largest Eaton Vance High Yield ETF seller in Q1 2024 was Morgan Stanley, an estimated $19.6M sold.

Based on aggregated 13F filings for Q1 2024.