Eaton Vance High Yield ETF
EVHY
5 hedge funds and large institutions have $17M invested in Eaton Vance High Yield ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.
7% less capital invested
Capital invested by funds: $18.2M → $17M (-$1.27M)
7.99% less ownership
Funds ownership: 86.61% → 78.62% (-8%)
17% less funds holding
Funds holding: 6 → 5 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$267K |
| 2 |
JP Morgan Chase
New York
|
+$257K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$1.27M |
| 2 |
Jane Street
New York
|
-$692K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$232K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$19.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $16.2M | +$267K | +5,000 | +2% |
|
|
2
Osaic Holdings
Scottsdale,
Arizona
| $516K | -$232K | -4,337 | -31% |
|
|
3
JP Morgan Chase
New York
| $259K | +$257K | +4,805 | New |
|
|
4
UBS Group
Zurich,
Switzerland
| $3.72K | -$19.3K | -361 | -84% |
|
|
S
5
SignatureFD
Atlanta,
Georgia
| $1.02K | – | – | – |
|
|
6
Focus Partners Wealth
Boston,
Massachusetts
| – | -$1.27M | -23,905 | Closed |
|
|
7
Jane Street
New York
| – | -$692K | -13,163 | Closed |
|
EVHY Hedge Fund Activity: Q3 2024 in Review
5 of the 6,967 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance High Yield ETF (EVHY) for Q3 2024, worth a combined $17M — down 7% from $18.2M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of EVHY and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 1 added.
The largest buyer was Morgan Stanley, adding an estimated $267K. The largest seller was Focus Partners Wealth, exiting entirely with an estimated $1.27M sold.
- 5 institutional investors held Eaton Vance High Yield ETF (EVHY) as of Q3 2024, down from 6 in Q2 2024.
- Funds reported $17M of Eaton Vance High Yield ETF stock for Q3 2024, down 7% quarter-over-quarter.
- 1 fund opened new Eaton Vance High Yield ETF positions in Q3 2024 and 2 closed out, a net change of -1 holder.
- The largest Eaton Vance High Yield ETF buyer in Q3 2024 was Morgan Stanley, an estimated $267K added.
- The largest Eaton Vance High Yield ETF seller in Q3 2024 was Focus Partners Wealth, an estimated $1.27M sold.
Based on aggregated 13F filings for Q3 2024.