Eaton Vance High Yield ETF
EVHY
6 hedge funds and large institutions have $17.1M invested in Eaton Vance High Yield ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
20% more funds holding
Funds holding: 5 → 6 (+1)
3.22% more ownership
Funds ownership: 78.62% → 81.84% (+3.2%)
1% more capital invested
Capital invested by funds: $17M → $17.1M (+$155K)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$1.3M |
| 2 |
Jane Street
New York
|
+$852K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.72K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$838K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$371K |
| 3 |
JP Morgan Chase
New York
|
-$259K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $14.9M | -$838K | -15,700 | -5% |
|
|
2
Focus Partners Wealth
Boston,
Massachusetts
| $1.27M | +$1.3M | +24,316 | New |
|
|
3
Jane Street
New York
| $835K | +$852K | +15,970 | New |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $137K | -$371K | -6,956 | -73% |
|
|
5
UBS Group
Zurich,
Switzerland
| $6.28K | +$2.72K | +51 | +74% |
|
|
S
6
SignatureFD
Atlanta,
Georgia
| $994 | – | – | – |
|
|
7
JP Morgan Chase
New York
| – | -$259K | -4,805 | Closed |
|
EVHY Hedge Fund Activity: Q4 2024 in Review
6 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance High Yield ETF (EVHY) for Q4 2024, worth a combined $17.1M — up 0.91% from $17M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new EVHY positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $1.3M. The largest seller was Morgan Stanley, cutting an estimated $838K.
- 6 institutional investors held Eaton Vance High Yield ETF (EVHY) as of Q4 2024, up from 5 in Q3 2024.
- Funds reported $17.1M of Eaton Vance High Yield ETF stock for Q4 2024, up 0.91% quarter-over-quarter.
- 2 funds opened new Eaton Vance High Yield ETF positions in Q4 2024 and 1 closed out, a net change of +1 holder.
- The largest Eaton Vance High Yield ETF buyer in Q4 2024 was Focus Partners Wealth, an estimated $1.3M added.
- The largest Eaton Vance High Yield ETF seller in Q4 2024 was Morgan Stanley, an estimated $838K sold.
Based on aggregated 13F filings for Q4 2024.