Eaton Vance Floating-Rate ETF

EVLN

Market cap $1.44B

Overview Fund Activity

49.91 USD

-0.02

0.04%

At close Updated Sep 12, 4:00 PM EDT

1 day

-0.04%

5 days

0.06%

1 month

-0.08%

3 months

0.1%

6 months

0.06%

Year to date

-0.91%

1 year

-0.74%

5 years

-0.28%

10 years

-0.28%

0

Funds holding %

of 7,462 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

14% more funds holding

Funds holding: 29 [Q1] → 33 (+4) [Q2]

2.11% less ownership

Funds ownership: 25.66% [Q1] → 23.56% (-2.11%) [Q2]

6% less capital invested

Capital invested by funds: $339M [Q1] → $317M (-$21.5M) [Q2]

25% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 12

100% less funds holding in top 10

Funds holding in top 10: 1 [Q1] → 0 (-1) [Q2]

See Fund Rankings

Financial journalist opinion

Make Eaton Vance Your One-Stop Shop for Bond ETFs

Investors increasingly seek refuge in bonds at the end of the first quarter as economic uncertainty grows. With recession and inflation risks on the rise, bonds hold strong appeal for their low correlations to equities.

Make Eaton Vance Your One-Stop Shop for Bond ETFs

EVLN Crosses 1-Year Milestone, Offers 7% Yield

Looking ahead, concerns about economic impact and inflationary pressures create a complex path for interest rates. Those investors looking for strategies that adapt to a changing rate environment would do well to consider the Eaton Vance Floating-Rate ETF (EVLN).

EVLN Crosses 1-Year Milestone, Offers 7% Yield

Applying the Barbell Strategy to Fixed Income ETFs

For many experienced fixed income investors, the barbell strategy is often used to set one's portfolio up for balanced success. The barbell strategy itself is fairly straightforward.

Applying the Barbell Strategy to Fixed Income ETFs

A Look Back at Morgan Stanley First 2 ETF Years

Approximately two years ago, just before an Exchange conference kicked off, one of the largest asset managers entered into the ETF market. Morgan Stanley Investment Management (MSIM), home to some of the strongest asset management brands, launched their initial suite of ETFs in January 2023.

A Look Back at Morgan Stanley First 2 ETF Years

Bank Loan Spreads Offer Dynamic Opportunities

Time after time, fixed income investors have faced the difficult decision of choosing between bank loans or high yield bonds. The general wisdom for this debate has been that bank loans can carry lower risk than high yield bonds.

Bank Loan Spreads Offer Dynamic Opportunities

Eaton Vance's Core Plus Bond ETF Passes $1 Billion in AUM

It's certainly a good time to be an investor in Eaton Vance's fixed income strategies. In the past few weeks, the Eaton Vance Total Return Bond ETF (EVTR) passed $1 billion threshold in assets under management.

Eaton Vance's Core Plus Bond ETF Passes $1 Billion in AUM

Opportunity is Knocking for Bank Loan ETFs

While some investors remain fixated on high yield bonds, treasuries, and even munis, they may be missing out on opportunities that bank loans are currently offering. Recent insights from Eaton Vance broke down the strong investment case supporting both bank loans and CLOs.

Opportunity is Knocking for Bank Loan ETFs

Beyond the Behemoths: Smaller ETF Standouts of 2024

Markets have weathered a flurry of catalysts in 2024. These include a surprisingly strong U.S. economy, global election super-cycle, major pivot in rate policy, and continued geopolitical unrest.

Beyond the Behemoths: Smaller ETF Standouts of 2024

A Record Year for ETF Inflows Imminent

The U.S. ETF industry is about to hit a tremendous milestone. Year to date through November 11, $897 billion has flowed into exchange traded funds, according to FactSet data.

A Record Year for ETF Inflows Imminent

EVLN's Floating-Rate Loan Strategy Hits $1 Billion in AUM

Investors have spoken loud and clear — floating-rate loan investing presents an attractive opportunity for yield. At the very least, they certainly have spoken in support of the Eaton Vance Floating-Rate ETF (EVLN).

EVLN's Floating-Rate Loan Strategy Hits $1 Billion in AUM

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