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Eaton Vance Floating-Rate ETF
EVLN

48 hedge funds and large institutions have $1.18B invested in Eaton Vance Floating-Rate ETF in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

0.17% more ownership

Funds ownership: 91.51% → 91.68% (+0.17%)

0% more funds holding

Funds holding: 48 → 48 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 17

4% less capital invested

Capital invested by funds: $1.22B → $1.18B (-$49.1M)

Holders
48
Holders Change
–
Holders Change %
0%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
17
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OWP
Obermeyer Wealth Partners
Colorado
+$4.21M
2
AF
Allworth Financial
California
+$2.44M
3
WWM
Western Wealth Management
Colorado
+$2.06M
4
Ameriprise
Ameriprise
Minnesota
+$974K
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$824K

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$15.7M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$7.45M
3
Morgan Stanley
Morgan Stanley
New York
-$5.09M
4
Jane Street
Jane Street
New York
-$3.05M
5
NECFA
New England Capital Financial Advisors
Connecticut
-$3M
Name Holding Trade Value Shares
Change 		Change in
Stake
WP
26
Wealthspan Partners
Iowa
$721K -$251K -5,139 -26%
KAS
27
Kestra Advisory Services
Texas
$676K +$687K +14,039 New
DFG
28
Dynamic Financial Group
Iowa
$634K +$4.7K +96 +0.7%
GIA
29
Gladstone Institutional Advisory
Florida
$539K -$12.8K -261 -2%
Raymond James Financial
30
Raymond James Financial
Florida
$477K -$1.52K -31 -0.3%
BEI
31
Benjamin Edwards Inc
Missouri
$468K +$157K +3,210 +49%
BWAM
32
Blue Water Asset Management
Michigan
$467K +$227K +4,645 +92%
LWP
33
LeClair Wealth Partners
Ohio
$467K +$475K +9,698 New
NLP
34
Next Level Private
New York
$432K -$183K -3,741 -29%
AWM
35
AE Wealth Management
Kansas
$372K +$378K +7,722 New
BFA
36
Bill Few Associates
Pennsylvania
$329K +$43.2K +882 +15%
FT
37
Fiduciary Trust
Massachusetts
$321K -$4.99K -102 -2%
PCA
38
Prosperity Capital Advisors
Ohio
$258K -$73.8K -1,509 -22%
FAG
39
Fortitude Advisory Group
Washington
$256K +$11.7K +240 +5%
TRCT
40
Tower Research Capital (TRC)
New York
$216K -$945K -19,312 -81%
WAM
41
WNY Asset Management
New York
$208K +$211K +4,309 New
Creative Planning
42
Creative Planning
Kansas
$202K -$126K -2,572 -38%
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$134K +$137K +2,791 New
BBHC
44
Brown Brothers Harriman & Co
New York
$38.1K – – –
SPIA
45
Steward Partners Investment Advisory
New York
$12.5K – – –
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$11.8K +$12K +245 New
IA
47
IFP Advisors
Florida
$4.82K – – –
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$1.64K +$1.66K +34 New
Jane Street
49
Jane Street
New York
– -$3.05M -61,617 Closed
NECFA
50
New England Capital Financial Advisors
Connecticut
– -$3M -60,661 Closed
1
2
3

EVLN Hedge Fund Activity: Q1 2026 in Review

48 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Floating-Rate ETF (EVLN) for Q1 2026, worth a combined $1.18B — down 4% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EVLN positions and 9 closed out — a net gain of 1 holder — while 17 added to existing stakes and 17 trimmed.

The largest buyer was Obermeyer Wealth Partners, adding an estimated $4.21M. The largest seller was Goldman Sachs, cutting an estimated $15.7M.

  • 48 institutional investors held Eaton Vance Floating-Rate ETF (EVLN) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $1.18B of Eaton Vance Floating-Rate ETF stock for Q1 2026, down 4% quarter-over-quarter.
  • 10 funds opened new Eaton Vance Floating-Rate ETF positions in Q1 2026 and 9 closed out, a net change of +1 holder.
  • The largest Eaton Vance Floating-Rate ETF buyer in Q1 2026 was Obermeyer Wealth Partners, an estimated $4.21M added.
  • The largest Eaton Vance Floating-Rate ETF seller in Q1 2026 was Goldman Sachs, an estimated $15.7M sold.

Based on aggregated 13F filings for Q1 2026.