Eaton Vance Floating-Rate ETF
EVLN
30 hedge funds and large institutions have $1.28B invested in Eaton Vance Floating-Rate ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 2 closing their positions.
550% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 2
451% more capital invested
Capital invested by funds: $232M → $1.28B (+$1.05B)
175% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 4
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
77.49% more ownership
Funds ownership: 19.51% → 97% (+77%)
50% more funds holding
Funds holding: 20 → 30 (+10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TPSF
Texas Permanent School Fund
Austin,
Texas
|
+$956M |
| 2 |
Morgan Stanley
New York
|
+$93.9M |
| 3 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$5.68M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.56M |
| 5 |
GWP
Gateway Wealth Partners
Appleton,
Wisconsin
|
+$2.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.27M |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$1.19M |
| 3 |
Jane Street
New York
|
-$524K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$72.2K |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$48.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FT
26
Fiduciary Trust
Boston,
Massachusetts
| $271K | – | – | – |
|
|
PAG
27
Private Advisor Group
Morristown,
New Jersey
| $231K | +$234K | +4,667 | New |
|
28
Comerica Bank
Dallas,
Texas
| $122K | +$123K | +2,459 | New |
|
|
SPIA
29
Steward Partners Investment Advisory
New York
| $12.9K | – | – | – |
|
30
Osaic Holdings
Scottsdale,
Arizona
| $8.6K | +$8.74K | +174 | New |
|
|
IAA
31
Independent Advisor Alliance
Charlotte,
North Carolina
| – | -$1.19M | -23,653 | Closed |
|
|
LWANC
32
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| – | -$11.7K | -232 | Closed |
|
EVLN Hedge Fund Activity: Q1 2025 in Review
30 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Floating-Rate ETF (EVLN) for Q1 2025, worth a combined $1.28B — up 451% from $232M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new EVLN positions and 2 closed out — a net gain of 11 holders — while 11 added to existing stakes and 4 trimmed.
The largest buyer was Texas Permanent School Fund, opening a new position worth an estimated $956M. The largest seller was Bank of America, cutting an estimated $1.27M.
- 30 institutional investors held Eaton Vance Floating-Rate ETF (EVLN) as of Q1 2025, up from 20 in Q4 2024.
- Funds reported $1.28B of Eaton Vance Floating-Rate ETF stock for Q1 2025, up 451% quarter-over-quarter.
- 13 funds opened new Eaton Vance Floating-Rate ETF positions in Q1 2025 and 2 closed out, a net change of +11 holders.
- The largest Eaton Vance Floating-Rate ETF buyer in Q1 2025 was Texas Permanent School Fund, an estimated $956M added.
- The largest Eaton Vance Floating-Rate ETF seller in Q1 2025 was Bank of America, an estimated $1.27M sold.
Based on aggregated 13F filings for Q1 2025.